Why Tesco is well placed to profit from the sweltering summer
The agricultural industry is facing challenges due to the recent warm weather and drought conditions in England. Wheat yields are down 13% from the five-year average, while barley cropping area has reached its lowest level since 2010. This decrease in production is expected to lead to higher prices for agricultural goods like wheat and barley, […]
Can behavioural psychology sort out this takeover bid?
Revolutionizing Market Research: The Story of System1 Back in 1999, John Kearon had a vision to change the way market research was conducted. With a background in behavioural psychology, he founded Brainjuicer with the goal of solving the age-old problem of not knowing which half of advertising spend was effective. This innovative approach quickly gained […]
Why high-risk, high-return could be a myth
When it comes to investing, one of the fundamental principles that investors are taught is that higher risk should result in higher returns. This concept plays a crucial role in various aspects of finance, from building investment portfolios to planning for retirement. However, an intriguing anomaly has emerged over the years that challenges this conventional […]
Is Elon Musk right to trust the Fed?
Elon Musk made a bold prediction in a recent interview with The Economist, stating that “money won’t matter” in a decade due to the abundance created by AI technology. While this statement may seem far-fetched at first glance, it is an interesting concept to explore. In the past, before the existence of modern currency, goods […]
Can relying on market data make you a worse investor?
Investing in the stock market can be a daunting task, especially when it comes to gathering and analyzing data to make informed decisions. While a Bloomberg terminal offers a wide range of features such as a fixed-income database, real-time data, and advanced analytics, the hefty price tag of $32,000 a year may not be feasible […]
American oil giants sail on amid disruption in the Gulf
The second-quarter figures of the two largest petroleum companies in the US, ExxonMobil (US:XOM) and Chevron (US:CVX), were released last week, showcasing their strong performance despite severe shipping disruptions in the Strait of Hormuz. The price of Brent crude, trading above $100 a barrel for most of the period, has averaged just over $87 for […]
How the Fed lost its credibility
The Bank of England (BoE) and the Federal Reserve have taken different approaches to managing inflation expectations in the current economic climate. While the BoE has focused on communication to hint at future actions and reduce the need for tighter policy, the Federal Reserve, under the leadership of Chair Kevin Warsh, has signaled a shift […]
How Aberdeen’s new chair can unlock its complicated value
Standard Life and Aberdeen Asset Management: A 10-Year Review As we approach the 10th anniversary of the merger between Standard Life and Aberdeen Asset Management, it’s important to reflect on the journey and the challenges faced by the combined entity. The merger, which brought together two Scottish financial powerhouses, was intended to create a stronger, […]
Can John Healey fund his defence ambitions?
In June, John Healey made a bold move by resigning as defence secretary, citing a lack of resources and commitment from the Treasury to adequately defend the country in the face of rising threats. He called for a clearer commitment to spend 3 per cent of GDP on defence by 2030, a target he believed […]
Pet stocks look for new homes to avoid the CMA`s bite
The UK petcare market is booming, with more than 20 million cats and dogs living in households across the country. These furry companions have become an integral part of the human experience, often becoming cherished members of the family from a young age. It’s no surprise that the simple words “cat” and “dog” are among […]