December 2, 2025

Adjusting exposure ahead of the narrative shift

Arbuthnot Latham is repositioning for what comes after the rally, favouring stability, diversification, and optionality across portfolios...

When the narrative breaks the numbers start to matter

From prison policy to Gen Z spending, two global shifts are breaking old assumptions and reshaping how investors need to think...

Building resilience by mapping business services to risk

Acuity Risk Management’s operational resilience framework centres on fully mapping business‑critical services, aligning dependencies and risks, embedding resilience in governance and vendor strategy, and keeping the system adaptive...

CMC Markets Presentation: API-Driven Growth Surges as Westpac Deal Ignites Strategic Shift

CMC Markets has moved beyond its CFD roots. With 2,400% API account growth, a landmark Westpac partnership, and a Super App that bridges TradFi and DeFi, HY26 results reveal a..

Foresight Group reports higher revenue and AUM growth in H1 FY26

Foresight Group posted an 11% rise in revenue to £81.5 million and increased assets under management to £13.7 billion for the six months to 30 September 2025...

Wizz Air reports passenger growth and lower CO2 in November 2025

Wizz Air carried 5.25 million passengers in November, up 8.6% year on year, with capacity rising 9.5% and a load factor of 90.7%...

Endeavour Mining sets five year target to discover up to 15Moz

Endeavour Mining has outlined a five year exploration plan aiming to discover 12 to 15 million ounces of mineral resources at a cost below 40 dollars per ounce...

Schroders hosts Investor Day highlighting growth plans for Schroders Capital

Schroders is holding an investor day focused on Schroders Capital, outlining its scale in private markets with £72.8 billion in assets under management and plans to reach £100 billion by..

SEGRO agrees pre let for 86,000 sq m distribution centre in Rhine Ruhr

SEGRO has reached a pre let agreement with a major international retailer for an 86,000 sq m distribution centre in Germany's Rhine Ruhr region...

B.P. Marsh announces leadership changes, Brian Marsh becomes Non Executive Chair

B.P. Marsh & Partners has confirmed a leadership transition as founder Brian Marsh moves to Non Executive Chair...

Pantheon Resources issues Dubhe 1 operational and cost update

Pantheon Resources has provided an update on the Dubhe 1 well, confirming ongoing clean up with modest light oil production and rising gas volumes...

Ethtry Plc closes £5.3m fundraise, CEO subscribes

Ethtry PLC has received a further £86,000 in subscription monies, bringing the total raised to £5.302m and confirming the Fundraise is now closed...

JPM European Discovery predicts growth outlook on military spend and ECB interest rate reduction

JPMorgan European Discovery Trust reported that it outperformed its benchmark in October, helped by positions in aerospace and defence and electronic equipment...

Touchstone Exploration Director Peter Nicol purchases 650,000 shares

Touchstone Exploration Inc. has reported that Non Executive Director Peter Nicol purchased 650,000 common shares on 1 December 2025 at £0.069 per share...

BARR (A.G.) PLC ORD 4 1/6P (BAG.L) Stock Analysis: A Refreshing 18% Potential Upside in the Non-Alcoholic Beverage Sector

In the ever-evolving landscape of consumer goods, BARR (A.G.) PLC (BAG.L) stands out as a quintessential player in the non-alcoholic beverages industry. With its rich history dating back to 1875,..

Goodwin PLC (GDWN.L) Stock Analysis: A Hidden Gem in the Specialty Industrial Machinery Sector

Goodwin PLC (GDWN.L) is making waves in the Specialty Industrial Machinery sector, capturing investor attention with its robust financial performance and strategic market positioning. Listed on the London Stock Exchange,..

Investor Outlook: BANKERS INVESTMENT TRUST PLC (BNKR.L) Navigating Market Volatility with a 2.05% Dividend Yield

For investors seeking exposure to global equity markets through a diversified portfolio, the Bankers Investment Trust PLC (LSE: BNKR.L) presents an intriguing opportunity. With a history stretching back to 1888,..

Balfour Beatty PLC (BBY.L) Stock Analysis: Revenue Growth Shines Amidst Modest Valuation Challenges

Balfour Beatty PLC (BBY.L), a stalwart in the engineering and construction industry, continues to be a key player in the infrastructure sector, with a market capitalization of $3.4 billion. Headquartered..

Ashmore Group PLC (ASHM.L) Stock Analysis: Dividend Yield Attracts Amidst Challenges

Ashmore Group PLC (ASHM.L), a stalwart in the asset management sector, commands attention with its striking dividend yield of 10.37%, a figure that will likely intrigue income-focused investors. Despite operating..

Assura PLC (AGR.L): Investor Outlook on the UK’s Leading Healthcare REIT with a Solid 7.08% Dividend Yield

Assura PLC (AGR.L), a prominent name in the UK’s real estate sector, stands at the forefront of healthcare-focused Real Estate Investment Trusts (REITs). With a market capitalization of $1.54 billion,..

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December 2, 2025

Adjusting exposure ahead of the narrative shift

Arbuthnot Latham is repositioning for what comes after the rally, favouring stability, diversification, and optionality across portfolios...

When the narrative breaks the numbers start to matter

From prison policy to Gen Z spending, two global shifts are breaking old assumptions and reshaping how investors need to think...

Building resilience by mapping business services to risk

Acuity Risk Management’s operational resilience framework centres on fully mapping business‑critical services, aligning dependencies and risks, embedding resilience in governance and vendor strategy, and keeping the system adaptive...

CMC Markets Presentation: API-Driven Growth Surges as Westpac Deal Ignites Strategic Shift

CMC Markets has moved beyond its CFD roots. With 2,400% API account growth, a landmark Westpac partnership, and a Super App that bridges TradFi and DeFi, HY26 results reveal a company building financial infrastructure for the next decade...

Foresight Group reports higher revenue and AUM growth in H1 FY26

Foresight Group posted an 11% rise in revenue to £81.5 million and increased assets under management to £13.7 billion for the six months to 30 September 2025...

Wizz Air reports passenger growth and lower CO2 in November 2025

Wizz Air carried 5.25 million passengers in November, up 8.6% year on year, with capacity rising 9.5% and a load factor of 90.7%...

Endeavour Mining sets five year target to discover up to 15Moz

Endeavour Mining has outlined a five year exploration plan aiming to discover 12 to 15 million ounces of mineral resources at a cost below 40 dollars per ounce...

Schroders hosts Investor Day highlighting growth plans for Schroders Capital

Schroders is holding an investor day focused on Schroders Capital, outlining its scale in private markets with £72.8 billion in assets under management and plans to reach £100 billion by 2027...

SEGRO agrees pre let for 86,000 sq m distribution centre in Rhine Ruhr

SEGRO has reached a pre let agreement with a major international retailer for an 86,000 sq m distribution centre in Germany's Rhine Ruhr region...

B.P. Marsh announces leadership changes, Brian Marsh becomes Non Executive Chair

B.P. Marsh & Partners has confirmed a leadership transition as founder Brian Marsh moves to Non Executive Chair...

Pantheon Resources issues Dubhe 1 operational and cost update

Pantheon Resources has provided an update on the Dubhe 1 well, confirming ongoing clean up with modest light oil production and rising gas volumes...

Ethtry Plc closes £5.3m fundraise, CEO subscribes

Ethtry PLC has received a further £86,000 in subscription monies, bringing the total raised to £5.302m and confirming the Fundraise is now closed...

JPM European Discovery predicts growth outlook on military spend and ECB interest rate reduction

JPMorgan European Discovery Trust reported that it outperformed its benchmark in October, helped by positions in aerospace and defence and electronic equipment...

Touchstone Exploration Director Peter Nicol purchases 650,000 shares

Touchstone Exploration Inc. has reported that Non Executive Director Peter Nicol purchased 650,000 common shares on 1 December 2025 at £0.069 per share...
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December 2, 2025

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