magazine 24 Nov 2016

Download PDF Page flip version

We’ve noticed investors are starting to switch out of high quality defensive stocks and move into lowly-valued cyclical companies. Our main feature explores the reasons behind this rotation. We also look at five different scenarios, comparing pairs of defensive and cyclical stocks and giving our views as to which ones to buy. Elsewhere in this week’s Shares we explain why the Autumn Statement is positive for equities, why Royal Mail is still a good share to own and reveal the secrets behind how fund managers pick small cap stocks. We also reveal how two of the most famous fund managers, Neil Woodford and Mark Barnett, are navigating uncertain market conditions.

Is it time to rethink your investments as markets start to rotate from defensive to cyclical companies?

We talk to three fund management groups to learn the secrets of their success

Lower corporation tax could provide a boost to stocks and shares

Russell 2000 index charges ahead following election upset

High quality assets should overcome weak market sentiment

Cosmetics merchandiser is a profitable growth and income play

Company swoops as rival enters administration

Government sells another chunk of its stake in bank

Surging demand for Blue Prism's virtual taskforce sets share price record

Holiday trading is make or break after patchy first half

Lease finance specialist has contract with Dixons

And there's scope to nudge estimates higher still

Tech business is putting its strong cash generation to shareholders’ benefit

We look at the risks and rewards from investing in portfolios with 50 holdings or less

Buying a fraction of a fund could be the solution for retail investors

Pensions freedoms have encouraged share scams

Unsuccessful takeovers can be good times to buy, subject to certain conditions

Woodford buys as directors sell in fibre optic specialist

Outsourcer has big opportunities in efficiency drive

Competitive pressure may be easing in dining sector

Deutsche Boerse takeover exactly a decade after failed 2006 bid

Euro turned out to be a thanksgiving 'turkey' despite US deficits

Analysts were warning of inflation pick up well before Brexit

Two famous fund managers give their views on stocks to buy and sell in the current environment

Focus likely to be on M&A plans

What is a currency pair and why are the foreign exchange markets so popular with traders?

Lavendon, Speedy Hire and HSS also in play

Demerged price comparison site has growth potential at an attractive price

Engineering firm says results to be at top end of expectations

Home emergency repair specialist is on a roll with global expansion