magazine 5 Apr 2018

Download PDF Page flip version

Shares looks at the key financial goals for seven different generations and the tax benefits to help maximise wealth creation.

Whether you’re a millennial wanting to buy property, a Generation X saving up for a big home improvement project or even part of the Silent Generation enjoying retirement, this article is packed with handy hints about investing.

Also this week: will the tech sector sell-off lead to a takeover frenzy and how does an investment fund survive when a star manager departs?

You can also learn how to spot dividend opportunities in a few simple steps and discover the best ways to use past performance data to assess new investments.

The best ways for people of different ages to build wealth

We’re hopeful of a better performance as the year progresses

There are various ways in which a investor could have achieved a better return than simply tracking the FTSE 100

Expect to see further bad news when the retail and leisure sectors next update on trading

Analysts are optimistic about a new wave of takeovers and stock market flotations

Fresh on the UK stock market, Kore will soon have to raise a lot of money to build a potash project

Trading strengthens at sofa seller yet big ticket spending remains squeezed

One analyst reckons its shares should trade on a higher rating, implying capital gains alongside generous income for investors

The company’s anti-infective XF-73 could have the potential to kill bacteria within 15 minutes

Picking companies to invest in can be risky but if you were guaranteed some of their revenue every year, it might be well worth it

We look at the impact on asset flows and how replacement managers have to fight back

Contrarian investor Alasdair McKinnon seeks to avoid the ‘madness of crowds’

Many UK workers face a similar decision with regards to taking a lump sum or keeping their defined benefit pension

Historic data can be a useful way of comparing funds – as long as it’s put in context

Falling share prices can result in higher dividend yields... time to go shopping?

EU floating plans for 3% revenue levy aimed at firms like Facebook and Google

Well-followed small caps specialist is back with new investment trust launch

Founder to leave the business after presiding over tidy total return

Company is in the process of acquiring assets from BP  

This AIM-listed superstar has been growing fast, will it keep up the pace?

Inflation and weak wage growth have put retail sales under pressure

Highly-diversified portfolio and considerable expertise are highly valuable in current market conditions

A plucky little asset manager which is a great value and income play

Small cap structural steel play demonstrated significant progress in 2017  

Retail meat-to-fish packer is delivering portfolio nourishment

Important information:

These articles are provided by Shares magazine which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by AJ Bell Youinvest.

Shares is provided for your general information and use and is not a personal recommendation to invest. It is not intended to be relied upon by you in making or not making any investment decisions. The investments referred to in these articles will not be suitable for all investors. If in doubt please seek appropriate independent financial advice.

Investors acting on the information in these articles do so at their own risk and AJ Bell Media and its staff do not accept liability for losses suffered by investors as a result of their investment decisions.

The Shares team
Disclaimer

Advertising feature

UK Markets

The value of your investments can go down as well as up and you may get back less than you originally invested. We don't offer advice, so it's important you understand the risks, if you're unsure please consult a suitably qualified financial adviser. Tax treatment depends on your individual circumstances and rules may change. Past performance is not a guide to future performance and some investments need to be held for the long term.