COMPREHENSIVE EQUITY FOCUSED REPORTS, KEEPING YOU IN TOUCH WITH THE MAJOR MARKET THEMES
Clients receive equity focused reports throughout the year, ensuring they are kept up to speed with major stock market developments. These reports comprise of fundamental and technical analysis, broker views and ‘buy’ or ‘short-sell’ trade ideas.
The reports are available to clients on the date of publication. Non-clients are able to download the reports from this page a few weeks later.
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- Scottish Mortgage Investment Trust Plc – Special Report
Shares in SMT gained over 100% in 2020 – the FTSE 100’s best performing member. Its fund consists of many mega-cap US and Chinese technology stocks, including Tesla and Alibaba.
- Lloyds Banking Group Plc – Special Report
The glory days of pre-financial-crisis are long gone. Shares have failed to trade above 100p for over a decade. Is there are investment case for Lloyds?
- UK Travel Sector Recovery 2021
The travel, tourism and hospitality sectors were devastated in 2020. What are the chances of a meaningful recovery in 2021? This report focuses on a number of UK listed stocks including IAG and Carnival.
- Electric Vehicles – Tesla vs NIO
The EV sector is racing. Tesla and NIO shares gained over 1,000% and 3,000% respectively from the lows in 2020 (no that is not a typo!). Is it possible to justify buying at these prices?
- S&P 500 Outlook for 2021
Having rallied 67% from the March-lows, some market strategists believe the S&P 500 could rally a further 22% in 2021. Do you agree?
- FTSE Vaccine Victors
A number of pharmaceutical companies are reportedly closing in on a COVID-19 vaccine. Could this be the time to buy the FTSE’s most depressed stocks?
- Trading Lloyds
With Lloyds Banking Group trading at an 8-year low, is now the time to buy?
- Bargain Bluechips 2020
A selection of 8 UK equities to consider adding to the portfolio for the second half of 2020. Includes stocks from the Banking, Travel and Industrial sectors.
- Top Equity Picks 2020
A selection of 10 UK and U.S. equities to consider adding to the portfolio in 2020. Includes Exxon Mobil, Intel, Prudential and ITV.
- General Election Winners & Losers
A selection of UK equities which stand to benefit or lose in, Conservative or Labour General Election outcomes . Includes Lloyds Banking Group, Royal Mail, Severn Trent and Rolls Royce.
- Buying for a Bounce
A selection of UK and U.S. equities which could be prime for a bounce following recent declines. Includes Lloyds Banking Group and Caterpillar.
- Top Picks for Q4
Some of the stocks in this report have gained more than 40% so far in 2019, can this continue for the final quarter? Includes Unilever and Microsoft.
- 3 Stocks to Buy in H2
A few stocks to consider adding to the portfolio for the second half of 2019. Includes AstraZeneca.
- 3 Stocks to Sell in H2
Three stocks to sell or ‘short sell’ ahead going into the second half of 2019. Includes Lloyds Banking Group.
- Brexit Playbook
Which stocks are set to gain or lose in the event of a deal or no-deal Brexit outcome? A must-read for those with UK focussed stocks. Includes Aviva and Taylor Wimpey.
- Top Dividend Picks 2019
A selection of UK equities to consider adding to your portfolio for 2019. Includes SSE and Vodafone.
- Top 3 Banks
A selection of banking stocks from across Europe and the U.S. Features JP Morgan.
- FAANG Stocks 2019
The famed U.S. technology giants are detailed in this report. Includes Apple and Facebook.
- FTSE Miners 2019
FTSE listed basic resource stocks are in focus in this report. Includes Rio Tinto.
- Top UK Equity Picks for 2019
A comprehensive selection of UK equities to consider adding to the portfolio for 2019. Includes Compass Group and Diageo.