We scan global stocks for genuine oddity, starting with management behaviour. We take a closer look at a company's accounts, paying particular attention to the balance sheet and indicators of effectiveness of capital allocation.
We get an understanding of sales and cashflow, and we read what management says about the business and current conditions. We look for evidence of either an unusually benign environment for growth...
Biggest monthly fall in sentiment since 2013
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.