Taking Stock

The electric carmaker's founder is great tabloid fodder, but what is driving the resurgent share price?

Will the digital insurer match the hype, or will it be another tech also-ran?

Recently published analysis on the oil majors highlights the difficulty in formulating meaningful ESG mandates

The tobacco giant has not been immune to the fallout from Covid-19, but its defensive qualities are certainly in evidence

Despite the severity of the initial sell-off, it is difficult to justify the strength of the subsequent rally

Borrowing to fund distributions is never a good idea, but it borders on perverse with the tacit support of regulators

After a solid start to 2020, the German travel group finds itself in a fight for survival

Prospects for emerging market performance have diminished, although the transition to broad-based economies and a vastly improved income profile holds promise over the long run

Sin stocks have generally outperformed in economic downturns, but does that still apply in Coronaworld?

With net earnings in freefall and normal distributions imperilled, it makes sense to review income alternatives

With the bear market in its infancy, it may pay to delay your return to the buyers' circle

Markets are retreating in the face of an invisible enemy – fear. Now is the time to plan for the eventual shift in sentiment

The oil price dominates, but we may need to abandon some prevailing investment assumptions in the wake of Covid-19

Investors of a stoic disposition should be on the lookout for opportunities

Could the coronavirus force a rethink on global supply chains?

Gold miners may be faced with declining grades, but there is an emerging price catalyst in play

A decade on from Deepwater Horizon, the oil major has decided to dust off its eco-credentials (again)

The short strategy for at least one of the hedge fund's UK targets looks well founded

Research suggests that retail investors have an outsize influence on market liquidity

The situation in China is febrile, but history suggests that previous outbreaks have given way to buying opportunities

Capital allocation, above regulatory pressure, could give rise to a circular economy

The global gas market could move towards equilibrium more quickly than analysts are predicting

As regulation begins to bite, markets have become more circumspect with regard to 'unicorns'

The attack on the Arab healthcare chain rounds off another troubling year for UK audit

The personal goods heavyweight has seen sales falter in its growth markets

The impact of elections on equity markets has usually been short-lived – the upcoming poll might prove an exception