The portfolio’s improving performance in June and July.
Niox (NIOX) and what’s driving strong earnings upgrades and cash generation.
Why Hargreaves Lansdown (HL.) is a cheap market leader.
How Howdens Joinery (HWDN) is coping with a weak housing market and poor consumer confidence
SDI’s (SDI) weak month as investors weighed up a stretched valuation.
Macro views on inflation and interest rates, and China’s slide into deflation
Running the slide rule over the US to find opportunities as the rally broadens out.
Polar Capital (POLR) and the outlook for specialist asset managers
