Can Zotefoams bounce back? – Investors’ Chronicle
New Beginnings at Zotefoams: A Fresh Start for CEO Ronan Cox It’s often said that new brooms sweep clean, and this adage certainly seems to ring true for Ronan Cox, the new chief executive of Zotefoams (ZTF). Taking over in May 2024 from the long-standing David Stirling, Cox didn’t opt for the typical “kitchen-sinking” approach […]
How to get the UK economy growing again
The latest YouGov poll reveals that voters are most concerned about the state of the economy, with over half of all adults ranking economic performance as one of their top three issues. This places economic concerns above immigration, housing, and health on the list of priorities. Following a challenging local election outcome, it is crucial […]
Why UK gilt yields are rising
In the world of UK politics, bond markets hold significant power. Just as James Carville once expressed a desire to be reincarnated as the bond market to intimidate everyone, UK politicians understand the influence and fear that bond markets can instill. Back in 2022, Liz Truss’s government faced a downfall due to poorly executed fiscal […]
Are bonds more volatile than stocks?
Stocks and bonds have always been considered two of the most popular asset classes for investors to choose from. But which one is more volatile? The general consensus has always been that stocks are more volatile due to their higher risks and rewards. This is because stock prices are determined not only by market sentiment […]
Private sector workers should worry about their pensions
Recent research papers and policies are touting pension funds as the potential saviors of the UK economy, the London stock market, struggling businesses, and companies in need of capital. This narrative paints pension funds as a superhero investment vehicle that could revolutionize the financial landscape. However, for those saving into private sector pension schemes, this […]
The signs that tell us a global slowdown is coming
The current state of the global economy is shrouded in uncertainty, with the looming threat of tariffs casting a dark shadow over economic forecasts. Economists at JPMorgan have pegged the probability of a global recession at a staggering 60 per cent, citing the potential impact of aggressive trade policies on the US economy and the […]
Spotting Treatt’s green and red flags
Treatt, a company founded in 1886 by Richard Court Treatt, has undergone significant changes and transformations over the years. Originally established as a supplier of raw materials for flavors and fragrances, Treatt has evolved into a leading manufacturer and innovator in the industry. Following Richard Court Treatt’s passing in 1924, the Bovill family became major […]
An investment lesson behind the White House’s Signal gaffe
The recent US government Signal message service controversy brought to light not only a security breach and threat to the US military but also shed light on the new administration’s approach to markets. The leaked messages revealed a reductionist view of prices, where a single factor was isolated and given undue weight in decision-making. In […]
Why interest rates must be cut
Chancellor Struggles as Economy Faces Challenges Despite a slight decrease in inflation to 2.6 per cent in March, Chancellor of the Exchequer is facing a myriad of challenges in managing Britain’s economy. One of the pressing new issues is the impact of US President Donald Trump’s tariffs. Borrowing remains a significant hurdle for the government. […]
The US is no longer the easy option
The recent upheaval in the stock market has left investors reeling, with gold prices soaring to a new high of $3,500 and currencies like sterling, the Swiss franc, and the yen gaining strength. This market turbulence can be attributed to the actions of the US administration under President Donald Trump, who has been embroiled in […]