Metal wheel element
Comments on the proposed takeover of insurance provider, Direct Line

Ian Lance, co-head of the UK Value & Income Strategy, comments on the proposed takeover of insurance provider, Direct Line

29 February, 2024 | 02:53pm
Metal wheel element
Comment on the proposed takeover of retailer Currys

Ian Lance, co-head of the UK Value & Income Strategy, comments on the proposed takeover of retailer Currys.

20 February, 2024 | 02:53pm
UK Value & income
UK Value & Income 2022 Outlook

The UK Value and Income team provide their Outlook for 2022 looking at the themes discussed over the previous 18 months.

20 January, 2022 | 05:20pm
UK Value & income
A vegan Christmas?

Well, not for me. But this year’s increased focus on sustainability has made me think much more about our diet, our approach to farming and its impact on the planet. I’m personally close...

16 December, 2021 | 07:57am
UK Value & income
Canary in the coal mine

Anyone who was investing in 2000 when the TMT bubble began to pop will remember that it was the smaller, more speculative end of the market that rolled over first before being followed by the large cap...

9 December, 2021 | 07:43am
UK Value & income
In for free - revisited

In May 2020, we wrote a blog entitled ‘In for free’ in which we looked at a group of stocks which were so cheap that we felt one division was worth more than the value of the entire group...

24 November, 2021 | 07:25am
UK Value & income
Hope for the best, plan for the worst – what happens if inflation is not ‘transitory’?

As the prices of nearly everything have soared over the last year, the world’s major central banks have been assuring investors that this is just a temporary blip or as Jerome Powell, Chairman of...

11 November, 2021 | 07:27pm
UK Value & income
The irony of transition metals

Digging metals out of the ground is the antithesis of sustainability and the circular economy. Yet it must be done to transition to a sustainable, low carbon world.  Recycling can somewhat shift the sector away from...

27 October, 2021 | 06:49am
UK Value & income
The return of dividends

The advent of Covid last year and the associated lockdowns imparted a significant deflationary shock to the global economy. Profits in many sectors came under significant pressure...

30 September, 2021 | 06:19am
UK Value & income
Testing boundaries

Two highly important reports were released during the summer. The Intergovernmental Panel on Climate Change (IPCC)’s AR6 report highlighting that “Climate change is already...

9 September, 2021 | 12:30am

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