magazine 29 Feb 2024

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Find out more about Europe's champion stocks and the funds which invest in them. Plus discover the thoughts of leading fund manager Terry Smith on hot market topics like AI and obesity drugs.

Bus and rail group’s shares are down 37% over one year as post-Covid recovery proves an uphill struggle

Eight companies are under investigation for potentially anti-competitive conduct

Berkshire has by far the largest net worth recorded by any US business

Changes to corporate governance and loose monetary policy have driven the rally so far

More investors turn to tracker funds and ETFs as active managers underperform the market

A cautious approach to markets has hindered returns over the last decade

Investor interest and record funding of the space sector has lifted the trust

The tax treatment of pensions is set to change soon

Of the five developing economies in the region Colombia is the smallest and worst performer and Brazil is the biggest and best

Three things the Templeton Emerging Markets team are thinking about today

The leading fund manager gives his view on the market’s hot topics

Businesses with sustainably high returns on capital are rare

Europe is home to many high-quality companies which remain cheap relative to their US counterparts

Abrdn Property Income has two potential suitors and more deals are likely

The company's shares have collapsed from their August 2022 highs

Shares in the budget chain have enjoyed strong gains since November

Meanwhile attention switches to US jobs and price data and the ECB

The food-on-the-go leader needs to serve up an appetising trading update

Wide discount on tried-and-tested Asia trust offers a compelling buying opportunity

The company's margins are expected to rise to 38% by 2026

Risks associated with motor finance are low compared with other banks