magazine archive
magazine archive
Feature
Emerging markets: China property fixes and dollar weakness
Thursday 21 Dec 20231. Earnings: Consensus forecasts call for 18% earnings growth for the MSCI Emerging Markets Index in 2024, which compares to a forecast 9% contraction in 2023. Expectations for next year have held steady since in recent months. China, Taiwan and Mexico have driven forecasts lower for this year...
10 big questions for 2024: the markets outlook for the year ahead
Thursday 14 Dec 2023As we move into another year there is plenty for investors to consider. Are we on the other side of inflationary pressures? Will rates be cut in 2024? What will happen with the US presidential election? In this article we address these and some other big questions for the year to come. IS THE...
The UK stocks which did best in 2023
Thursday 14 Dec 2023It has been an up and down year for the UK stock market but some names have really shone over the course of the last 12 months. In this article we go through the market cap ranks to identify the best performing large-, mid- and small-cap stocks in 2023. £5 billion+ market cap While Nvidia (NVDA:...
What have been this year’s highs and lows for fund managers?
Thursday 14 Dec 2023There were several trends in the UK stock market this year which, if you managed to identify them, served you well. Most obviously, although it may not have seemed it at the index level, large-cap stocks generally performed better than small- and mid-caps, although for the lucky few the small-cap...
I’ve opened a SIPP: what next?
Thursday 07 Dec 2023Making a start to any enterprise is often the hardest part – so if you have opened a SIPP (self-invested personal pension) you have already taken one of the most important first steps towards a more comfortable retirement. This article will talk you through the next steps so you can start putting...
As conflict rages in the Middle East and Ukraine – understand the dynamics of the defence sector
Thursday 07 Dec 2023Conflict is always an unhappy subject, but it remains an area of real focus across the globe. Cross-border collisions of ideology, hegemony, raw materials, and even survival, mean national budgets reach astronomical levels, especially in the US, by far the world’s largest military spender. In 2022...
Why the UK stock market may not be the value opportunity you think it is
Thursday 07 Dec 2023Once again it looks like the year is going to finish with the UK stock market being a notable laggard on the global stage. So far this year the FTSE All Share has returned around 4%, compared to 14% from the S&P 500, and over 10% from the European stock market. The UK has been viewed by some as...
Discover the Christmas retail winners and losers
Thursday 07 Dec 2023We are now a little more than a fortnight away from Christmas Day with TV adverts pushing festive products, high streets adorned with Christmas decorations and shops flush with discount offers. The so-called ‘Golden Quarter’ including Black Friday is the most hotly contested period of the year...
Searching for signs of life from recent market dogs
Thursday 30 Nov 2023Can investors expect slumping stocks to bounce back? The obvious answer to this question is, it depends which stocks, and why they slumped. Share prices fall for many reasons. Some remain unloved, cast aside by equity markets like sodden paper bags. Others recover, fixing perceived problems and re-...
From £200 per month to £1 million: using the markets to create a seven-figure pot
Thursday 30 Nov 2023Saving for the future is not always front of mind for most people which is understandable given the cost-of-living crisis and the need to balance household budgets. This is a shame because the sooner an investor can get started the better their chances are of building a decent nest egg. In this...