Air Liquide: more than just hot air!

Air Liquide: more than just hot air!

One of the least high profile growth sectors in the world is the industrial gases sector, possibly as befits a substance that you may be able to smell but often cannot see. Across technology, healthcare and industry applications there are few sub-sectors that are not...
Maths and the markets

Maths and the markets

‘Do not worry about your difficulties in Mathematics. I can assure you mine are still greater’ – Albert Einstein After last week’s biggest positive performance week for the S&P 500 since January 2013 there is a tentative feeling of ‘back to the norms...
Nil desperandum for stock pickers

Nil desperandum for stock pickers

For what it’s worth, I think that the main, but not the only, thing to fear is fear itself. The outlook for the global economy remains favourable for companies able to take advantage of it. The US market is not the only show in town. Inflation is not about to take off...
After the flood

After the flood

‘While the Bible’s account of the flood is one of judgment, it is also one of mercy and salvation’ – Ken Ham Judging by the range of headlines the world’s financial press unleashed upon their readers during the last ten days, falls in global financial...
Randgold Resources: numbers versus politics

Randgold Resources: numbers versus politics

In the market volatility of last week it was surprising to see Randgold Resources(RRS) as one of the FTSE-100’s biggest losers. Gold often has been a safe haven in times of market strife but the rise in the US dollar over the last couple of weeks hurt sentiment...