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History shows that the performance of equities generally prefigures official economic data
Hours flown by company's aero engines at 65 per cent of 2019 levels
The consumer staples sector has held up reasonably well in 2022, but more consumers are likely to trade down as price pressures mount
It's not entirely recession proof, but the publisher's revenue mix provides resilience
Quarterly updates from Deliveroo and Just Eat did little to support the investment rationale – further industry consolidation is in the offing
A more granular view of corporate debt servicing may be required as base rates tick up
The outlook on general industrials has deteriorated as interest rates rise, but there could be a diamond in the rough
The US defence contractor hasn't gone unnoticed by investors, but it offers growth and relative stability at a time when markets are in flux
Recent actions by PayPal and Meta have heightened regulatory risk for investors in Big Tech/social media
With a recession in prospect, it makes sense to avoid the traps that give way to overreaction