What to make of Rolls-Royce’s controversial CEO
Tufan Erginbilgiç took the helm at Rolls-Royce (RR.) and immediately set the tone with his bold “destroying value” speech. In his address, he likened the company to a “burning platform” and acknowledged that every investment made was currently eroding value. While some viewed his words as alarming, Erginbilgiç aimed to convey a sense of urgency […]
A slowdown will be worse for investors than inflation
The recent rally in the S&P 500 has led many to believe that inflation has been defeated and that interest rate cuts are imminent. However, what the market seems to be overlooking is the risk of an economic slowdown. In reality, deflation could pose a much greater threat to equities. The signs of a faltering […]
Does the ‘Rule of 40%’ actually find growth stocks?
Stockpicking can be a daunting task for investors. It requires thorough research, analysis, and a deep understanding of the companies’ fundamentals. Finding companies with strong growth prospects, competitive advantages, experienced management teams, and attractive valuations is no easy feat. However, there are tools available to simplify the process and help investors narrow down their options. […]
Why Aristotle would be upset with Oasis and Walmart
The recent controversy surrounding the dynamic pricing strategy adopted by the Manchester band Oasis and ticket sales platform Ticketmaster has sparked outrage among fans. Initially advertised at a maximum price of £150, the tickets for the band’s reunion tour soared to over £350 due to high demand, leaving many fans unable to afford them. The […]
‘Do not invest in this fund’
In 2022, the stock market has been buzzing with talks of a ‘Great Rotation’. This concept suggests that investors are shifting away from the dominant trend of the past 15 years, which focused on growth-oriented large-cap stocks. However, the specifics of who is making this rotation and what they are reallocating their investments into remain […]
Rolls-Royce’s CEO pay: windfall gains or losses?
The High Pay Centre’s annual review of FTSE 100 chief executive pay reveals that the largest increase last year was at Rolls-Royce (RR.): £13.6mn in 2023, compared with £3.8mn in 2022. This analysis is based on the “single figure of total remuneration” as mandated by government regulation and published in each company’s annual reports. While […]
Next 15 comes unstuck, but was the sell-off overly severe?
Next 15 (NFG) faced a major setback on 6 September when news broke that one of its biggest clients, Mach49, would not be renewing its contract after the initial three-year term. This led to a drastic 50% drop in its market value in a single trading session, resulting in an £80 million hit to its […]
Will wage growth muddy the path to lower rates?
The FTSE 100 has seen significant milestones this year, with the index surpassing and then retracting from the 8,400 mark. Despite various forces influencing the market, a proposed boost from a new British Isa allowance will not be a contributing factor. Initially, city brokers advocated for an additional £5,000 Isa allowance specifically for London-listed companies, […]
Is Warren Buffett taking profits ahead of a tax rise?
The anticipation surrounding Berkshire Hathaway’s third-quarter update is palpable, especially considering the significant cash holdings the conglomerate currently boasts. With $272 billion in cash and US Treasuries as of June, a 67% increase since December 2023, Warren Buffett seems to be preparing for a potential economic slowdown in the US. The recent August update sparked […]
The British Isa is dead – but what of its niche counterpart?
The government’s decision to abandon plans for a dedicated individual savings account (Isa) for UK shares has sparked discussions about the complexity of the Isa landscape for private investors. However, another type of Isa that already exists, the innovative finance Isa (Ifisa), is facing its own challenges and dwindling popularity. Introduced in 2016, the Ifisa […]