Stock Market News & Views

A new Federal Reserve chair, a resurgent US dollar and cracks appearing in parts of the technology sector are beginning to reshape the investment landscape. In this week’s global macro analysis, we examine three developments investors need to watch closely, and why they could have major implications for stocks, commodities and global markets. New Fed

Renishaw (RSW:LON) shares have been getting significant attention from investors lately, specifically from Alexandra Jackson, of Rathbones UK Opportunities Fund Manager and Indriatti van Hien, from The Henderson Smaller Companies Investment Trust PLC, in our last two CEO interviews. Over the last year, Renishaw shares have climbed around 95%. Could they be a good investment

Data centres have become one of the hottest areas of real estate as artificial intelligence drives demand for computing power. In this analysis, we look at a UK property company with a dominant logistics portfolio that is now moving into the data centre market, potentially unlocking a new avenue of growth and shareholder value. Big

Markets have a habit of rewarding excess enthusiasm before abruptly pulling investors back to reality. In this analysis, we explore the concept of mean reversion, why soaring stock prices can become disconnected from fundamentals, and whether today’s AI-fuelled rally is creating the conditions for future disappointment. Will stocks revert to their long-term means? If there

While investors chase AI stocks and blockbuster IPOs, one of the UK’s best-performing shares this year has emerged from a far less glamorous corner of the market. In this analysis, we examine a turnaround story driven by strong cash generation, growing motoring services revenues and the potential for a future takeover bid.  Over the last

Rising oil prices, geopolitical tensions and higher interest rates would normally spell trouble for travel and leisure companies. Yet hotel, airline and luxury goods stocks continue to climb. In this analysis, we explore what resilient travel demand says about consumer confidence, economic growth and the outlook for equity markets. Travel and tourism are resilient amidst

The $1.75 trillion SpaceX IPO has brought space stocks into focus in recent months. As a result of this IPO – which is set to be the largest in history – investors have suddenly become aware of the enormous opportunity associated with space. But what are the best stocks for exposure to the space theme

While investors focus on chipmakers and AI software companies, some of the biggest opportunities may lie in the infrastructure needed to power them. In this analysis, we look at a recently listed company benefiting from soaring demand for data centres, grid upgrades and cloud computing, and whether its rapid growth can continue. Forging a way