Just group has the wind behind it

Every generation gets one industrial revolution. Ours is AI – still novel, not yet fully understood, but certain to become so embedded in life that we’ll forget how we ever worked without it. The ques

The strategy employed by Temple Bar is known as value investing. This is the process of buying a company’s stock for less than its true worth, or intrinsic value. By buying at a discount, this strateg

Companies in the news and how they were assessed

During the pandemic, profits across the global luxury sector jumped as consumers, unable to spend their disposable income elsewhere, splashed out on high-end purchases. This pulled forward a lot of de

Japan’s politics are unstable (see page 4), the yen is trading at multi-decade lows against most major currencies, long-term government bond yields have soared, and inflation is picking up again. Yet

The combined market capitalisation of the Magnificent Seven group of US mega-cap stocks – Alphabet, Amazon, Apple, Meta , Microsoft, Nvidia and Tesla– is now over $22trn, meaning these seven stocks ma