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12 March 2026
Magnum’s meltdown: can Unilever’s ice cream spin-off recover from a bad start?In December 2025 investors in Unilever received free shares in the world’s largest ice cream manufacturer following the demerger of The Magnum Ice Cream Company. Just weeks later, a mixed set of maiden results (12 February) from the new entity, saw its shares melt under the glare of the public markets.
The Unilever spin-off brought inevitable one...
12 March 2026
Data disrupted: How AI is hitting everything from comparison sites to software and analytics firmsIn early February 2026 ChatGPT rival Claude, a large language model owned by Anthropic, released a suite of specialized AI tools which sent a shockwave through certain sectors.
The software space was already under pressure from generative AI which is increasingly writing code. Anthropic CEO Dario Amodei told listeners on a recent podcast that the...
20 February 2026
Is now the time to shine a light on emerging markets?Ask the experts. Russ Mould is on hand to answer your queries about the financial markets. If you'd like a question considered for a future edition, send it in now .
Amid all the talk about Trump it feels like emerging markets are being ignored, what is their outlook like in the current market environment?
Michael
Russ Mould, AJ Bell Investment...
19 February 2026
What to expect from a Buffett-less Berkshire HathawayFor the first time in six decades Omaha-based Berkshire Hathaway will release its fourth quarter results on 27 February without Warren Buffett at the helm, after he stepped down as CEO at the end of 2025.
Under his leadership the company’s value has seen a cumulative gain of over 5,500,000% compared with 39,000% for the S&P 500 index. Incoming...
19 February 2026
The dangers of hopping on the latest hot themeAs I write it feels like the world has gone gold crazy. The precious metal not just taking out all-time highs in nominal terms but also trading way above its ‘real’ or inflation-adjusted highs before turning sharply lower.
This column is not going to attempt a guess at where gold might go next but it is just the latest in countless examples of...
