magazine archive

magazine archive

Editor's View

Why Freedom Day has been such a dud on the markets

Thursday 22 Jul 2021

It is often said that it is better to travel than arrive when it comes to investing and England’s ‘Freedom Day’ seems to be a case in point. The long-awaited lifting of restrictions has come against the backdrop of rising infections and the FTSE 100 plunged to a two-month low on the day itself (19...

Will Freedom Day represent the top of the market?

Thursday 15 Jul 2021

The UK’s Freedom Day should have been cause for celebration. Instead, we’re having to navigate choppier stock market conditions, hundreds of thousands of children and workers are stuck at home isolating, and don’t even mention the Euro 2020 result. It’s worth understanding what has driven the...

Common theme for UK takeovers: property assets

Thursday 08 Jul 2021

Property assets have become the common theme connecting this year’s flurry of takeovers on the UK stock market. As Shares went to press, Morrisons ( MRW ) was subject to a bidding war and GCP Student Living ( DIGS ) had just received a takeover approach. In May, both Spire Healthcare ( SPI ) and St...

Turning point for markets: sectors to explore or ditch

Thursday 01 Jul 2021

Society is at a turning point and so is the stock market as the focus shifts from Covid recovery opportunities to the threat of rising inflation and changes to monetary policy. Fundamentally, what’s worked this year in terms of stock selection may not continue to do so. Companies will need to show...

Can oil and gas ever be ESG friendly?

Thursday 24 Jun 2021

While the pledge to hit net zero targets by oil and gas majors BP ( BP. ) and Royal Dutch Shell ( RDSB ) may have captured the headlines over the past 18 months or so, the push for more ESG-focused strategies is permeating further down the industry food chain. In most of this author’s recent...

This is why markets are more relaxed about inflation again

Thursday 17 Jun 2021

After a strong start to 2021 for global equity markets, as investors looked toward a post-Covid recovery, sentiment weakened sharply. This was down to fears that the pent-up demand and government’s large stimulus efforts would send inflation spiralling through the roof and lead to a rapid...

Want to play the vibrant UK property market? Here’s a new way

Thursday 10 Jun 2021

The latest Halifax house price index data (7 Jun) showed a UK property market still in runaway form. This might be good news for the value of your own home, but it will also make it more difficult for many to get on the property ladder – meaning more demand for rental properties. In investment...

The clues in everyday life that give you an investing edge

Thursday 03 Jun 2021

It’s easy to fall into a trap of seeing your shareholdings as numbers on a screen rather than part-ownership of a real business. However, this would be a mistake and one way which can help you stay in touch with the tangible nature of your investments is to look out for things you can spot yourself...

Popular investment trust trading strategy hits a wall

Thursday 27 May 2021

Buying investment trusts when they trade on a discount to net asset value and selling when that gap has narrowed has been a popular investment strategy for many people. Unfortunately, the rebound in the stock market since the Covid-inspired crash in early 2020 has rendered that strategy much harder...

Bitcoin’s entry into the mainstream is proving short-lived

Thursday 20 May 2021

For a time, bitcoin became just too big to ignore, with the cryptocurrency reaching all-time highs above $64,000 in April. When the price of an asset increases six-fold in a matter of months people are bound to sit up and take notice. Amid signs that institutional investors were warming to the...