July 9, 2025

West Africa’s Gold Renaissance

In the heart of West Africa’s prolific gold belts, progressive reforms and cutting-edge technologies are transforming exploration and production, driving record outputs and sustainable practices...

An invisible commodity poised for a critical pivot

Investors are waking up to the tightening helium market, where every leak and balloon nods towards a supply crunch that could reshape multiple high-tech industries...

Red Sea incidents and policy shifts shape oil market currents

A sudden return of Red Sea attacks and evolving U.S. policy have injected fresh uncertainty into oil supply, setting the stage for renewed volatility...

One Health Group stakes its claim in Scunthorpe surgical network

One Health Group’s new Scunthorpe surgical hub signals a strategic shift in private-public healthcare partnerships...

FTSE finds footing amid tariff turbulence

As trade tensions flare and companies fine-tune guidance, the FTSE 100 navigates a delicate path between selective corporate strength and the spectre of supply-chain disruptions...

UK equities investing resurgence examined by Alex Wright, Fidelity Special Values

UK equities, long overlooked, have begun to shine as low valuations attract contrarian investors. Alex Wright of Fidelity Special Values Plc highlights that renewed buying interest has driven year to date outperformance against global peers and that mid- and small-cap stocks offer particularly attractive value opportunities...

Buried sands signal new frontier in Ortoire

Touchstone’s decision to deepen its Cascadura-5 well by 366 feet has unlocked 620 feet of rich Herrera sands, hinting at a substantial expansion of its Trinidad gas play...

Trump shifts copper market trajectory

July’s tariff shock revealed copper as more than a commodity — it became a flashpoint for geopolitics and industrial ambition...

Oil prices find firm footing amid resilient demand and supply discipline

A blend of disciplined production adjustments and robust holiday-season fuel use has given oil prices a firmer foundation, signalling a more balanced market outlook...

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore...

Particles shaping tomorrow’s displays

A pioneer in patent‑driven quantum dot licensing, Nanoco’s cadmium‑free crystals are poised to underpin the next wave of energy‑efficient displays and beyond...

European shares eye turning point in trade standoff

European markets quietly advanced despite aggressive tariff threats, illustrating investors’ readiness to look past rhetoric and focus on strategic trade progress...

China’s market hints at hidden momentum

With consumer inflation nudging into positive territory even as factory deflation deepens, China’s equity markets are revealing an unexpected blend of risk and resilience...

Copper finds leverage amid trade showdown

Washington’s move to slap hefty levies on copper imports has transformed an industrial staple into a nerve centre of geopolitical and investment strategy...

Thailand offshore ambitions signal a new chapter for Valeura

A North Sea-veteran jack-up has just set the stage for Valeura’s next wave of tax-efficient wells beneath the Gulf of Thailand...

European equities recalibrate as investors weigh US trade cues

Midweek market shifts uncover subtle signals as investors prepare for fresh US trade outlooks...

Hunting reports 16% H1 EBITDA growth, raises dividend

Hunting PLC achieved H1 2025 EBITDA of c.$68–70 million, up c.16% year-on-year, and an EBITDA margin of c.13%, driving cash of c.$79 million at 30 June 2025...

Investing in China Funds Offers Most Attractive Entry Point Now

Why current market dislocations may present compelling opportunities for discerning long-term investors...

British Land sees strong Q1 leasing at Broadgate and Norton Folgate

British Land reports robust first-quarter leasing across its Broadgate and Norton Folgate estates. Leasing momentum is expected to continue as occupiers seek best-in-class space in core London locations...

WPP revises H1 trading outlook amid ongoing macroeconomic pressure

WPP now anticipates H1 like-for-like revenue less pass-through costs to fall by 4.2–4.5%, with Q2 down 5.5–6.0%, resulting in headline operating profit of £400–425 million and a margin decline of 280–330 bps year-on-year...
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Funds

July 9, 2025

West Africa’s Gold Renaissance

In the heart of West Africa’s prolific gold belts, progressive reforms and cutting-edge technologies are transforming exploration and production, driving record outputs and sustainable practices...

An invisible commodity poised for a critical pivot

Investors are waking up to the tightening helium market, where every leak and balloon nods towards a supply crunch that could reshape multiple high-tech industries...

Red Sea incidents and policy shifts shape oil market currents

A sudden return of Red Sea attacks and evolving U.S. policy have injected fresh uncertainty into oil supply, setting the stage for renewed volatility...

One Health Group stakes its claim in Scunthorpe surgical network

One Health Group’s new Scunthorpe surgical hub signals a strategic shift in private-public healthcare partnerships...

FTSE finds footing amid tariff turbulence

As trade tensions flare and companies fine-tune guidance, the FTSE 100 navigates a delicate path between selective corporate strength and the spectre of supply-chain disruptions...

UK equities investing resurgence examined by Alex Wright, Fidelity Special Values

UK equities, long overlooked, have begun to shine as low valuations attract contrarian investors. Alex Wright of Fidelity Special Values Plc highlights that renewed buying interest has driven year to date outperformance against global peers and that mid- and small-cap stocks offer particularly attractive value opportunities...

Buried sands signal new frontier in Ortoire

Touchstone’s decision to deepen its Cascadura-5 well by 366 feet has unlocked 620 feet of rich Herrera sands, hinting at a substantial expansion of its Trinidad gas play...

Trump shifts copper market trajectory

July’s tariff shock revealed copper as more than a commodity — it became a flashpoint for geopolitics and industrial ambition...

Oil prices find firm footing amid resilient demand and supply discipline

A blend of disciplined production adjustments and robust holiday-season fuel use has given oil prices a firmer foundation, signalling a more balanced market outlook...

Chesnara Plc: Landing the big one

Chesnara’s £260m acquisition of HSBC Life (UK), funded through a deeply discounted 176p rights issue alongside cash and credit lines, is set to more than double EPS in 2026 and lift dividends by 6%, underscoring why its 8%+ yield looks hard to ignore...

Particles shaping tomorrow’s displays

A pioneer in patent‑driven quantum dot licensing, Nanoco’s cadmium‑free crystals are poised to underpin the next wave of energy‑efficient displays and beyond...

European shares eye turning point in trade standoff

European markets quietly advanced despite aggressive tariff threats, illustrating investors’ readiness to look past rhetoric and focus on strategic trade progress...

China’s market hints at hidden momentum

With consumer inflation nudging into positive territory even as factory deflation deepens, China’s equity markets are revealing an unexpected blend of risk and resilience...

Copper finds leverage amid trade showdown

Washington’s move to slap hefty levies on copper imports has transformed an industrial staple into a nerve centre of geopolitical and investment strategy...

Thailand offshore ambitions signal a new chapter for Valeura

A North Sea-veteran jack-up has just set the stage for Valeura’s next wave of tax-efficient wells beneath the Gulf of Thailand...

European equities recalibrate as investors weigh US trade cues

Midweek market shifts uncover subtle signals as investors prepare for fresh US trade outlooks...

Hunting reports 16% H1 EBITDA growth, raises dividend

Hunting PLC achieved H1 2025 EBITDA of c.$68–70 million, up c.16% year-on-year, and an EBITDA margin of c.13%, driving cash of c.$79 million at 30 June 2025...

Investing in China Funds Offers Most Attractive Entry Point Now

Why current market dislocations may present compelling opportunities for discerning long-term investors...

British Land sees strong Q1 leasing at Broadgate and Norton Folgate

British Land reports robust first-quarter leasing across its Broadgate and Norton Folgate estates. Leasing momentum is expected to continue as occupiers seek best-in-class space in core London locations...

WPP revises H1 trading outlook amid ongoing macroeconomic pressure

WPP now anticipates H1 like-for-like revenue less pass-through costs to fall by 4.2–4.5%, with Q2 down 5.5–6.0%, resulting in headline operating profit of £400–425 million and a margin decline of 280–330 bps year-on-year...
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Funds

July 9, 2025

FTSE 100

Funds