
Investors’ Chronicle
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Your trusted source of companies and markets news, investment ideas and analysis, direct from Investors’ Chronicle, part of the Financial Times
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*Portfolio Clinic* Our readers have long shied away from pensions, tax and investing but want to pick up the baton as they embark on retirement. But, with eyes on an easy time, they’re looking for a hands-off, cost-effective, and simple way to grow their savings while it kicks off an income. Is it doable? Our experts come up with the solutions. Find out more here: *https://on.ft.com/4355KQc*

*The Big Read* It’s a company known far and wide for its meteoric rise. Investors across the world have followed the company’s journey closely, and even more so since DeepSeek bulldozed half a trillion off Nvidia’s market cap last month. With competition rising, and the possibility of maintaining its high valuation wearing thin, what Nvidia does next is key for those who have piled in. In our latest Big Read, Arthur Sants dives into the company’s rise and the ways it can maintain its podium position. Find out more here: *https://on.ft.com/432aw0L*

*Deep Dive* As one of the largest aerospace and defence engineering businesses in the world, Rolls-Royce is a fan favourite in investing space. The business benefitted from tailwinds in the post-Covid aviation boom and upgraded its guidance, but investors are now left asking where is left to go. As part of our Deep Dive series, James Norrington looks at the British manufacturer and explains what investors need to know ahead of its full-year results tomorrow: *https://on.ft.com/41bV7IJ*

*Stock screen* Alex Newman peels back the layer of our screen inspired by contrarian investor David Dreman. With a focus on fundamentals, such as balance sheet gearing and dividend cover to good near-term liquidity, it explains why it’s been another challenging year for small caps but highlights the ones to look out for in the next 12 months. Find out more here: *https://on.ft.com/3EKhxt7*

*Idea of the Week* The housing market is finally recovering; good news for the sector and those looking to invest in it. In this week’s Idea of the Week, Natasha Voase profiles a well-known property platform that, despite increasing competition, still controls around 80 per cent of the market, and is implementing a diversification plan that’s working better than expected. Find out more here: https://on.ft.com/3X8KKEt

Elon Musk’s foray into politics has boosted Tesla’s share price, making it one of the biggest winners from Donald Trump’s victory. But this all comes at a precarious time for the electric vehicle giant. Fundamentally, sales are falling, popularity is waning, and Musk is actually alienating potential customers. But the shift to EVs is not dwindling and rivals are now circling Tesla’s once dominant position. Arthur Sants looks into the companies muscling it, and whether or not Telsa and its investors need worry. Find out more here: https://on.ft.com/41khgoy

*The Big Read* Banks are always trying to confuse investors. Accounts and reports are packed full of NIMs, Jaws and CET1s. But what does it all mean? Jemma Slingo takes you on a banking 101 course so you can master lenders’ lingo and find the right banking stocks for your portfolio. Find our latest Big Read here: *https://on.ft.com/3DbRTgm*

Pest control may not be the most glamorous of trades, but demand is high. However, the group is struggling to reap the rewards of its scale due to a messy integration. Valeria Martinez pieces together the facts of Rentokil’s lacklustre performance and how it can play catch-up with rivals. Find out more here: *https://on.ft.com/41ytFqb*

In the latest episode of IC Interviews, Dave Baxter talks with Carson Block, founder of Muddy Waters Research. The famed short-seller and our funds editor discuss why he might bet against the Magnificent Seven, why China is uninvestable and the opportunities that will arise in the East. Listen here: https://www.investorschronicle.co.uk/content/971b4e02-9105-5d9c-ae69-78470230a731

*Simon Thompson* Last week, our small-cap stockpicking expert profiled eight UK gems trading far below what they’re worth. But what of his picks from last year? Simon Thompson is back with an in-depth review of his eight Bargain Shares from 2024, explaining what happened over the year, where investors have profited, and what to do with the shares over the next 12 months. Read his Bargain Shares 2024 review here: *https://on.ft.com/4kjT9Px*