Is too much being asked of the Vistry CEO?

Greg Fitzgerald, who had been serving as the chief executive of Vistry since 2017, took on the additional role of chairing the housebuilding group in May. This move raised eyebrows as it goes against governance guidelines that recommend separating the roles of CEO and chair. The outgoing chair justified this decision by stating that it […]

Chemring is well placed as warfare evolves

The recent announcement by UK Defence Secretary John Healey regarding the mothballing of five Royal Navy warships as part of a £500 million cost-cutting drive has raised concerns about the state of the country’s defence capabilities. However, a closer look reveals that the vessels in question have been inactive for an extended period and were […]

A FTSE shake-up is coming – but not in the way we want

The FTSE All-Share index has seen a positive year so far, with a gain of over 10 per cent. Amid concerns about the UK market’s health, potential changes to the index are on the horizon. However, the most high-profile candidates for inclusion may not make the cut. Unilever’s potential ice cream spin-off is expected to […]

Why the stock market loves the Argentinian president

In a matter of weeks, it will mark one year since Javier Milei assumed the role of president in Argentina. Throughout this time, he has garnered attention for his libertarian economic strategies. A strong advocate of the free-market Austrian school of economics, Milei has implemented drastic measures such as reducing government spending, abolishing regulations, and […]

A new role for pensions and the City

The pension funds in Britain are currently undergoing a significant overhaul, with the industry valued at £3tn catching the eye of the current chancellor. The main issues highlighted are fragmentation, timidity, and a focus on charges at the expense of other important factors. This presents an opportunity for the government to tap into this vast […]

Trump’s appointees will have an impact on UK stocks

After the recent election, my colleague James Norrington provided an update on the tactical asset allocations of the Alpha multi-asset portfolios, highlighting the use of “rules-based protective momentum” in the underlying model to eliminate human biases. However, in the aftermath of the election, behavioral finance aspects have come to the forefront. President-elect Donald Trump has […]

Bearbull Income Portfolio: The case for Plus500

Reflecting on the Bearbull Income Portfolio’s Performance As the year comes to a close, it’s time to look back on the performance of the Bearbull income portfolio. Over the past 12 months, the portfolio saw a modest growth of around 8.7 per cent, excluding income distributions. However, when factoring in the income distributions worth 4 […]

Markets aren’t expecting a ‘Maga’ revolution

The aftermath of the 2020 US presidential election has left the country divided like never before. With the election of Donald Trump seen as a break from the neoliberal globalist order that has defined the world for the past three decades, supporters of both parties are coming to terms with the new reality. For Trump-supporting […]

What to expect from Donald Trump’s second term

Donald Trump’s victory in the recent US election may not have been a huge shock, but the speed with which it was resolved was surprising. Markets initially rallied following the announcement, with the S&P 500 reaching a record high and the DXY index ticking up. While some may interpret this as a positive sign for […]

Trump’s re-election forces a rethink on energy investments

The 29th UN Climate Change Conference (COP29) is currently taking place in Baku, Azerbaijan, a country known for its strong reliance on carbon-driven energy. Despite Azerbaijan’s oil industry roots, the country has managed to achieve a high level of energy self-sufficiency, making it a unique location for a climate summit. With an estimated 40,000-50,000 delegates […]