Unilever

Valuation Opportunities in Defensive Sectors Amid Inflows and Valuation Compression

Highlights Defensive sectors experience dual dynamic where capital rotation increases valuations while previous overweighting of growth creates valuation compression that partially offsets inflows Companies like Unilever and consumer staples maintain business models generating ca…

Unilever (LSE:ULVR) and Reckitt (LSE:RKT) Offer Defensive Consumer Exposure

Highlights Unilever (LSE:ULVR) and Reckitt (LSE:RKT) are attracting attention as investors evaluate brand investment, pricing and margin delivery. UK dividend distributions reached a record level in the second quarter of 2026, led by banks and miners, strengthening the case for d…

UL Solutions: A Test For The Test Business