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Defence shares that have further to run

The Analyst: Robin Hardy finds the companies where it’s not too late to benefit from a renewed focus on defence spending

Should you pay up for Hermès?

The French group’s shares trade at a high premium, even for a luxury goods company

Consumer stocks put their faith in new leaders

Groups such as Nestlé hope a shake-up at the top will improve sluggish results

Global InvestorsChronicle: A Danish stock that will ‘knock your socks off’

We’re looking for value stocks among the world’s largest blue-chips, and this biotech is a strong candidate

German ‘rearmament’ will boost more than just defence stocks

A draft budget has surprised analysts with the sheer size of the investment package

Can Novo Nordisk turn it around?  

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

Avoid the tariff pain with this pharma major

The Swiss company is investing big in the US, and shareholders could benefit

European semiconductor stocks could benefit from trade wars

Europe’s semiconductor industry could eventually benefit from current trade wars

The upcoming UK infrastructure strategy – opportunity or distraction?

Recent announcements from the UK Prime Minister and Chancellor have highlighted their desire to increase infrastructure investment substantially as a way to meet societal needs and to drive growth.

John Baron: It’s time to add European companies

Expert Portfolio: John Baron explains the trusts he’s using to take advantage of the continent’s renaissance