magazine 27 Apr 2023

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The big dig: read Shares’ deep dive into the mining sector.

Why is the S&P 500 heading towards a new high despite recession fears? Ian Conway debates this hot question.

This week’s investment ideas include a fund to play the rise in UK takeovers and an AIM stock that benefits from higher rents in the residential property market.

Daniel Coatsworth argues that investors should follow Warren Buffett and seek out the attractions of Japan. Sabuhi Gard explains why China investment trust share prices have been falling despite the country’s reopening efforts.

Elsewhere, discover the UK market’s most hated stocks and why the outlook has changed once again for UK interest rates.

Analyst raises questions over asset manager’s recent track record on M&A

The public will welcome more time off work, but companies may not be as enthusiastic

China and the energy transition are the two big drivers for the sector

The fast-food giant is successfully navigating the challenges of a depressed consumer backdrop

ASML and Lam Research are both confident in revenue recovery despite tech restrictions

The latest inflation figures have once again changed market expectations for the cost of borrowing

Iconic chocolate maker is in a sweet spot thanks to steady snack demand

A combination of takeovers and firms throwing in the towel means less choice for investors

Innovation could be the answer to some of the big challenges facing the world's second largest economy

Three things the Franklin Templeton team are thinking about right now

We take a look at the earnings context to see if investors’ optimism is misplaced

Stock prices usually bottom well before company news flow turns positive

Having a dividend grow by 5% to 8% a year is a significant advantage to cash and bonds

The share price rally which started in late 2022 has run out of steam

It is the best performing Asian market this year and there is plenty of good news

As private equity firms snap up undervalued firms, manager Jonathan Winton is also spotting opportunities

The lettings market is experiencing a major boom and this company stands to benefit