magazine archive
magazine archive
Danni Hewson
Picking through a really difficult year for the retail sector
Thursday 22 Dec 2022The latest retail sales figures in both UK and US were the mouldy icing on top of a rapidly crumbling cake. Despite Black Friday promotions that seemed to start right at the beginning of November, UK retail dropped off significantly and the US experienced the biggest fall in sales in 11 months...
Will the World Cup bring hospitality the biggest gift this Christmas?
Thursday 08 Dec 2022Football’s World Cup and a boost to hospitality spend normally go together like, well beer and football, but this year’s tournament is a bit different. And while the market often prices in the impact of a major football tournament ahead of time, a winter World Cup has left investors somewhat on the...
Why we need a long-term energy policy (but may not get one)
Thursday 24 Nov 2022What will Jeremy Hunt’s windfall tax changes mean for energy infrastructure investment in the UK, it’s a fair question and one that’s already generated more than a few headlines. Both the bosses of Shell ( SHEL ) and SSE ( SSE ) have warned their respective companies will have to review their slate...
Can a big hospitality winner emerge during recession?
Thursday 10 Nov 2022Talk of recession gives investors pause for good reason and over the last year there’s been plenty of rebalancing of portfolios undertaken as global economies spluttered and, in some cases, stalled. Among the first casualties are often hospitality businesses, perceived wisdom is that people cut out...
Why supply chain issues aren't going away anytime soon
Thursday 03 Nov 2022Hearing words like bottleneck, disruption and crisis in connection with global supply chains isn’t exactly new news but the fact those words are still being used by company bosses during the current third-quarter earnings season is still something worth considering by investors. And it’s not sector...
Just how low could stocks go as investors gear up for a difficult third quarter?
Thursday 13 Oct 2022This time 12 months ago company outlooks began to warn that inflation would take a bite out of bottom lines, that’s proved accurate, and no one expects the profit warnings seen to date will be the end of the story. After a fizzing third quarter last year sent equities soaring by comparison this...
Just what does the new stamp duty cut mean for housebuilders?
Thursday 29 Sep 2022Even if you don’t directly hold stocks in UK housebuilders you might be exposed to these companies through your pensions or other investments; historically they’re decent dividend payers and income is attractive. So, your ears might have perked up upon hearing the new chancellor pulled a cut to...
Why the food delivery story has stalled and what the big names can do to recover
Thursday 15 Sep 2022Covid cast a pall on many businesses but there were winners and food delivery drivers were among the lockdown heroes. I remember the unholy glee felt by the entire family when that insulated bag stuffed with cardboard cartons walked through the garden gate after what seemed like months of home...
The lessons from how past recessions affected stocks which can help now
Thursday 01 Sep 2022It is a well-worn line that ‘time in the markets is better than timing the markets’. However true that is, it’s hard not to wonder if there is more you can do to cushion your portfolio from the worst of what’s coming down the line. Diversification is always smart but is there anything we can learn...
America’s commercial electric vehicle race is beginning to heat up again
Thursday 18 Aug 2022The last couple of years have been tough for the motor industry as a whole. While Covid only brought production lines to standstill for a limited period of time the following supply chain snarl-ups created a real headache for just-in-time operators and the dearth of crucial parts like...