Analysis

When Labour was elected as the new UK government back in July last year, there was a lot of media commentary to the effect that after several years of Conservative party infighting, along with some financial markets’ volatility, that a new administration meant that the adults were back in the room. How long ago that

Investing in dividends requires a different approach to investing for long term capital growth. Although ironically, the literature tells us that up until the new millennium, the reinvestment of dividend income, back into the market, was a major contributor to the total return of key index benchmarks like the S&P 500. Accounting for up to

Nasdaq stocks were one of the biggest drivers of US equity performance in 2024, and they appear to be starting 2025 in a similar fashion. As of January 7th eleven stocks, in the Nasdaq 100 index, had risen by +8.0% or more year to date, many of these have made double digit percentage gains. The

As we enter 2025, investors inevitably cast their eyes over the finishing line and ask: What’s are the best things to invest in for 2025? In this analysis we examine what to watch out for when investing and trading in 2025. In a few pockets of the financial markets (not ‘pockets’ as some will vehemently

In 2023 European banks managed to outperform their US and UK peers by quite some distance while US and UK banks underperformed, although the rebound seen in the European banking sector in 2023 needs to be set in the context of years of underperformance by banks across Europe as a result of the turmoil of