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A novel way to prepare for a US recession

Amid deep global uncertainty, STS investment manager James Harries likes Nike

What comes next in the AI growth story?

Companies are continuing to grow quickly, but the market isn’t rewarding them

Want to find the best pharma stocks? Look at R&D

We study research efficiency to pick out the sector’s winners

This pharma giant has been oversold

Fears about the erosion of future revenues as patents expire have weighed on Merck’s valuation

This cash-rich gaming giant is more profitable than it looks

Conservative revenue recognition policies mean it is bringing in more cash than its bottom line suggests

Uber grew on cheap debt – but can it survive without it?

Higher interest rates will also make it difficult for any emerging businesses to compete

Can Novo Nordisk turn it around?  

After parting ways with its chief executive, the Danish pharmaceutical company needs to revive its appeal

What the US debt dilemma means for investors

The fiscal can is being kicked down the road

The German defence stocks you haven’t heard of

A step change in fiscal policy has boosted a range of contractors

What comes next for US stocks?

A relaxation in the trade war and the elevation of Scott Bessent is good news for businesses, but plenty of issues remain