AJ Bell funds
Why companies which can lower the cost of doing business are well positioned
Few companies have escaped the impact of higher inflation, whether in the form of higher raw material and energy costs or increased labour and...
Thu, 04/08/2022 - 00:00
Explaining economic moats and why investors are so keen to own businesses which have them
Inflation in the UK recently hit a record 40-year high of 9.4%. This coincides with an increasing number of claims from actively managed equity...
Why companies who cross-sell have happy customers and investors
One of the great myths which chief executives use to promote big mergers and takeovers is the notion that sticking two companies together will...
Why Chipotle’s red-hot pricing power has positive read-across for Tortilla
Shares in Chipotle Mexican Grill (CMG:NYSE) sizzled on Wall Street after the fast casual restaurants star turn served up forecast-beating second quarter earnings (26...
Will the new Consumer Duty make any real difference?
I’ve been reading a lot about a new Consumer Duty recently. What exactly is it and will it make any difference to anything at...
FTSE 250: Can UK mid caps shine again and which stocks should you buy?
Mid-cap companies have always attracted investors. Seen as large enough to compete on a global scale, but not so big that their capacity for...
JD Sports’ Footasylum own goal shows why governance really matters
It’s easy to dismiss ESG (environmental, social and governance) investing as a fad. Certainly there has been a backlash in 2022 after a period...
How most UK banks won the market over with their second quarter results
The UK domestic banks second quarter reported season has prompted renewed interest in the sector from investors.
The results, for the most part,...
Unilever has strong brand power and big emerging markets potential
Shares believes a rally off of March’s five-year lows at fast-moving consumer goods goliath Unilever (ULVR) has further to run.
Inflationary...
Precision measurement firm Spectris looks set fair for further gains
Spectris (SXS) £29.34
Gain to date: 8.3%
We tipped specialist engineering group Spectris (SXS) at £27.09 at...