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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

The UK defence sector looks a likely beneficiary from a change in priorities at Westminster

Rising interest rates are kryptonite for emerging markets, but if you're willing to endure a rough ride the absolute and relative valuations are compelling

The reclassification of natural gas as a renewable energy source has wider implications for the sector