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Pharma stops being boring

An income market with a story to tell

The label Magnificent Seven has stuck for a reason. Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia together represent an extraordinary share of USEquityMarket Value, and by extension a meaningful chunk of the global indices that UK investors hold through pensions, ISAs and …

It is hard to find a corner of the market that has not been shaped, in some way, by artificial intelligence over the past 18 months. Hyperscalers are pouring tens of billions of dollars a quarter into data-centre build-outs, electricityDemandprojections in the United States …

After a long stretch of choppy, range-bound trading, the world's largest listed companies are once again the centre of attention for global markets. From the artificial intelligence darlings of Silicon Valley to the steadyDividendpayers of the FTSE 100, the so-called mega-caps are setting the …

Today the conversation about staples is more nuanced. Some, like Nestle and Coca-Cola, are global cash machines with iconic brands and well-troddenCapital-return policies. Others, like Unilever and Procter and Gamble, are mid-rerating after years of cost reset and portfolio rationalisation. Still others, like Philip …

Dividendinvesting has come back into fashion. After a long stretch in which growth shares dominated the headlines and income looked dull by comparison, UK investors are once again paying close attention to the cash that companies are paying out. With cash savings rates plateauing …