Bag Burberry for Chinese growth
Between now and 2020, the Chinese economy is forecast to grow at 2.5x the rate of the UK economy. This…
8 years ago
Equities
Agribusiness will be the ultra-cool of the 2020s
Farming and food production, long-since a Cinderella business, has just become a cool investment space. This month we look at…
8 years ago
Don’t expect big gains from the FTSE in 2017
If you had decided to double up your exposure to the London stock market at the beginning of last year…
8 years ago
Next plc is a top turnaround opportunity
This week has been a cruel one for Next plc (LON:NXT). It has seen its share price fall by around…
8 years ago
There’s more to come from the miners in 2017
The recovery in mining stocks took many by surprise in 2016. However, despite the renaissance, there is still a heavy…
8 years ago
Why 2017 could be BP’s year
BP is entering a new phase in its history, with it having drawn a line under the costly oil spill…
8 years ago
Our Picks for 2017
Happy New Year! As if 2016 wasn't tumultuous enough, 2017 promises to hold many more surprises. Here's a selection of…
8 years ago
Gastronomic nationalism gives investors food for thought
In the January edition of the MI magazine I’m going to be talking about food. Specifically: why global agribusiness is…
8 years ago
Neil Woodford’s secrets to success
We do not focus on short-term performance issues; we focus on the valuation of fundamentals. Our disciplined approach guides us,…
8 years ago
BT’s appeal has been boosted by Brexit
Perhaps the main effect of Brexit thus far has been a weakening of sterling. This is set to cause a…
8 years ago