CFP SDL Free Spirit (BYYQC27) 160.7pAssets: £66.9 millionInvestors seeking to position portfolios for a re-rating of UK small and mid cap companies and a return to favour for the quality growth style should buy the CFP SDL Free Spirit (BYYQC27) fund. Admittedly, the sister vehicle to Sanford DeLand?s bigger CFP SDL Buffettology (BF0LDZ3) fund lags the IA UK All Companies sector over one and three

Against a backdrop of rising high-end mixer market competition, a cost-of-living crisis and inflationary pressures, Fevertree Drinks? (FEVR:AIM) shares have fallen almost 50% over five years. So the premium carbonated mixers supplier needs to stir up renewed confidence in its global growth and margin expansion prospects when it delivers annual results on 26 March. News of a strong start to 2024 wo

There is a new term for the US market doing the rounds in financial circles ? move over ?Goldilocks?, stocks are now ?Teflon?.In other words, even if the economic news is bad ? such as the latest US inflation data, which topped analysts? forecasts ? it doesn?t stick because stocks are only going up, and whereas investors used to fear a sell-off their greatest worry right now is not being in the ma

For years now, European equities have struggled to keep pace with their US counterparts, but the historically low valuations on the ?old continent? mean we could be at an inflection point with investors beginning to take notice at long last.European equities have attracted increased attention from investors in recent weeks as the US market has charged ever higher, leaving the valuations of global

Manufacturing deal falls throughOuter year forecasts negatively impactedSaietta seeks extra fundingShares in electric drivetrain (eDrive) systems maker Saietta (SED:AIM) hit the skids on Tuesday, crashing 55% lower to 7.5p after the company warned it has failed to reach commercial terms on a deal to produce steering pumps at its Sunderland facility.As a result, the electric motor technology minnow

SMITHSON INVESTMENT TRUST (SSON) £13.93Market cap: £2.22 billion. After a steep decline during most of 2023, investment trust Smithson?s (SSON) shares are enjoying a healthy rebound which should have further to run as sentiment towards quality global small- and mid-cap companies improves, with potential interest rate cuts providing a tailwind.The trust?s wide 11.5% discount to NAV (net asset val

European equities moved lower on Monday, missing a spark from New York, and as investors eagerly anticipate a week of UK data that could be key for the Bank of England interest rate outlook.The FTSE 100 index closed down 30.02 points, 0.4%, at 7,594.91. The FTSE 250 ended up just 3.22 points at 19,200.84, and the AIM All-Share closed down 1.69 points, or 0.2%, at 747.37.The Cboe UK 100 ended down

An investment portfolio can involve a collection of stocks, bonds, cash, funds and/or investment trusts. Creating and managing a portfolio involves more than just picking good investments as this article explains.There isn't a perfect portfolio which will suit everyone, so it is important to construct one which suits your financial goals and risk tolerance.That means setting a suitable investment

Fevertree director snaps up nearly £130,000 sharesUnited Utilities boss Louise Beardmore sells upSafestore director buys just under £100,000 sharesKevin Havelock, non-executive director of posh tonics maker Fevertree (FEVR:AIM) has taken advantage of the recent dip in the share price to buy 10,243 at £12.69 for the total value of £129,984 on 14 September.Earlier on in the week Fevertree report

The FTSE 100 ended higher on Monday thanks to a mining stock rally, despite growing market apprehension ahead of a busy week for economic data and the latest interest rate decision from the European Central Bank on Thursday.The FTSE 100 index closed up 18.68 points, or 0.3% at 7,496.87 on Monday. The FTSE 250 ended up 59.25 points, or 0.3%, at 18,522.44. Meanwhile, the AIM All-Share closed down 1.

Stock prices in London rose at the open on Wednesday, as investors awaited Federal Reserve Chair Jerome Powell's speech at Jackson Hole on Friday.The FTSE 100 index opened up 21.63 points, 0.3%, at 7,292.39. The FTSE 250 was up 76.25 points, 0.4%, at 18,100.51, and the AIM All-Share was up 1.14 points, 0.2%, at 733.32.The Cboe UK 100 was up 0.2% at 726.65, the Cboe UK 250 was up 0.4% at 15,871.53,

THIS IS AN ADVERTISING FEATURECan the market's gold fever continue?The gold price has been rising, fuelled by a weaker Dollar and rising geopolitical tensions. Olivia Markham, manager on the BlackRock World Mining trust, explores the recent gold price trends and what it means for gold mining companies. Capital at risk. The value of investments and the income from them can fall as well as rise and

The events of the past three years have completely altered the investment backcloth against which fund managers are trying to earn above-average returns.Fund managers can have an investment framework to operate within, but what do they do when a 'black swan' lands? How do they adapt their strategies and reshuffle portfolios when a once-in-a-century event happens - like a global pandemic or an outb

After a decent showing in 2022, the UK stock market has failed to fire in 2023. The good news for investors is shares in other parts of the world have done much better and it has never been easier to have a globally diversified portfolio.There is an excellent range of products and instruments which allow you to participate in the returns from markets across the globe and, in this article, we provi

Shares down 10% over past year, up 34% in 2023Tough year ahead due to cost pressuresGrowth of 13%-18% expected for 2024Shares in posh tonics maker Fevertree Drinks (FEVR:AIM) fell over 2% in morning trading to £13.96 as investors become nervous of the company's ongoing inflation-busting cost pressures.Fevertree's share price fall comes as no surprise for investors, over the past year its shares h

Equities in London were rattled by the continued deadlock in US debt ceiling talks, while stubborn UK consumer inflation data raised fears of further rises in the cost of borrowing.UK bond yields jumped to their highest level since October 2022 when the infamous mini-budget of the then-chancellor Kwasi Kwarteng sparked turmoil in the markets.The FTSE 100 index slumped 135.85 points, 1.8%, to 7,627

Shares have been very volatilePrice increases and encouraging 2023 tradingPotential for analyst upgradesPosh tonics maker Fevertree Drinks (FEVR:AIM ) is due to provide a trading update next week to accompany its annual general meeting on 25 May.The company has given investors a wild ride over the last year, with the shares falling around 45% from May 2022 to September's low of 821p, before stagin

Stock prices in London were stagnant at midday on Tuesday as the UK jobless rate rose unexpectedly and crunch US debt ceiling talks loom.The FTSE 100 index was up 5.94 points, or 0.1%, at 7,783.64. The FTSE 250 was up just 4.46 points at 19,263.42, while the AIM All-Share was 0.57 of a point, or 0.1%, at 814.28.The Cboe UK 100 was up 0.1% at 778.13, the Cboe UK 250 down 0.1% at 16,818.13, and the

Jobs were in focus early Tuesday, after a report showed the UK unemployment rate ticked higher early in 2023 and telecommunications provider Vodafone announced 11,000 job cuts.In London, the FTSE 100 stock index opened up 14.54 points, 0.2%, at 7,792.24. The FTSE 250 was 22.34 points, 0.1%, at 19,281.09, and the AIM All-Share was up 1.24 points, 0.2%, at 816.09.The Cboe UK 100 was up 0.2% at 779.0

- Opportunists drawn in by low valuations- THG shares up over 40% as Apollo swoops- Wood Group receives its fifth offerPrivate equity has reignited the takeovers inferno with a number of UK-listed companies attracting opportunists with bulging pockets.Oil services group John Wood Group (JW), payments company Network International (NETW), and retail platform THG (THG) have drawn buyout proposals, w