Pernod Ricard and Brown-Forman confirm merger talks
French spirits firm Pernod Ricard (RI) and Jack Daniel’s owner Brown-Forman (BF.B) are in talks over a potential ‘merger of
M&A resumes in real estate trust sector
It has been a busy week in the REIT (real estate investment trust) sector with two takeovers on the table.
Herald seeks tax-efficient Saba solution
Global smaller companies trust Herald (HRI) has stepped up efforts to resolve its dispute with Saba Capital. Meanwhile, manager Katie
Coming next week: AG Barr, Nike and Raspberry Pi
This week we spin through what to expect from Irn-Bru maker AG Barr (BAG), ‘athleisurewear’ giant Nike (NKE) and electronics
Sharesify podcast, with AVI Japan Opportunity Trust
In the latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, Asset Value Investor’s managing director for Japan. Nicola talks
Why THG shares are rallying today
E-commerce group THG (THG) ticked up 8% to 34p after FY25 results beat forecasts off the back of a record
Three biotech trusts to pep up your portfolio
One of the stockmarket’s most exciting growth areas is Biotechnology, a sector which has been overlooked by many investors in
Next gains on latest profit upgrade
Shares in Next (NXT) rallied after the fashion retailer delivered forecast-beating FY26 profits. The FTSE 100 firm also flagged an
Capita climbs on contact centre sale
Shares in outsourcing group Capita (CPI) jumped 14% on news it was selling its private sector contact centre. The buyer,
Cohort wins more defence contracts
Defence firm Cohort (CHRT) has announced two significant new contract wins in the space of a week. The deals further
Sharesify podcast 25 March 2026
In the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate
Polar Capital Technology is one of the best tech specialist funds around
Initiation of coverage POLAR CAPITAL TECHNOLOGY TRUST (PCT) 504.25p Market cap: £5.62 billion Benchmark: Dow Jones Global Technology Index Snapshot
Franchise Brands delivers resilient results
Shares in Franchise Brands (FRAN:AIM) rallied after the multi-brand franchisor delivered resilient FY25 results. The company also launched a £10
ETFs that could rally if Trump strikes Iran peace deal
A potential diplomatic breakthrough between the US and Iran could unlock a significant shift in sector leadership, according to analysts
Luceco charges higher on FY26 upgrade
Shares in commercial lighting and power firm Luceco (LUCE) jumped 8% to 172p after the firm raised its FY26 guidance.
JPMorgan Claverhouse beats benchmark
Despite a mixed geopolitical backdrop, investment trust JPMorgan Claverhouse (JCH) outperformed its FTSE All-Share benchmark in FY25. The portfolio benefitted
Pernod Ricard and Brown-Forman confirm merger talks
French spirits firm Pernod Ricard (RI) and Jack Daniel’s owner Brown-Forman (BF.B) are in talks over a potential ‘merger of
M&A resumes in real estate trust sector
It has been a busy week in the REIT (real estate investment trust) sector with two takeovers on the table.
Herald seeks tax-efficient Saba solution
Global smaller companies trust Herald (HRI) has stepped up efforts to resolve its dispute with Saba Capital. Meanwhile, manager Katie
Coming next week: AG Barr, Nike and Raspberry Pi
This week we spin through what to expect from Irn-Bru maker AG Barr (BAG), ‘athleisurewear’ giant Nike (NKE) and electronics
Sharesify podcast, with AVI Japan Opportunity Trust
In the latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, Asset Value Investor’s managing director for Japan. Nicola talks
Why THG shares are rallying today
E-commerce group THG (THG) ticked up 8% to 34p after FY25 results beat forecasts off the back of a record
Three biotech trusts to pep up your portfolio
One of the stockmarket’s most exciting growth areas is Biotechnology, a sector which has been overlooked by many investors in
Next gains on latest profit upgrade
Shares in Next (NXT) rallied after the fashion retailer delivered forecast-beating FY26 profits. The FTSE 100 firm also flagged an
Capita climbs on contact centre sale
Shares in outsourcing group Capita (CPI) jumped 14% on news it was selling its private sector contact centre. The buyer,
Cohort wins more defence contracts
Defence firm Cohort (CHRT) has announced two significant new contract wins in the space of a week. The deals further
Sharesify podcast 25 March 2026
In the latest edition of the Sharesify Podcast, Ian and James discuss why markets remain difficult for investors to navigate
Polar Capital Technology is one of the best tech specialist funds around
Initiation of coverage POLAR CAPITAL TECHNOLOGY TRUST (PCT) 504.25p Market cap: £5.62 billion Benchmark: Dow Jones Global Technology Index Snapshot
Franchise Brands delivers resilient results
Shares in Franchise Brands (FRAN:AIM) rallied after the multi-brand franchisor delivered resilient FY25 results. The company also launched a £10
ETFs that could rally if Trump strikes Iran peace deal
A potential diplomatic breakthrough between the US and Iran could unlock a significant shift in sector leadership, according to analysts
Luceco charges higher on FY26 upgrade
Shares in commercial lighting and power firm Luceco (LUCE) jumped 8% to 172p after the firm raised its FY26 guidance.
JPMorgan Claverhouse beats benchmark
Despite a mixed geopolitical backdrop, investment trust JPMorgan Claverhouse (JCH) outperformed its FTSE All-Share benchmark in FY25. The portfolio benefitted
Bodycote confirms £1.5 billion bid approach
FTSE 250 specialist engineering firm Bodycote (LON:BOY) confirmed it had received an approach from a private equity buyer. The proposal
Sharesify podcast 22 May 2026
In the latest Sharesify Podcast, the team discuss the two companies dominating the headlines this week, namely Nvidia (NASDAQ:NVDA) and
CTUK on course for 33rd consecutive dividend hike
Against a ‘challenging’ market backdrop, CT UK Capital and Income (LON:CTUK) underperformed its benchmark in the half to March. However,
Coming next week: Dell Technologies, Kingfisher, Costco
AI infrastructure (again!), and the UK and US consumer will all be under the microscope next week. Dell Technologies (NASDAQ:DELL)
UK IT reseller Softcat jumps 11% as growth guidance raised
As the stock price jump clearly shows, investors very much like what Softcat (LON:SCT) is saying about growth opportunities ahead.
Genuit trims guidance on Middle East conflict
Building products supplier Genuit (LON:GEN) trimmed its FY26 profit guidance due to the impact of the Middle East conflict on
