magazine archive

magazine archive

Editor's View

Why the US economy might not be in as great shape as you think

Thursday 02 May 2019

On 26 April US GDP figures apparently showed an economy in much ruder health than anyone had imagined. The headline annualised growth figure of 3.2% was significantly ahead of the 2.3% forecast by economists and the best first quarter performance since 2015. The positive surprise helped drive US...

Looking for bright geographical spots as economic clouds darken

Thursday 25 Apr 2019

It’s been quite a whirlwind period since the start of the year with markets racing ahead despite plenty of negative economic news. While we’ve covered many of the warning signs in Shares in recent months, it is worth pointing out not everything is doom and gloom. Our main feature this week looks at...

What a blockbuster US deal can tell us about the oil price

Thursday 18 Apr 2019

On 12 April US oil company Chevron made a $33bn swoop for Anadarko. As well as heralding a possible wave of mergers and acquisitions in the energy sector, the prospective deal also provides some insight into how the industry (or at least Chevron’s board) are currently viewing the oil price. Chevron...

It is time to wave goodbye to the conglomerate model

Thursday 11 Apr 2019

Conglomerate has become a dirty word as owning various businesses operating in different industries is no longer seen as relevant in the modern world. The returns for investors in these stocks also haven’t been great. It is very hard for a board to run a company with lots of complex parts and you...

Stimulus measures key to first quarter market rally

Thursday 04 Apr 2019

Stock markets around the world have bounced back in 2019 with positive gains in every single major market. This is a great outcome given how miserable markets were last year. However, it does seem slightly odd that markets are moving upwards when there are ongoing uncertainties clouding the...

What’s spooking the markets this time?

Thursday 28 Mar 2019

A cocktail of negative data has troubled the markets once more, resulting in large declines in share prices around the world amid worries about global growth. Investors have flocked to sovereign debt including Australian government bonds where the yield on the 10-year notes has fallen to a record...

Many global equity funds fail to add value

Thursday 21 Mar 2019

Three quarters of actively-managed funds with a global equity mandate have underperformed the MSCI World index since 11 November 2010, according to data from Trustnet. Put another way, buying a passive exchange-traded fund tracking this index, which covers mid and large cap stocks from 23 countries...

Top up your ISA with cash now and invest later if you are nervous

Thursday 14 Mar 2019

Brexit is nearly upon us and the dreaded ‘B’ word has been playing havoc with how we manage our money. For example, many of us have been happy to buy extra longer-life food to avoid being caught out by any Brexit-related supply disruption. However, demand appears to have weakened for spending on...

You don’t have to be a millionaire to win at savings

Thursday 07 Mar 2019

We’re regularly told by the media that investing could make you a millionaire if you save hard. While we’d all like to have that much money, the hard truth is that becoming a millionaire is beyond the reach of many people. Some of these millionaire articles have been criticised because they imply...

When will it be deal time again for the big miners?

Thursday 28 Feb 2019

Large cap mining companies have been great performers this year with an average gain of 15.3% versus 7.2% from the FTSE All-Share. Commodity prices have been picking up in general, there is increasing optimism that US/China trade talks will reach an amicable conclusion, and China’s latest stimulus...