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Rates, tantrums, security cans – Donald Trump's second term in the White House has certainly been moved so far. And financial markets are not impressed. UK shares today became a member of a global decrease, amidst the mounting war of the US President in the midst of mounting panic: the FTSE100 dropped 0.75 percent this morning, with Asia also being strongly down at night.
As delivered investors are looking for more stable places to park their assets, British shares can benefit, in particular those whose growing plans are not recognized by home -grown investors.
ArbuthNot Banking Group
ArbuthNot Banking Group has a pedigree from 1833.
The company combines old-fashioned service with entrepreneurial dynamics and tip-top technology.
The approach has been tightened under Sir Henry Angest, who took course more than 40 years ago and has 58 percent of the shares to this day. Now 84, Angest remains chairman of the group and retains a vigilant interest, although the daily affairs are left to his right -hand man Andrew Salmon.
Investors can be wary of companies with controlling shareholders. At ArbuthNot, however, the importance of Angest suggests that Zalm and his team make decisions that will generate returns in the long term, creating a company that the test of time is passed for customers and investors.
That means investing in smart technology and systems, while it is also assured that every customer has a relationship manager, someone who knows them, understands them and is willing to help them.
President Donald Trump in the Oval Office this month
ArbuthNot has traditionally focused on rich individuals and these 5,000 customers remain an important part of the group.
But Zalm has also moved to the market for small companies and offers private banking services to companies, lawyers and accountants who are large enough to be successful, but still do not register on the Radar of High Street -lenders.
The new arm has grown rapidly and has been adopting around 3,000 customers in recent years, attracted by the idea of ​​banking with a company that picks up the phone, knows their company and offers modern financial technology to start up.
There is also a fast -growing fund management company, which ensures shares, shares and other assets for customers from entrepreneurs to family Trusts.
There are three more wings on the Arbuthnot bog, which run independent subsidiaries that bent growth and add to the Bottom Line.
Renaissance Asset Finance works in the luxury Auto -Arena and teaches money to the owners of models such as the Koenigsegg, who sell up to £ 5 million each. Asset Alliance rents trucks, coaches and buses, including almost 10 percent of the London bus fleet. And there is also an invoice company that helps companies with their cash flow by offering payment in advance on outstanding invoices.
Admittedly, the results last week showed a decrease in the annual profit. But this followed an exceptional 2023 and was large marked on a large scale by salmon and his crew. Looking ahead, the group remains very optimistic and that also applies to brokers. Dividends of 53p are predicted for the current year and rise to 57p in 2026 and 61p the following year. Further profit can result from the sale of companies within the group.
Midas judgment: ArbuthNot is holding a low profile, but Angest has created a bank with strong service, entrepreneurial spirit and attractive dividends. For £ 8.95, the shares must be attractive for investors looking for stability and long -term growth.
Traded on: Aimticker: ARBB
Contact: arbuthnotlatham.co.uk/group or 020 7012 2400
Renaissance Asset Finance works in the luxury Auto-Arena (shown: a Jaguar E-Type and a Ferrari 275)
Supermarket -Income Reit
There was a time when supermarkets seemed to go out of fashion. Online-all-stores were coming, so we were told toast-traditional stores toast. But it didn't happen that way. Most consumers prefer to choose their groceries in the store and almost half of us still opt for a large, weekly store, even when we supplement online.
Supermarket income reit owns supermarket sites and rents them from all best grocers, from Tesco and Sainsbury's to Aldi and Waitrosis. The group, known as SUPR, also has a number of properties in France, leaves the local operator Carrefour at the top.
Large food retailers are good tenants. Spho has no vacancies and has collected 100 percent of his rent since she was at the stock market in 2017. Then there were only four properties. Today there are 82, with a value of more than £ 1.8 billion and earn £ 118 million a year.
Spho has already attracted the attention of American investors. Fund manager Columbia Threadneedle in the US is a shareholder of 5 percent and only buys more shares in the company last week.
Since flotation has consistently increased, with 6.12p planned for this year. However, the shares suffered in accordance with many peers. Flirting by £ 1.30 in 2022, the stock went into 77.5p.
Chief Executive Rob Abraham is determined to deliver change. The company recently changed its management structure to allow £ 4 million at annual costs. A Tesco was sold with a premium of 7 percent to the value of SUPR's books and lease contracts were extended for rental prices well before the sector average. Abraham also looks at joint venture deals with partners with deep bag.
Midas judgment: British supermarkets are the envy of the world. They have proven their resilience and SUPP has some of the best in the country. With a yield of almost 8 percent, the shares, at 77.5 p, have to address investors on both sides of the Atlantic Ocean.
Traded on: Main market ticker: Supres
Contact: supermarketComereit.com
Zinc media
The attack of the American navy on the Houthi rebels of Yemen has attracted attention for all the wrong reasons, because top secrecy discussions were unintentionally shared with an American journalist. But the mission itself was considered a success and emphasized the skills of naval officers and Derring-do. That expertise would have been promoted to the Navy Fighter Weapons School, better known as TopGun.
Unsure by Tom Cruise in 1986, Top Gun was a cash register hit from the start, with a sequel to the charts in 2022 and a third on the road. However, the films are all fiction. In reality, so far, few land skills are allowed in the Elite Training Academy of the Navy. The London -based ZinkMedia has been commissioned by Disney to produce a six -part series on Topgun, with exclusive access to navy bases, fighter jets and aircraft carriers at sea. Centered on student pilots within the Advanced Flight Training Program, Top Gun: The next generation follows this wannabe heroes.
The competition was fierce, but the American Navy chose Zink, a group with a record of quality programs, in which every president was interviewed since Richard Nixon.
Zinc does not only produce documentaries. With a couple of production companies under his belt, Chief Executive Mark Browning programs of Koopjes-Lovende British makes in the Sun to the new BBC Quiz Show, the inner circle organized by Great Britain's Got Talent-Gastheer Amanda Holden. Last week Browning revealed another committee, race against the tide, where competitors try to build sand castles while the sea enters.
Midas judgment: When Browning came to Zink in 2019, he was on a mission to transform and expand the company. Those promises have been delivered, but the share price has not been responded, more than halving up to 61.5p, where investors are concerned about prospects for media companies and smaller companies wider. This seems unfair. The company is growing, profit margins are rising and there are exciting deals in the pipeline.
Traded on: Aimticker: Zin
Contact: zincmedia.com or 020 7878 2311
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