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01 April 2025
Novo Nordisk
Alphavalue Morning Market Tip
Another deal in obesity strengthens Novo’s position in the field.
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28 March 2025
IMI's Compelling Case As A Dependable B&H Pick
Not to forget patience, for which shareholders have been well rewarded as each £1 invested in...
21 March 2025
Bombed Out Fashion
Trading at more than 20x 2025 earnings that now look set be trimmed, the sector is too expensive a...
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14 March 2025
Long Oils After All?
The markets have sorted out the conundrum by pushing prices lower: the consumer wins, for now.
07 March 2025
Suicidal Swatch
The luxury watch industry faced strong headwinds in 2024, with weakening consumer appetite, a ch...
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28 February 2025
Novo Nordisk Down, Not Out
Weight-loss drugs – just like artificial intelligence, electric vehicles and decarbonisation – have been...
21 February 2025
Peace Dividends, Sort Of
This is a most extraordinary development. The Ukraine war may be reaching an end (dixit Donald) b...
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