Primer: International Distribution Services (IDS LN) - Aug 2026
Recent Acquisition and Strategic Shift: International Distribution Services (IDS) has recently been acquired by EP Group, a move that is...
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What's News in Amsterdam - 28 November
Following a review, Just Eat TakeAway.com (“JET”) has decided to delist its shares from the London Stock Exchange (LSE). This in order to reduce...
445 Views
Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
382 Views
Can Japan Inc Protect Earnings on the Downside?
If and when the downturn does come, it is likely to be painful around the world. Based on past experience it is likely to be very painful in Japan,...
569 Views
Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
510 Views