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Investing Explained
April 10, 2024
AI's unusual impact on interest rates
The Squeeze: If AI is truly revolutionary, then a spending boom awaits as businesses play catch up and humans fear for their existence
March 26, 2024
MJ Gleeson: The secret behind its success
The Analyst: It manages to sell houses at substantially lower prices than other housebuilders but makes the same margin. Robin Hardy finds out how
March 20, 2024
Why M&S shares still have further to climb
The Analyst: Despite a strong recovery, M&S can still improve, meaning its shares are too cheap, says Phil Oakley
March 19, 2024
The end of globalisation threatens big tech
The banning of TikTok could lead to further trade restrictions between the US and China
March 13, 2024
What to expect from housebuilders
The Analyst: Robin Hardy explains what could rev up the housing market and how investors should view the industry at this stage in the cycle
March 05, 2024
Strong brands can look undervalued
The Squeeze: A strong brand can generate strong returns over a long period, but marketing spend isn't capitalised like R&D or capex
February 27, 2024
Why markets sometimes underestimate new technology
The Squeeze: New technology doesn't always result in investment bubbles
February 21, 2024
The US retail stocks worth owning
The Analyst: Robin Hardy checks out what US supermarkets offer investors
February 13, 2024
What psychedelics and AI have in common
The Squeeze: Both are increasing in popularity, despite a lack of understanding of how they actually work
February 06, 2024
Hollywood Bowl: A high-quality income stock
The Analyst: It pays to buy dividends that are backed by cash flows, and this leisure company has stable, yet growing, revenue
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