News

CQS Natural Resources Growth & Income Fund: Why Energy Scarcity and M&A Are Driving the Next Commodities Boom (Video)

CQS Natural Resources Growth & Income Fund Co-Fund Manager Robert Crayfourd outlines why a capital shift from AI hype to real-world scarcity is brewing a powerful commodities upcycle — and how the trust is positioned to ride it...

Drax Group Gains Momentum as Tolling Agreement Enhances Value, Says Longspur Research

Drax Group valuation lifted to 1093p by Longspur after new tolling agreement strengthens earnings and flexibility strategy outlook...

Renishaw reports strong H1 growth with record Q2 and rising order book

Renishaw delivered 7.1% revenue growth to £365.6m in H1 FY2026, with adjusted operating profit up 11.4% and margin improving to 15.7%...

Barratt Redrow delivers stable HY26 performance, reaffirms full-year guidance

Barratt Redrow reported 7,444 home completions in the first half of FY26, with adjusted profit before tax of £199.9m...

Severn Trent on track for environmental targets and record capital investment year

Severn Trent Plc says trading for the period to 10 February 2026 is in line with expectations, with strong operational momentum and capital investment expected at the top end of its £1.7–£1.9 billion guidance...

Assessing China’s AI momentum one year after DeepSeek

One year after the launch of DeepSeek, China’s renewed AI momentum raises a key question for investors: does it reflect short-term enthusiasm or a deeper structural shift? With Chinese equities having rallied strongly, attention is turning to what has genuinely changed, and what this means for portfolio positioning...

Aptamer technology integrated into Twist’s new TrueAmp NGS Library Prep Kit

Aptamer Group has announced that Twist Bioscience Corporation has launched its TrueAmp Library Preparation Kit, incorporating Aptamer’s proprietary Optimer® binders to enable room-temperature stability in next-generation sequencing workflows...

Ruffer Investment Company: Equities lead January gains

Ruffer Investment Company reported a strong start to 2026, with equities driving positive performance as markets rallied on rate cuts and resilient growth...

KEFI completes US$340m Tulu Kapi project financing with US$20m royalty deal

KEFI has signed a US$20 million equity-ranking royalty agreement with Chancery Royalty, completing the core funding structure for the US$340 million Tulu Kapi Gold Project in Ethiopia...

Manx Financial Group reports strong 2025 lending and margin expansion

Manx Financial Group recorded continued operational growth in 2025, with Conister Bank’s net lending rate rising to 10.4% and net interest margin improving 15.9% year-on-year...

Surface Transforms targets OEM demand with high-performance braking technology

Carbon-ceramic brake leader Surface Transforms builds momentum with OEM-focused technology...

Meren Energy appoints Oliver Quinn as CEO to lead execution phase

Meren Energy shifts to delivery mode under new CEO Dr Oliver Quinn, maintaining strategic focus and operational continuity...

Criterium Energy Provides Tungkal PSC Update and Approves 2026 Gas-Focused Budget

Criterium Energy reported progress on its SE-MGH and N-MGH gas developments, including pipeline construction, reduced project capital costs, and first gas targeted for Q2 2026. The Company also outlined a 2026 capital program focused on bringing gas production online while maintaining options to enhance oil recovery...

Graphite sector gains strategic momentum as battery markets expand

Graphite demand is rising fast, integrated producers like Tirupati are well positioned as energy markets scale...

Meridianbet secures key Maltese licences with Fairbet takeover

Meridianbet has acquired Fairbet to double its retail presence in Malta and secure long-term control of two rare gaming licences...

Asia small-cap investing beyond growth stories and risk myths

Long-term market history and hands-on research challenge common assumptions about Asia small-cap investing, revealing how disciplined valuation and business quality have driven returns over time...

AI gives retailers an edge as Gen Z shopping habits reshape the market

Gen Z’s evolving shopping habits are changing retail, AI helps brands keep pace with faster trends, higher expectations and local relevance...

Airbus advances SAF strategy in Asia-Pacific

Airbus is increasing its role in Asia-Pacific’s SAF rollout to align with airline demand and regional climate policy...

CyanConnode positioned to benefit as India Accelerates Power Market Digitisation (LON:CYAN)

India’s move towards peer to peer power trading highlights growing demand for smart metering, positioning CyanConnode for grid modernisation opportunities...

Strategic wealth positioning amid global shifts in 2026

Discover why wealthy investors are focusing on regulatory resilience, liquidity and cross‑border diversification in 2026...
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CQS Natural Resources Growth & Income Fund: Why Energy Scarcity and M&A Are Driving the Next Commodities Boom (Video)

CQS Natural Resources Growth & Income Fund Co-Fund Manager Robert Crayfourd outlines why a capital shift from AI hype to real-world scarcity is brewing a powerful commodities upcycle — and how the trust is positioned to ride it...

Drax Group Gains Momentum as Tolling Agreement Enhances Value, Says Longspur Research

Drax Group valuation lifted to 1093p by Longspur after new tolling agreement strengthens earnings and flexibility strategy outlook...

Renishaw reports strong H1 growth with record Q2 and rising order book

Renishaw delivered 7.1% revenue growth to £365.6m in H1 FY2026, with adjusted operating profit up 11.4% and margin improving to 15.7%...

Barratt Redrow delivers stable HY26 performance, reaffirms full-year guidance

Barratt Redrow reported 7,444 home completions in the first half of FY26, with adjusted profit before tax of £199.9m...

Severn Trent on track for environmental targets and record capital investment year

Severn Trent Plc says trading for the period to 10 February 2026 is in line with expectations, with strong operational momentum and capital investment expected at the top end of its £1.7–£1.9 billion guidance...

Assessing China’s AI momentum one year after DeepSeek

One year after the launch of DeepSeek, China’s renewed AI momentum raises a key question for investors: does it reflect short-term enthusiasm or a deeper structural shift? With Chinese equities having rallied strongly, attention is turning to what has genuinely changed, and what this means for portfolio positioning...

Aptamer technology integrated into Twist’s new TrueAmp NGS Library Prep Kit

Aptamer Group has announced that Twist Bioscience Corporation has launched its TrueAmp Library Preparation Kit, incorporating Aptamer’s proprietary Optimer® binders to enable room-temperature stability in next-generation sequencing workflows...

Ruffer Investment Company: Equities lead January gains

Ruffer Investment Company reported a strong start to 2026, with equities driving positive performance as markets rallied on rate cuts and resilient growth...

KEFI completes US$340m Tulu Kapi project financing with US$20m royalty deal

KEFI has signed a US$20 million equity-ranking royalty agreement with Chancery Royalty, completing the core funding structure for the US$340 million Tulu Kapi Gold Project in Ethiopia...

Manx Financial Group reports strong 2025 lending and margin expansion

Manx Financial Group recorded continued operational growth in 2025, with Conister Bank’s net lending rate rising to 10.4% and net interest margin improving 15.9% year-on-year...

Surface Transforms targets OEM demand with high-performance braking technology

Carbon-ceramic brake leader Surface Transforms builds momentum with OEM-focused technology...

Meren Energy appoints Oliver Quinn as CEO to lead execution phase

Meren Energy shifts to delivery mode under new CEO Dr Oliver Quinn, maintaining strategic focus and operational continuity...

Criterium Energy Provides Tungkal PSC Update and Approves 2026 Gas-Focused Budget

Criterium Energy reported progress on its SE-MGH and N-MGH gas developments, including pipeline construction, reduced project capital costs, and first gas targeted for Q2 2026. The Company also outlined a 2026 capital program focused on bringing gas production online while maintaining options to enhance oil recovery...

Graphite sector gains strategic momentum as battery markets expand

Graphite demand is rising fast, integrated producers like Tirupati are well positioned as energy markets scale...

Meridianbet secures key Maltese licences with Fairbet takeover

Meridianbet has acquired Fairbet to double its retail presence in Malta and secure long-term control of two rare gaming licences...

Asia small-cap investing beyond growth stories and risk myths

Long-term market history and hands-on research challenge common assumptions about Asia small-cap investing, revealing how disciplined valuation and business quality have driven returns over time...

AI gives retailers an edge as Gen Z shopping habits reshape the market

Gen Z’s evolving shopping habits are changing retail, AI helps brands keep pace with faster trends, higher expectations and local relevance...

Airbus advances SAF strategy in Asia-Pacific

Airbus is increasing its role in Asia-Pacific’s SAF rollout to align with airline demand and regional climate policy...

CyanConnode positioned to benefit as India Accelerates Power Market Digitisation (LON:CYAN)

India’s move towards peer to peer power trading highlights growing demand for smart metering, positioning CyanConnode for grid modernisation opportunities...

Strategic wealth positioning amid global shifts in 2026

Discover why wealthy investors are focusing on regulatory resilience, liquidity and cross‑border diversification in 2026...
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