Stock pick for 2024: Take advantage of this 'generational opportunity' to buy Conduit

Conduit Holdings (CRE) is the parent company of Conduit Re, a Bermuda-based pure-play reinsurance company which launched in December 2020 when the holding company listed...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: Hollywood Bowl is a strikingly resilient operator trading at the wrong price

Ten-pin bowling operator Hollywood Bowl (BOWL) is a super-resilient, cash-generative company whose growth potential in the UK and Canada looks underappreciated by the market based...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: Just Group is so cheap and has big growth drivers behind it

Annuities and lifetime mortgage specialist Just Group (JUST) looks screamingly cheap at its current price. We think 2024 will see a rerating from its current...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: The market has not spotted RELX for the AI winner it is

FTSE 100 firm RELX (REL) is ‘ahead of the game’ when it comes to integrating artificial intelligence (AI) into its business and we think this...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: Hunting is attractively priced and evidence of transformation is a clear catalyst

Energy services firm Hunting (HTG) is in the midst of a transformation which we think continues to be underappreciated by the market. The company has...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: B&M's growth ambitions and value focus make it a compelling story

Investors seeking a resilient, dividend-paying growth company at the forefront of the consumer trend towards trading down should buy B&M European Value Retail (BME). The...

Thu, 21/12/2023 - 00:00


Emerging markets: China property fixes and dollar weakness

1. Earnings: Consensus forecasts call for 18% earnings growth for the MSCI Emerging Markets Index in 2024, which compares to a forecast 9% contraction in...

Thu, 21/12/2023 - 00:00


Stock pick for 2024: MongoDB is one of the hottest software plays on AI

We believe MongoDB (MDB:NASDAQ) could be one of the hottest ways to play another strong year of AI (artificial intelligence) growth in 2024, and many...

Thu, 21/12/2023 - 00:00


How does pension drawdown work and can I vary withdrawals?

Please could you explain how pension drawdown works? Instead of taking 25% tax-free lump sum in one go, is it possible to take a smaller...

Thu, 21/12/2023 - 00:00


Discover the stocks the professionals changed their minds on in 2023

For the second part of our annual survey, we asked fund managers if they had changed their view on any stocks this year, for better...

Thu, 21/12/2023 - 00:00


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