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23 April 2026
P/Book unimpressed by Hormuz
European equities are trading at historically high price‑to‑book levels again, driven by abundant liq...
16 April 2026
Pernod Ricard: two families, one glass too many
The stock has collapsed, but the panic looks overdone. Between a family that refuses to let go, a lon...
09 April 2026
Whitbread is always worth another look
Whitbread, owner of Premier Inn, faces short-term volatility from macro and geopolitical pressures, b...
02 April 2026
Lower Flying Aerospace
Hormuz tensions have unexpectedly dragged down aerospace and defence stocks, highlighting dee...
26 March 2026
Using P/Book as a compass
The price-to-book ratio acts as a compass to identify overvalued and attractive sectors in Europe: in...
20 March 2026
S&N has strong arms but still weak knees
MedTechs have struggled since COVID due to persistent headwinds, while Smith & Nephew, th...
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