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June 2024 Edition of Edison Insight
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June 2024 Edition of Edison Insight

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Written by

Neil Shah

Welcome to the June edition of Edison Insight, our monthly publication. It includes half-page profiles on approximately 110 of our clients, with current forecasts and a brief update on recent newsflow. This month we have added Card Factory to the company profiles. All profit and earnings figures shown are normalised, excluding amortisation of acquired intangibles, exceptional items and share-based payments.

We welcome any comments/suggestions our readers may have.

Download June 2024 Edition of Edison Insight here.

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November 2024 edition of Edison Insight

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October 2024 Edition of Edison Insight

Edison Explains: Emerging markets revisited: A global opportunity

Join our upcoming webinar in which our expert panel will explore the potential investment opportunities within emerging market economies. Our panellists will discuss the impact of key secular themes on emerging markets, such as urbanisation, rise of the middle class, as well as geopolitics and deglobalisation, among others. They will outline the conditions required for equities in emerging markets to outperform development markets and will also elaborate on the significant dispersion in valuations across countries.

Panellists:
Fadrique Balmaseda, investment director, WhiteOak Investors
Amber Gordon, associate investment director, Fidelity International
Charles Jillings, director, ICM and chief executive, ICM Investment Management

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