Alphavalue Morning Market Tip
Another deal in obesity strengthens Novo’s position in the field.
Not to forget patience, for which shareholders have been well rewarded as each £1 invested in...
Trading at more than 20x 2025 earnings that now look set be trimmed, the sector is too expensive a...
Let’s talk
Interested in our research and want to learn more?
The markets have sorted out the conundrum by pushing prices lower: the consumer wins, for now.
The luxury watch industry faced strong headwinds in 2024, with weakening consumer appetite, a ch...
Subscribe to our blog


Weight-loss drugs – just like artificial intelligence, electric vehicles and decarbonisation – have been...
This is a most extraordinary development. The Ukraine war may be reaching an end (dixit Donald) b...