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Political uncertainty will continue, but this fund’s novel stockpicking strategy could help to navigate it
The shares have sold off on the threat of tariffs, but the US is only a small part of the company’s business
The chip designer faces strategic challenges, but has a strong balance sheet and impressive cash flow
Shares have further to run as this group’s shift to defence and the US plays out
Fears about the erosion of future revenues as patents expire have weighed on Merck’s valuation
Investors are being paid to wait for a recovery in sentiment towards this energy efficiency trust
Conservative revenue recognition policies mean it is bringing in more cash than its bottom line suggests
Two years of tough trading shouldn’t detract from the strong long-term fundamentals
A short-term slowdown in orders does not detract from the investment case
It already has a globalised footprint and huge market share – moves that could soon pay off
