Our insights
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Equity prospects
Aggreko is a global supplier of temporary and/or emergency power supply equipment to a wide array of industries. It has significant earnings exposure both to Emerging Markets and commodity driven…
Cobham is a well managed aerospace specialist which has grown steadily for a number of years, both by acquisition and organic growth. It has assembled an array of high-grade defence and aerospace…
Associated British Foods (ABF) remains an interesting growth story. It’s low cost, international clothing chain, Primark enters its inaugural US roll-out on September 10th with a carefully planned…
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