magazine archive


magazine archive

Feature

Why you would invest in a fund which aims not to lose cash

Thursday 22 Jul 2021

Why would you invest in a product which has the limited ambition of not losing you any money? For the uninitiated that question might be prompted by the existence of capital preservation investment trusts and funds whose principal aim is, as their name suggests, to preserve your cash. However,...

Can Dignity ever reclaim its defensive qualities?

Thursday 22 Jul 2021

Pull up a one year chart of funeral services provider Dignity ( DTY ) and you’ll be kicking yourself if you didn’t invest 12 months ago to generate a spectacular 200% gain. But draw a long-run chart and you’ll see the shares remain more than 70% below 2016’s £28-a-share peak, as the funeral...

UK stocks: Cheap and finally on investors' radar

Thursday 22 Jul 2021

UK stocks represent a ‘once in a generation’ opportunity for investors, say fund managers. After years dogged by political and economic uncertainty, and soggy stock market performance, this is a welcome change of mood music. ‘UK equities are on a 30 year low versus peers, and we see this as a once...

Why US-listed China tech shares are taking a beating

Thursday 15 Jul 2021

China’s technology giants have seen more than $800 billion combined wiped from their market value since February thanks to Beijing’s expanding crackdown on the sector. The recent crackdown by China’s authorities on ride hailing firm Didi Global and other US-listed Chinese tech stocks has sent...

Bank stocks: Can this year's rally continue?

Thursday 15 Jul 2021

Having underperformed the FTSE 100 and the FTSE 350 for the best part of 10 years, September 2020 saw the FTSE 350 banks index stop making decade lows and start to make short-term highs, much to the excitement of analysts and investors. As the market rotation towards value stocks took hold, the UK’...

Commercial property is looking interesting again

Thursday 15 Jul 2021

The gradual reopening of the UK economy has been matched in the property investment space by a similarly gradual reopening of open-ended real estate funds. This follows a long period when trading in numerous property funds was suspended due to the difficulty of valuing their holdings in the...

Stocks making highs and lows and how investors can use this information

Thursday 08 Jul 2021

Keeping a regular watch on stocks with positive and negative share price momentum is a useful exercise as it tells us which areas of the market are hot or not. Investors who follow a pure momentum strategy like to buy stocks that keep a hitting a new 12-month high in the belief the share price is...

Tesla: Great investment or waste of time?

Thursday 08 Jul 2021

Is there a more Marmite stock than Tesla? It commands the attention of investors like almost no other company on the market. It ranks in the top 10 of the S&P 500’s 30 and 90-day average volume leaders, is the world’s most valuable car maker, and you can barely search the internet without...

Governments near agreement on global corporate tax ‘alignment’

Thursday 08 Jul 2021

One hundred and thirty countries and jurisdictions have joined together to ratify a two-stage plan to reform international tax rules, curtailing tax avoidance by large multinational companies and giving smaller countries more tax revenues from overseas firms. According to the OECD, the current...

The winning and losing investments so far in 2021

Thursday 08 Jul 2021

We’re now halfway through the year, and it’s been a good six months for stock market investors, with the FTSE 100 returning 11% and the S&P 500 returning 14% in pounds and pence. But the real standout performer has been the UK Smaller Companies market, which has returned around 20% in the past...

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