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High yields can signify the end of good times Circumspection is required late in the economic cycle Sometimes stock screens get caught out by a changing of the guard in economic and market cycles. Being totally frank, investors should think twice about many of the companies that are flying high …

Despite plenty of market and economic gloom this year, the FTSE 100 has put in a solid performance. Resilience in the UK’s blue-chip index has been most apparent in the last quarter, thanks in large part to the outsized weighting of resources companies and global banks. Dollar earners have done well, …

Very old companies tend to fall into one of two categories. Some provide solutions to everyday problems or needs. Coats (COA), which has been manufacturing industrial thread since 1755, is a good example of this. Whatever the century, people have always required clothes, and clothes have always required thread. The second …

Those familiar with Fantasy Football will recognise many of the principles that underpin portfolio investment. Game participants, or managers, are given a notional amount to construct a squad consisting of 15 players, 11 of which can be chosen to form a team in any given week, with points awarded for …

Sin stocks safer than houses Are high yields a sign of risk or value?  Recessionary fears are mounting and the tide of cheap money that flooded financial markets in the pandemic is receding as central banks tighten monetary policy to combat inflation. It’s no surprise therefore that earnings per share …

Domestic parcel volumes remain elevated on pre-pandemic levels Intensifying inflationary pressures could weigh on performance Whether the world will ever return to a state of pre-Covid normality is a matter of ongoing debate. Some habits formed in lockdown certainly appear harder to break than others. At the end of last month, …

Transport groups are having a bumpy time of it – particularly those carrying people rather than freight. Bus companies continue to lean heavily on emergency government loans as passengers drag their feet, and rail revenue is lagging behind 2019 levels by 40 per cent, according to the Office of Rail …

When I worked in hedge funds, I didn’t see the point in reading outlooks for the following year and barely read any. December was important as it marked performance (and bonus) measurement, but I never saw much point in worrying about forecasts of market levels by year-end and the like. …

  Customers had been locked into deals where ground rents doubled every 10 years CMA has agreed settlements ending three of four probes into housebuilders Taylor Wimpey (TW) is to remove terms from leases that effectively double ground rents every decade following an investigation brought about by the Competition and Markets Authority (CMA) …

Portsmouth-based car parts maker CT Automotive (CTA) said it has secured £33.6m from investors through an initial public offering. The company sold almost 22.9 million shares at 147p per share. It is floating a 45 per cent stake in a deal that will give it a market cap of £75m when …