While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.
When there is tight supply in an industry it signals that returns are likely to rise. That is likely to be the case with UK brick manufacturing today, for example. In the UK overall, annual business...
Part of Investment Week's Tax Efficiency Awards series
Roman Gaiser and Gareth Simmons named managers
Countdown to 31 October
Not only improving gender diversity