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Compass points the way for retail investors

An emergency fundraising for the embattled caterer could herald new opportunities for retail investors

TUI in the shadow of Thomas Cook

After a solid start to 2020, the German travel group finds itself in a fight for survival

Killing sacred cows

Each week of this crisis provides a new reason for investors to question their deepest assumptions about companies and markets

WPP regroups as transformation stalls

The advertising heavyweight delivered a mixed bag in its Q120 update

Emerging markets trading close to book value

Prospects for emerging market performance have diminished, although the transition to broad-based economies and a vastly improved income profile holds promise over the long run

How are sin stocks faring?

Sin stocks have generally outperformed in economic downturns, but does that still apply in Coronaworld?

Preferential treatment – income alternatives

With net earnings in freefall and normal distributions imperilled, it makes sense to review income alternatives

How long will the bears be with us?

With the bear market in its infancy, it may pay to delay your return to the buyers' circle

Beat volatility and build on the down leg

Markets are retreating in the face of an invisible enemy – fear. Now is the time to plan for the eventual shift in sentiment

Some thoughts on post-apocalyptic capital allocations

The oil price dominates, but we may need to abandon some prevailing investment assumptions in the wake of Covid-19