magazine 22 Oct 2020

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Beyond Brexit: the outlook for UK stocks and the pound. Discover the potential outcomes for the current trade talks and how they might affect investments.

This week’s investment ideas include a £4 billion gold miner and an investment trust with big bets on retail and housebuilding. There are updates on Ford, Kainos, Luceco and Touchstone Exploration.

Investors get a steer on Novacyt’s earnings potential; crisis brewing at JD Sports as orders delayed; and best year for Reckitt Benckiser’s shares since 2015.

Shares explains how Sirius Real Estate generates big returns from German business parks, and the benefits of investing in family-run businesses.

It is particulary important in takeover situations

Its global customer base and brand recognition are driving a step-change in revenue potential

The Dettol and Lysol supplier continues to have a good crisis, though there are earnings headwinds ahead

If producers’ cartel OPEC fails to delay a production hike then history suggests we could see a big fall in the commodity price

The ‘King of Trainers’ says it is working hard to resolve online order problems ahead of the peak selling period

Nothing is so permanent as a temporary government program said Milton Friedman

We explore the reasons why certain firms have rewarded investors over the long-term

How to position your portfolio depending on the outcome of the trade negotiations

Offering a 4% yield, the company has proved resilient to the impact of coronavirus

Retail investor interest in ESG products is heating up, so make sure you understand the different ways they work

The mid cap index has a good track record of outperforming the FTSE 100

Yamana Gold offers better value than its London-listed large cap peers

Demand remains strong with full year profit expected to be ‘significantly’ ahead of previous forecasts

Further upgrades to earnings as sales momentum continues

The stock is up nearly 9% since we said to buy in August

The brains behind Aurora Investment Trust have a superb track record

The Dow Jones Transportation index  has outpaced its Industrials counterpart in the past year

Expats might encounter issues when trying to access their pension money