News & Views

Author: Luke Tribe

Getting on with it: Companies negotiating their own Brexit

Investors who have listened to the news over the last few months might be led to believe that the turmoil in British politics means imminent disaster for the UK economy.…

Sector Review: Retail – fast fashion slowing up?

In the wake of tough trading conditions for traditional clothing retailers such as Next, M&S and Debenhams, investors have placed high expectations on the success of their internet based counterparts.…

Coffee: Hot Property?

Despite the continuous drip feed of poor retail sales data, convenience food and drink sales appear to be bucking the trend in UK. Some of the biggest deals done in…

Smithson: An old head on young shoulders

When Fundsmith CEO Terry Smith invested £25m of his own money into their new Smithson Investment Trust, the focus on small and medium capitalised companies became a major talking point…

SRI: Sustainable, responsible and impact investment

Luke Tribe from our Research team explains sustainable, responsible and impact investment. SRI is a broad brush acronym, but it is one that investors will hear more often in the…

Supermarket sweep: Food retailers consolidate

Luke Tribe from our Research Team discusses the recent consolidation within the food retailer market. Food retailers may have had several difficult years of trading, but the industry’s intention is…

Sector review: US technology

Many investors may have heard the term FANGS in passing or on the news, but what are they? FANGS are an abbreviation of Facebook, Amazon, Netflix and Google (Subsidiary of…

Open banking

In January 2018 open banking reform will see the advancement of banking technology and greater transparency of customer information. We look at what this could mean for the UK banks.…

Company screening: what is Piotroski’s F-Score?

Equity markets performed well in 2017, but value investors have struggled to identify new investment ideas. Why is this the case and is there a simple method for screening for…

The retirement dilemma

It is well documented that the current workforce in and nearing retirement is likely to be the last to receive a final salary pension; a guaranteed income for life in…