Consumer goods goliath haleon offers growth at a reasonable price

A whistle-stop tour of new faces, farewells, winners and losers

THE COMPANIES BOOSTING RETURNS TO SHAREHOLDERS

This high-quality, defensive food manufacturer has a long growth runway ahead and the shares are cheap relative to history

WHO IS WINNING BETWEEN NOVO-NORDISK AND ELI LILLY?

The business has consistently outperformed its markets over the long term

Regular readers may recall we tipped infrastructure and ...