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High-Quality Stocks of the Week for February 21, 2025 ($ALHC)

Alignment Healthcare Inc ($ALHC) is a next-generation, consumer-centric platform that revolutionizes the healthcare experience for seniors through the Medicare Advantage program. Fourth quarter results exceeded market expectations of $674.97 million. The company has successfully improved member retention and customer acquisition efficiency by optimizing medical management, improving patient experience and controlling costs. Alignment Healthcare’s target price […]

High-Quality Stocks of the Week for February 7, 2025 ($VRNA)

Verona Pharma PLC ($VRNA) is a clinical-stage biopharmaceutical company focused on developing and commercializing therapies for respiratory diseases with unmet medical needs. As of February 2025, Ohtuvayre prescriptions have exceeded those in the fourth quarter of 2024. Phase II clinical trials of fixed-dose combinations for bronchiectasis and COPD have been completed. Verona Pharma will continue […]

Increased Dealmaking Signals Continued IPO Market Recovery

February 6, 2025 Last year, we saw continued improvement in the initial public offering (IPO) market. There were more IPOs, more special purpose acquisition companies (SPACs), and IPOs raised more money than in both 2022 and 2023.  A number of factors aligned. Firstly, with inflation falling back to around 2%, interest rates started to fall. In addition, volatility was […]

Views at a glance – February 2025

The economics of AI and trade tariffs give investors pause for thought. Tech and tariffs trigger higher volatility Global equities remain close to all-time highs, but investors’ optimism is being tested. The first big surprise of the year came when a Chinese artificial intelligence (AI) company revealed that it had created a Large Language Model comparable […]

Green Macro Newsletter February 2025: EV tariff war and developments in carbon pricing policies

Schroders’ quarterly briefing on the economic impact of climate change, the energy transition and natural capital. Welcome to the quarterly Green Macro Newsletter, where we present recent news, internal and external research on topics covering the economic impact of climate change, green energy transition, and natural capital. In this newsletter we focus on recent developments […]

Trump’s on-off tariffs: the potential effects in the US and elsewhere

Trump’s aggressive use of tariff threats is rattling markets. Our economists consider the possible impact. Global shares fell on Monday 3 February and the dollar rose following news that the US planned to apply tariffs to goods from Mexico, Canada and China, starting from Tuesday 4 February. Later the same day, news emerged that the […]

High-quality stocks for the week of January 31, 2025($DRD)

Quality Stocks for the Week of January 31, 2025 DRDGold Ltd ($DRD)is a South African gold mining company engaged in the reprocessing of surface gold tailings, including exploration, extraction processing and smelting. DRDGOLD Ltd reported solid operating performance in the first half of fiscal 2025 (ending December 31, 2024), benefiting from a 26% increase in […]

Direct equity market musings: Back to the future

We look at five key characteristics that have allowed businesses to achieve incredible success in the past – and will allow them to thrive for years to come. To listen to this article as an AI-generated podcast, click below. This recording was created in minutes using NotebookLM, an AI-assistant powered by Google’s Gemini 1.5 Pro […]

Energy transition under Trump 2.0: misconceptions vs. realities

Fears about the adverse impact the Trump administration will have on the renewable energy sector in the US may be overstated. Key takeaways When assessing the impact that Donald Trump’s second term in office could have on the renewable energy sector, there are several key points, along with a few caveats, to bear in mind. […]