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Currency hedging returns to the agenda for Australian investors

Australian investors may need to revisit currency hedging as US dollar uncertainty changes portfolio risk and timing decisions...

AI fears put software valuations back on the investor radar | Ruffer Investment Company

Fiona Ker of Ruffer says AI fears have pushed software valuations lower, creating a more attractive entry point for selective investors...

Finsbury Growth & Income Trust delivers strong April NAV gain

Finsbury Growth & Income Trust’s NAV rose 6.1% in April 2026, supported by gains from London Stock Exchange Group, Intertek and RELX, with the manager highlighting portfolio exposure to high-quality..

Healthspan moves up the investor agenda

Healthspan is becoming a clearer investor theme as ageing markets shift towards prevention, function and healthier later-life years...

IoT botnets strengthen the case for Corero’s DDoS protection

IoT botnets are increasing demand for fast DDoS protection, strengthening the relevance of Corero’s real-time mitigation technology...

Ur-Energy advances US uranium growth with Shirley Basin start-up

Geiger Counter portfolio holding Ur-Energy has started mining at Shirley Basin, strengthening its US uranium production platform...

Shawbrook delivers Q1 loan growth and reaffirms medium-term targets

Shawbrook reported continued balance sheet growth, stable asset quality and improved funding costs in Q1 2026, while outlining FY26 targets including c.17% underlying return on tangible equity...

Great Portland Estates completes leasing campaign at Nineteen Wells Street

GPE has fully let or placed under offer all floors at Nineteen Wells Street, W1, securing £3.7 million of annual rent six months after completion...

Spire Healthcare confirms FY26 outlook after in-line trading

Spire Healthcare said trading for the first four months of 2026 was in line with expectations, with strong private patient revenue growth and FY26 adjusted EBITDA still targeted broadly in..

RTW Bio NAV rises 7.0% in April as biotech IPO and M&A activity accelerates

RTW Bio reported an unaudited NAV of US$2.59 per share at 30 April 2026, up 7.0% for the month, supported by strong performance from Kailera and other portfolio holdings amid..

Rio Tinto appoints Trudi Charles as Chief Legal Officer

Rio Tinto has named Trudi Charles as Chief Legal Officer, Governance & Corporate Affairs, succeeding Isabelle Deschamps. Charles joins from BP plc and will take up the role on 1..

Reckitt hosting “Focus On: Digital Science” investor seminar today

Reckitt will host its latest “Focus On” investor seminar, highlighting how its digital and R&D teams use proprietary data, predictive science and generative AI to accelerate innovation and productivity. The..

Burberry reports return to sales growth in FY26

Burberry Group plc reported preliminary results for the 52 weeks ended 28 March 2026, with comparable store sales up 2% and adjusted operating profit rising to £160 million. The company..

National Grid delivers growth across earnings, assets and investment

National Grid delivered FY2026 underlying EPS growth of 8% at constant currency, statutory EPS growth of 9%, and record capital investment of £11.6 billion, supporting asset growth of 10.9%...

3i Group reports strong FY2026 returns and £750m buyback programme

3i Group delivered a 22% total return in FY2026, driven by continued growth at Action and strong Private Equity performance, while increasing NAV per share and announcing a share buyback..

Valeura Energy delivers resilient Q1 2026 performance

Valeura Energy reported steady Q1 2026 production, positive adjusted cash flow from operations, and no debt, while April sales strengthened following deferred liftings and higher realised prices...

Pharos Energy Positioned for Stronger Production Growth in 2026, Says Progressive Research

Pharos Energy (LON:PHAR) has delivered a positive operational update ahead of its AGM, with the latest research note from Progressive Equity Research highlighting steady production, a strong balance sheet and..

Elemental Royalty reports record Q1 2026 revenue and adjusted EBITDA

Elemental Royalty reported Q1 2026 revenue of US$24.3 million and adjusted EBITDA of US$17.7 million, supported by higher metal prices and contributions from key royalty assets...

Gattaca expects FY26 profit ahead of market forecasts

Gattaca says strong contract recruitment and operational discipline have lifted FY26 expectations, with underlying profit before tax now expected to be at least £6.0 million...

Law Debenture Declares 8.875p First Interim Dividend for 2026

Law Debenture Corporation has declared a first interim dividend of 8.875 pence per share, up 6% year on year. The dividend will be paid on 3 July 2026 to shareholders..
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Currency hedging returns to the agenda for Australian investors

Australian investors may need to revisit currency hedging as US dollar uncertainty changes portfolio risk and timing decisions...

AI fears put software valuations back on the investor radar | Ruffer Investment Company

Fiona Ker of Ruffer says AI fears have pushed software valuations lower, creating a more attractive entry point for selective investors...

Finsbury Growth & Income Trust delivers strong April NAV gain

Finsbury Growth & Income Trust’s NAV rose 6.1% in April 2026, supported by gains from London Stock Exchange Group, Intertek and RELX, with the manager highlighting portfolio exposure to high-quality businesses and AI-related data opportunities...

Healthspan moves up the investor agenda

Healthspan is becoming a clearer investor theme as ageing markets shift towards prevention, function and healthier later-life years...

IoT botnets strengthen the case for Corero’s DDoS protection

IoT botnets are increasing demand for fast DDoS protection, strengthening the relevance of Corero’s real-time mitigation technology...

Ur-Energy advances US uranium growth with Shirley Basin start-up

Geiger Counter portfolio holding Ur-Energy has started mining at Shirley Basin, strengthening its US uranium production platform...

Shawbrook delivers Q1 loan growth and reaffirms medium-term targets

Shawbrook reported continued balance sheet growth, stable asset quality and improved funding costs in Q1 2026, while outlining FY26 targets including c.17% underlying return on tangible equity...

Great Portland Estates completes leasing campaign at Nineteen Wells Street

GPE has fully let or placed under offer all floors at Nineteen Wells Street, W1, securing £3.7 million of annual rent six months after completion...

Spire Healthcare confirms FY26 outlook after in-line trading

Spire Healthcare said trading for the first four months of 2026 was in line with expectations, with strong private patient revenue growth and FY26 adjusted EBITDA still targeted broadly in line with FY25...

RTW Bio NAV rises 7.0% in April as biotech IPO and M&A activity accelerates

RTW Bio reported an unaudited NAV of US$2.59 per share at 30 April 2026, up 7.0% for the month, supported by strong performance from Kailera and other portfolio holdings amid rising biotech IPO and M&A activity...

Rio Tinto appoints Trudi Charles as Chief Legal Officer

Rio Tinto has named Trudi Charles as Chief Legal Officer, Governance & Corporate Affairs, succeeding Isabelle Deschamps. Charles joins from BP plc and will take up the role on 1 August 2026...

Reckitt hosting “Focus On: Digital Science” investor seminar today

Reckitt will host its latest “Focus On” investor seminar, highlighting how its digital and R&D teams use proprietary data, predictive science and generative AI to accelerate innovation and productivity. The event begins at 15:00 BST and will be led by Chief R&D Officer Angela Naef, alongside senior finance, technology and AI leaders...

Burberry reports return to sales growth in FY26

Burberry Group plc reported preliminary results for the 52 weeks ended 28 March 2026, with comparable store sales up 2% and adjusted operating profit rising to £160 million. The company highlighted strong fourth-quarter performance in Greater China and the Americas and expects further progress in FY27...

National Grid delivers growth across earnings, assets and investment

National Grid delivered FY2026 underlying EPS growth of 8% at constant currency, statutory EPS growth of 9%, and record capital investment of £11.6 billion, supporting asset growth of 10.9%...

3i Group reports strong FY2026 returns and £750m buyback programme

3i Group delivered a 22% total return in FY2026, driven by continued growth at Action and strong Private Equity performance, while increasing NAV per share and announcing a share buyback programme of up to £750 million...

Valeura Energy delivers resilient Q1 2026 performance

Valeura Energy reported steady Q1 2026 production, positive adjusted cash flow from operations, and no debt, while April sales strengthened following deferred liftings and higher realised prices...

Elemental Royalty reports record Q1 2026 revenue and adjusted EBITDA

Elemental Royalty reported Q1 2026 revenue of US$24.3 million and adjusted EBITDA of US$17.7 million, supported by higher metal prices and contributions from key royalty assets...

Gattaca expects FY26 profit ahead of market forecasts

Gattaca says strong contract recruitment and operational discipline have lifted FY26 expectations, with underlying profit before tax now expected to be at least £6.0 million...

Law Debenture Declares 8.875p First Interim Dividend for 2026

Law Debenture Corporation has declared a first interim dividend of 8.875 pence per share, up 6% year on year. The dividend will be paid on 3 July 2026 to shareholders on the register at 5 June 2026...
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