Positioning Watch – The Herd Behavior Strikes Back!
Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...
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Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
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VietNam Holding - First redemption tender a success
VietNam Holding (VNH) delivered a 27.3% net asset value (NAV) per share total return over the last 12 months (ending 31 October) in sterling terms....
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Hardman & Co Investor Forum Research on Shield Therapeutics (STX): Proactive cash management to cashflow-breakeven
Shield is a commercial-stage pharma company delivering specialty products that address the needs of patients with iron deficiency (ID). Since its...
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Murray Income Trust - Income focus keeps paying dividends
Murray Income Trust (MUT) invests in high-quality, mainly UK-listed stocks. MUT’s manager, Charles Luke, believes quality stocks are best placed to...
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