24 February 2023
Tilt into change
In the latest ETF Report we discuss value for alternatives to long Treasuries that can be derived by combining a number of stylised Exchange-Traded Funds (ETFs).
21 February 2023
Solvar Limited (SVR): H1 figures shows credit quality maintained, resilient margins, but lower FY guidance
Overall SVR released a good set of figures showing a 13.1% increase in gross loans, and top line growth of 13.5% in revenue, with EBITDA up 16.2% to $56.7m and above expectations.
17 January 2023
Janus Henderson (JHG): FY22 results preview
Janus Henderson are due to report full year results for the year to 31 Dec 2022 on 2 Feb. Ahead of this we have reviewed our forecasts.
17 January 2023
Synlait Milk (SM1): Shipments shifting
SM1’s recent trading update highlighted delays in shipping timelines of ingredients, shifting revenue and profit recognition from 1H23e to 2H23e.
11 January 2023
End of Quarter Review – December 2022
Investors experienced the worst year in world financial markets since the 2008 global financial crisis (GFC) as rising inflation forced central banks around the world to raise interest rates aggressively, putting an end to almost a decade of cheap borrowing for investors.