Companies & Markets Show: Blue-chip blues

On this week’s Companies and Markets Show editor John Hughman talks to Phil Oakley about why the FTSE 100 is failing investors, why M&S may …

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Stock in Focus: Hamp;amp;T Group

Pawnbrokers protect their profit margins by only offering customers a fraction of what their items are worth and by lending cash at eye-watering rates of interest.Does this pragmatic approach to operating at the distressed end of the credit market make…

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FTSE 100 slumps as trade tensions rise

The FTSE 100 was down 117 points (1.6%) at 7,217 – pretty much its low point for the day. “The suggestion by the Chinese Ministry of Commerce that …

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Bill Gates’ Summer Reading List

This year’s list focuses on major upheavals in society, but Gates also recommends a title for those in the mood for something light.

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Best Factor Allocation Strategy? [PREMIUM]

For investors embracing the concept of portfolios based on factor premiums (rather than asset classes), what is the best factor allocation approach? In their March 2019 paper entitled “Factor-Based Allocation: Is There a Superior Strategy?”…

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Small Cap Value Report (Thur 23 May 2019) – Market overview, BOWL

Good morning! 

Market overview
A quick word on where we are in big-picture terms.
The FTSE is bang in the middle of its range over the past two years. We can all see in hindsight that December 2018 was a super buying opportunity, and I’d wish I’d been…

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