February update: Embrace love, banish gloom

SPREADING THE LOVE
Consumer businesses had a challenging 2023, but Edison sees real grounds for optimism. Our latest ConsumerWatch explains why more investor love is due to arrive and which companies might benefit.

RINSE AND REPEAT
The old adage on the back of the shampoo bottle seems to apply to the media sector’s performance and outlook right now. MediaWatch explains why.

BANISHING THE GLOOM
With relative returns of 1,337% to the UK All-Share since its inception, Edison’s Illuminator portfolio continues to excite. Which stock entered the top 10 this month? Find out here.

BEYOND CORRELATION
What’s the link between high-quality research, significantly outperforming stocks and long-term investment returns? Hear from Neil Shah on the Investing Matters podcast with Peter Higgins.

NO PILLS REQUIRED
Can retail investor therapy cure the City’s depression? Our CEO and founder Fraser Thorne shares his perspective with City AM.

TRENDING DISCUSSIONS
Our analysts consistently use their expertise to decode market developments.Last month, Russell Pointon provided analysis on The Body Shop’s unravelling in the Financial Times, Andrew Keen discussed British Gas’s profit surge in This Is Money and Fiona Orford-Williams YouGov’s sales acceleration in the Daily Mirror. Meanwhile, Dan Ridsdale weighed in on BT Group’s profit growth for Forbes, while Rob Murphy examined Santander’s record profits.

AN EVENTFUL LIFE
Can private equity power through turbulent markets? Edison’s Milosz Papst will be hosting a webinar on 14 March, discussing myths and opportunities in listed private equity with a panel of experts. Find out more.

We are also honoured to be sponsoring the new company of the year award at the PLC Awards 2024. Our very own Neil Shah will serve on the esteemed judging panel reviewing the entries.

That’s all for now. Get in touch if you have any questions, or there’s something we can do to help.