In this note, we review China’s economic outlook and, in particular, we put the well-publicised COVID-19-related lockdowns into a relative global perspective. The IMF’s July forecast saw China’s real GDP
We are very encouraged by the further significant upgrades following Surface Transforms plc (LON:SCE) interim results announcement. This is over and above the upgrades from August’s new OEM 9 order.
FY’22 was a record year for Pantheon International plc (LON:PIN) in terms of NAV growth, cash generation and investment activity. The period saw valuation gains of 24.4%, nearly double the
In this note, we review Real Estate Credit Investments Ltd (LON:RECI) track record of taking MTM hits on its bond portfolio in periods of uncertainty, followed by releases in the
Chesnara plc (LON:CSN) has announced its seventh acquisition in the Netherlands, buying the closed life insurance books of “Conservatrix”. The latter is a life insurance and mortgage provider that filed
Fulham Shore plc (LON:FUL) has two restaurant brands, which are honed and proven in the sector. There is an opportunity to expand the estate to more than double its size
Chesnara plc (LONCSN) has announced its seventh acquisition in the Netherlands, buying the closed life insurance books of “Conservatrix”. The latter is a life insurance and mortgage provider that filed
City of London Investment Group plc (LON:CLIG) has announced its trading update for the final quarter of FY’22. It has been another tough quarter for fund managers, with global markets
Shield Therapeutics plc (LON:STX) is a commercial-stage pharma company delivering specialty products that address patients’ unmet medical needs, with an initial focus on iron deficiency (ID). Following launch of Accrufer®
Arbuthnot Banking Group plc (LON:ARBB) smashed expectations with underlying 1H’22 profits of £10.7m, which is more than we had forecast for the full year. This was driven by widening margins
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