3 months ago • 3:51 mins
There’s been a constant stream of pessimism about “UK plc” of late – and this naturally awakened the contrarian in me. So I decided to look at the corporate UK landscape from a different perspective, hunting for whatever green shoots I might find. I dug into analyses from JPMorgan and AJ Bell and found three big reasons for optimism in Britain’s largest companies. Here they are…
From a valuation perspective, the country’s stocks appear attractively priced. The MSCI’s UK index’s forward P/E ratio – the price-to-earnings measure that uses forecasted profits in its calculation – has fallen to a record low relative to the MSCI World index. And as you can tell from the chart, it’s now dipped well below two standard deviations from its usual,
Two pharma giants have got breakthrough weight-loss treatments. So Luke’s looked at this industry, and whether it can add some heft to your portfolio.
Morgan Stanley’s prestigious wealth management unit has been selling off some US stocks to boost its exposure to developing economies. Russell explains why it’s betting so big
There aren’t a lot of pure AI stocks out there, but there is Nvidia. Paul breaks down everything you need to know about the chip giant and its AI future.