It has been a tough couple of years for growth investors with the substantial increase in interest rates undermining the valuations of these ‘long duration’ stocks.
Mark Watson-Mitchell has his eyes on a hot ‘recovery play’ for 2024!
Interest rates have plateaued − with political consequences, says Victor Hill.
Mark Watson-Mitchell peers in to the gloomy macroeconomic environment.
Mark Watson-Mitchell looks over the latest from FRP, Chemring, Windward and more.
November was a good month for the interest rate sensitive sectors with private equity, property and infrastructure all bouncing back from their recent lows.
Mark Watson-Mitchell catches up with the news from a range of shares including Bloomsbury, Frasers and Renold.
Next year is coming into focus. It’s neither good nor all bad, says Victor Hill.
John Cornford updates readers about current news from a tough mining environment.
Mark Watson-Mitchell receives a Christmas message and follows up on a selection of shares.
