magazine archive

magazine archive


The stocks and indices which matter when investing in Europe

Thursday 20 Feb 2020

This is the third of a multi part series. Part one covered the FTSE 100 and FTSE 250. Part two covered the S&P 500 and Nasdaq Composite indices. For investors looking to invest directly in European markets, the Euro Stoxx 50 is the leading index of blue-chip stocks from across the Eurozone,...

Stocks and sectors that move the S&P 500 and NASDAQ

Thursday 13 Feb 2020

When people talk about US stock markets they are usually referring to the Standard and Poors (S&P 500) index. One reason why it’s so popular is that it represents around 80% of the whole US stock market. S&P 500 Over $10tn of assets are benchmarked to the index including $3.4tn of indexed...

The stocks that move the FTSE 100 and FTSE 250 indices

Thursday 06 Feb 2020

If you have ever wondered about what purpose stock market indices serve, how they work or just wanted to know how they relate to investing, we have the answers. Over the coming weeks we will cover all the main global indices, starting with the most recognised UK market benchmarks. We will discuss...

How to find a list of companies quoted on the stock market

Thursday 06 Feb 2020

In the past, if you wanted to find a list of companies quoted on the stock market – say you fancied investing in a pub firm or a widget-maker – you probably had to pay a research firm for the information. Today, there are plenty of free resources which can do the same job without you having to fork...

Using the Portfolio X-Ray tool to better understand your investments

Thursday 30 Jan 2020

A reader has asked if we could explain how to interpret the information from Morningstar’s Portfolio X-Ray tool used on AJ Bell Youinvest’s website and available from Morningstar directly. This article offers our thoughts on the usefulness, strengths and weaknesses of the tool. We have also created...

What does a high share price mean?

Thursday 23 Jan 2020

A lot of investors presume that a stock priced at £10 is much more expensive than something priced at 250p. Yes, you need more money to buy a single share, but you can’t learn anything about how the equity is valued from its share price. Classic methods of valuing a company include comparing a...

The difference between bottom-up and top-down investing

Thursday 16 Jan 2020

All investors want to make money from equity markets but you can go about it in many different ways. Styles like growth, value and income are widely understood, as are buying shares directly or using funds or investment trusts. And within the wider funds space there is the age-old debate about...

What portfolio rebalancing is and how it can help with investing

Thursday 28 Nov 2019

Those who seek to make money from the markets are often looking to balance out the risk of loss with the potential for reward. Typically the higher the risk, the higher the possible reward and vice versa. The proportion of your portfolio you allocate to distinct asset classes will therefore depend...

Discover a great tool for valuing high growth companies

Thursday 14 Nov 2019

The ‘Rule of 40’ is increasingly being adopted by high growth company executives as an important metric to help measure the trade-offs of balancing growth and profitability. Most retail investors may be unfamiliar with the term yet it is simple to understand and easy to apply. It can help you...

What are consensus earnings forecasts and why do they matter?

Thursday 07 Nov 2019

The term ‘consensus’ is usually used to describe a broadly-accepted opinion or decision among a group of people. When applied to company earnings, it refers to the average of a collection of analysts’ forecasts. According to the efficient market hypothesis theory, made popular in the 1970s by...