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Tag: defence

Investability Bulletin 07/03/22: The S Word

Stagflation is making a terrifying comeback

Photo by olieman.eth

Stagflation is back. Crude oil soaring, stocks down, gold at $2k – welcome to the new world order of low growth, rising prices and bear markets…suppose this kind of inflation will … Read more

Author jhughmanPosted on March 7, 2022March 7, 2022Categories Daily EmailTags commodities, defence, oil, russia, stagflation, ukraine

Investability bulletin 01/03/22: Getting defensive

Defence contractors soar as Europe wakes up to the threat from the east

Photo by UX Gun

Stocks in Europe were looking steady in early trading, flat to slightly negative for the DAX, CAC and Stoxx 50, while the FTSE … Read more

Author jhughmanPosted on March 1, 2022March 1, 2022Categories Daily EmailTags bae systems, bp, defence, gazprom, lockheed martin, raytheon, russia, shell, ukraine

Investability bulletin 25/02/22: Pressure points

Russia agrees to talks as Ukraine fights back and Western governments crank up sanctions

Photo by Samuel Jerónimo

At least they’re talking…Ukraine’s delegation is said to have arrived in Belarus for talks with Moscow … the nuclear rhetoric is not … Read more

Author jhughmanPosted on February 25, 2022March 1, 2022Categories Daily EmailTags banking, bp, defence, oil, russia, ukraine

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