Why we would sit tight in Renold despite a 50% takeover premium

Renold (RNO:AIM)

Price: 73.9p

Profit to date: 35.2%

We highlighted industrial chains and specialist torque transmission maker Renold (RNO:AIM) as a great investment opportunity in August 2024....

Thu, 29/05/2025 - 00:00


Facing a retirement reality check

New findings from the Financial Conduct Authority (FCA) have sounded the alarm on how unprepared many UK adults are for retirement. The regulator’s latest Financial...

Thu, 29/05/2025 - 00:00


Why Japan could yet affect wider markets’ mood

Moody’s downgrade of its rating of American government debt by one notch, to the second-highest mark of Aa1 from the highest of all, AAA, is...

Thu, 29/05/2025 - 00:00


The weight loss war: Who is winning out between Novo-Nordisk and Eli Lilly?

If a picture can tell a thousand words, a share price chart of Novo Nordisk (NOVOB-B:CPH) versus Eli Lilly (LLY:NYSE) strongly suggests the US firm...

Thu, 29/05/2025 - 00:00


How to analyse investment trust discounts

Discounts to the value of assets held, and more rarely premiums, are par for the course when it comes to investment trusts. These are best...

Thu, 29/05/2025 - 00:00


Emerging Markets: outperforming developed world shares, Mexico and Korea

1. Emerging markets (EMs) outperformance: EMs have outperformed global equities year-to-date, with a number of factors driving gains, including US dollar weakness, domestic demand opportunities and...

Thu, 29/05/2025 - 00:00


Exploring the relationship between emerging markets and the dollar

A strong dollar is typically a problem for emerging markets and, conversely, when the US currency is relatively weak it is a positive.

...

Thu, 29/05/2025 - 00:00


Small World: cobalt, beauty products and seaweed feature in our latest round-up of smaller companies

In what could be one of the biggest listings of the year, Cobalt Holdings – a company set up to buy and hold cobalt, as...

Thu, 29/05/2025 - 00:00


Mini-Berkshire Hathaway Markel has a strong track record

Markel  Group (MKL:NYSE)

Price: $1,867

Market Cap: £17.8 billion


With Warren Buffett recently (3 May) announcing his retirement from Berkshire Hathaway (BRK-B:NYSE), which he...

Thu, 29/05/2025 - 00:00


magazine 29 May 2025

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Eli Lilly versus Novo-Nordisk in the weight loss war and the mini-Berkshire chalking up stellar returns.

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