Investing Insights

Killik & Co’s Market Update 24th Nov

Killik & Co’s Market Update 24th Nov By: Rachel Winter 24.11.23 Rachel Winter talks about the performance of the Magnificent Seven, NVIDIA, and this week’s developments at OpenAI.

Killik & Co’s Market Update 17th Nov

Killik & Co’s Market Update 17th Nov By: Rachel Winter 17.11.23  Rachel Winter talks about the latest inflation data for the UK and the US, the UK government’s new offer to offshore wind developers, and results from TJX.

Killik & Co’s Market Update 10th Nov

Killik & Co’s Market Update 10th Nov By: Rachel Winter 10.11.23 Rachel Winter talks about earnings season so far, the recent changes in investor sentiment, and the tax consequences of higher cash interest rates.

Killik & Co’s Market Update 3rd Nov

Killik & Co’s Market Update 3rd Nov By: Rachel Winter Rachel Winter talks about the latest interest rate decisions from the UK and US, the concern about Apple’s exposure to China, and the impact of weather on clothing sales.

Killik & Co’s Market Update 27th Oct

Killik & Co’s Market Update 27th Oct By: Rachel Winter Rachel Winter talks about the latest results from Microsoft and Alphabet, Chevron’s acquisition of Hess, and the weakness in snack stocks as obesity drugs become more prevalent.

Killik & Co’s Market Update 20th Oct

Killik & Co’s Market Update 20th Oct By: Rachel Winter Rachel Winter talks about the latest results from JP Morgan, the increase in subscription numbers at Netflix, and the underperformance of Big Pharma. https://youtu.be/YluYtyXeUqs?si=EXi7eZ2QEsdtP8AM

Killik & Co’s Market Update 13th Oct

Killik & Co’s Market Update 13th Oct By: Rachel Winter Rachel Winter talks about the market reaction to the horrible situation in Israel, the long-term track record of the S&P 500, and the diverging performances of large cap and small cap equities. https://youtu.be/plaeFpwwork

Killik & Co’s Market Update 6th Oct

Killik & Co’s Market Update 6th Oct By: Rachel Winter Rachel Winter talks about the mixed signals from the US labour market, the latest update from Tesco, and the problems at Metro Bank.

Killik & Co’s Market Update 29th

Killik & Co’s Market Update 29th Sep By: Rachel Winter Rachel Winter talks about the fall in US oil reserves, the approval of a new UK oilfield, and theft in the retail sector

Killik & Co’s Market Update 22nd Sep

Killik & Co’s Market Update 22nd Sep By: Rachel Winter Rachel Winter talks about the surprise fall in UK inflation, the latest interest decision from the Federal Reserve, and Walt Disney’s theme park plans. https://youtu.be/D7nTtWa_LKU