magazine 19 Nov 2020
Unlocking the world. As vaccine developments hot up Shares examines the stocks and sectors which could benefit from a reopening of the economy.
This week’s issue includes a detailed look at the repair job being carried out at Fundsmith Emerging Equity Trust, analysis of the rotation from growth into value, insight into the Singles Day retail bonanza in Asia and what Tesla’s S&P 500 inclusion means for the electric vehicle manufacturer.
Also in the digital magazine: how debt can be useful to a business, the unsung heroes which have driven the US market higher in 2020 and the secret formulas employed by fund managers to help them identify investment opportunities.
JD.com, Apple, L’Oreal join Chinese e-commerce giant in reaping huge sales
Family entertainment giant reshaped during stay-at-home 2020
When comparing companies its important to understand how they are financed
Three vehicles plan to float and are keen to differentiate themselves from existing peers
$10 billion tracker funds trade on the cards for electric cars maker
Stock gains more muted as investors welcome the news of another potential treatment
The vaccine breakthrough has shone a light on the path towards recovery and exposed the market’s preference for growth
FEET hasn’t enjoyed the magic touch of Fundsmith Equity and Smithson but that could change
We talk to managers about the metrics they use as a first step in identifying potential investments
We look at the unsung heroes of the rally in the S&P 500
Investment ideas as the market becomes more confident about economic recovery
As the Treasury looks for ways to rebuild the public finances investors should get ready for changes
It is important to distinguish between those paying lip service to ethical investing and those making a tangible difference
Science and technology tools maker remains attractive even after 44% run
The home repairs company reported stronger revenue and profit and remains largely unaffected by the pandemic
The company can ride a wave of unprecedented demand to achieve long-term success
We remain fans of this top-performing trust’s focus on quality companies with structural growth
The trenchcoats-to-cashmere scarves seller is beginning to recover from the worst impacts of the pandemic
Strong cash flow generation and lower debt have transformed the investment case for waste firm
What happens when a country's rate of borrowing increases so rapidly