In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson look at another record high for the FTSE100 this week and discuss why US markets appear to be diverging. They also look at this week’s mixed UK economic numbers through the prism of the data problems at the ONS. Plus, discuss this week’s numbe…[Read more]
In this week’s Global Macro update, we highlight a surprising shift in Europe: Italy’s government bonds and stock market are now outperforming France’s. Political instability in Paris has pushed French bond yields higher, narrowing the gap with Italy, long considered the weaker credit. As a result, Italian and Spanish equities are powering ahead…[Read more]
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the odds of a Fed rate cut next month after this week’s US CPI and PPI numbers. They also look at the health of the UK economy through the lens of Q2 GDP, and unemployment numbers before looking ahead to UK CPI, Retail sales as well as ear…[Read more]
We update our model following IGG’s FY25 results. We make
minor increases to revenue estimates, which are more than offset by higher expenses at the PBT level.
However, our Cash EPS estimates increase by 2% & 7% in FY26/FY27, owing to the addition of share buybacks (both…[Read more]
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the latest decision by the Bank of England to cut rates by 25bps and what it tells us about the UK economy.
They also look back at the latest earnings numbers from Amazon, Apple and Disney, as well as BP, Diageo and IHG and look ahead to n…[Read more]
Is now the time to scoop up cheap mining stocks, or steer clear?
Copper has crashed, miners are under pressure, and Trump’s new tariffs are fuelling uncertainty in global trade. Major players like Rio Tinto, Glencore and Antofagasta are down, some near 5-year lows, with profits falling and debt piling up.
As earnings seasons gets under way in earnest and the 1st August tariff deadline approaches Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss the drivers of company outperformance which is driving the FTSE 100, and US markets to new record highs. We look back at earnings announcements from the likes of NatWest,…[Read more]
“QUILTER (QLT.L) – Re-evaluation of the investment case, upgrade to Hold, fairly valued on SOTP; Sell to Hold, Tgt 110p to 165p. Last Close 168p.
David McCann: It had previously been our view that insufficient risk was priced in to the shares, with one of the key reasons being that Quilter (unlike St. James’s Place) had not…[Read more]
Flagstone, the UK’s largest savings platform, has launched a new feature designed to ensure savers never miss a day’s interest. The new tool, called “maturity rollover,” automatically moves funds and accrued interest into a pre-selected savings account the moment a fixed term product matures…[Read more]
Sometimes, even longer-term investors can benefit from short-term price action and the signals that it can generate. The Chart below is a 1-minute chart of Euro Fins Scientific (ERF FP or ERF PA). Note the hammer candle, often a sign of a reversal, as the market “beats out a low” followed shortly after by a bullish MA crossover signalling ups…[Read more]
Sometimes it’s possible for retail traders to get ahead of the banks and brokers. A good example of that was Neste Oyj.
A Finnish oil company, which has been on an amazing run since March, outperforming the rest of the sector as it did so. I have been bullish through and yesterday they rallied by another -14.0% taking there 4 months gains to…[Read more]
In this week’s podcast Michael Brown (Senior Market Strategist from Pepperstone) and Michael Hewson discuss what’s driving the new record highs for the FTSE100, Nikkei 225 and US markets, as markets increasingly embrace the prospect of new trade deals, following on from the US/Japan and UK/India deals.
This week has seen positive market rea…[Read more]
UK investment app Lightyear has reached a major milestone, announcing it now manages over $1 billion in customer assets, just three years after launching. The announcement comes alongside the company’s $23 million Series B funding round, led by NordicNinja and supported by Lightspeed, Metaplanet, and notable tech angels including Markus Villig (…[Read more]
Worried about when (and how) to invest for your kids or grandkids? 🤔
A recent forum post on Good Money Guide sparked a brilliant discussion, with expert answers from Hargreaves Lansdown and Beanstalk, on the best ways to invest £10–12k for two 1-year-olds.
From Junior ISAs and SIPPs to trusts and tax-free growth, plus how to avoid an 18…[Read more]
Are we in a Bull Trap or a New Unprecedented Cyclical Rally?
Many seasoned investors are scratching their heads in some confusion.
In the past week, President Trump has renewed his tariff war threats on allies. Yet, unlike the jarring financial reaction recorded in April, stock markets around the world kept their near-vertical ascent.
