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13 hours ago | 
investorschronicle.co.uk | Christopher Akers
Earnings growth forecasts must be balanced against valuationPublished on May 15, 2025Our latest momentum screens highlight positive earnings trends for aerospace and defence stocks amid a rapidly changing security landscape and positive news on tariffs. On our UK large-cap screen, Rolls-Royce (RR.) once again passed all tests.
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1 day ago | 
investorschronicle.co.uk | Christopher Akers
Imperial Brands chief executive Stefan Bomhard to retireTobacco pricing continues to offset lower volumesPublished on May 14, 2025
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2 days ago | 
investorschronicle.co.uk | Christopher Akers
Recurring revenue up 23 per centAttractive valuationDiaceutics (DXRX) expects to deliver a return to profit in 2025 on revenue growth of 25 per cent, as the Aim-traded pharma and biotech technology and solutions provider delivered annual results in line with its January trading update. Momentum at the company, which works with 18 of the top 20 global pharma companies, remains evident. The total contract value of sales to this April was up 93 per cent to £18.7mn, while revenue jumped 35 per cent.
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5 days ago | 
spectator.co.uk | Christopher Akers
The Catholic Church now has its first American pope, but Robert Francis Prevost’s papal name of Leo XIV is perhaps far more significant than his national origins. The name gives a heavy hint about how the new pontiff might address our contemporary economic and social ills. The use of Leo points back to the reforming 19th-century Pope Leo XIII who, like Prevost, was faced with steering the Church through a world in ideological flux. Leo XIII was pontiff from 1878 to 1903.
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1 week ago | 
investorschronicle.co.uk | Christopher Akers
The Federal Reserve kept US interest rates on hold again this week, supporting the narrative of weakening sentiment on US assets since President Trump unleashed a global trade war in April. The central bank noted that “uncertainty about the economic outlook has increased further” as it kept the federal funds target range at 4.25-4.5 per cent. That range hasn’t moved downwards since last December.
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1 week ago | 
investorschronicle.co.uk | Christopher Akers
Three companies passed the tests required to appear in our UK large-cap screen – and they are all banks. NatWest (NWG), which managed to keep its position from last time, was joined by Lloyds Banking Group (LLOY) and Barclays (BARC). This comes as first-quarter sector updates have soothed investor concerns in the aftermath of Trump’s initial “liberation day” tariff announcement, and highlights that growth at a reasonable price (GARP) is available in this space.
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1 week ago | 
investorschronicle.co.uk | Christopher Akers
The car industry has been hit with tariffs of 25 per cent on imports of foreign cars and parts into the USPublished on May 8, 2025As carmakers cut guidance due to trade war and supply chain uncertainty, Ferrari (IT:RACE) is winning the race against US tariffs at the luxury end of the market. The car industry has been hit with tariffs of 25 per cent on imports of foreign cars and parts into the US.
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1 week ago | 
investorschronicle.co.uk | Christopher Akers
Smiths News grows profitsVolume declines highlight print market challengesPublished on May 7, 2025
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1 week ago | 
investorschronicle.co.uk | Christopher Akers
As the new global trade war has unsettled markets, investors have looked for safe havens. But moves into traditional defensive assets have been complicated by new geopolitical risks and some attractive anti-tariff plays bring with them serious ethical considerations. In the bond market, there is an ongoing debate about whether US Treasuries are at risk of losing their haven status after prices fell alongside stocks in the aftermath of Trump’s ‘liberation day’ tariff announcement.
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2 weeks ago | 
investorschronicle.co.uk | Christopher Akers
Despite long-term income attractions, the sector holds some investment health warningsPublished on April 29, 2025Contrary to some expectations, tobacco investors have had a great run in recent years, as dividends and buybacks compensate for a lack of growth in the core business. But as the secular decline in smoking rates continues and concerns mount about the health impacts of newer products such as vapes, the sector remains as controversial as ever.
