magazine archive
magazine archive
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Disney 1: Nelson Peltz 0. Are activist investors losing their magic touch?
Thursday 11 Apr 2024Nelson Peltz’s failure to get a seat on the board of directors at Disney (DIS:NYSE) has raised the question: are activist investors losing their touch? Peltz might have enjoyed success with earlier campaigns at Kraft Heinz (KHC:NASDAQ) and Wendy’s (WEN:NASDAQ) , yet he sits alongside big names such...
Why the market has soured on Apple: Can the tech giant turn things around?
Thursday 11 Apr 2024This year, Apple (AAPL:NASDAQ) shares have fallen nearly 9%. If that doesn’t sound like a big deal, consider that for the world’s second most valuable company it means the loss of something like $230 billion. That’s the equivalent of an entire PepsiCo (PEP:NASDAQ) , or Shell (SHEL) – the UK’s...
Discover why the UK market is shrinking and what it means for investors and the economy
Thursday 04 Apr 2024The shrinking UK stock market is a worry for fund managers and has wider implications for the UK as a listing venue as well as the UK’s economic growth, say analysts at Peel Hunt. This article explores the so-called de-equitisation of the UK stock market, or plainly put the substitution of debt for...
Has the British ISA piqued your interest in UK investments?
Thursday 04 Apr 2024The prospect of a new British ISA has put the spotlight on the UK market. Some investors will not feel comfortable picking individual shares and an alternative is to look at actively managed funds and investment trusts. Here are some tips on putting together a UK-focused portfolio. WHICH FUNDS AND...
Invest in the future of medicine
Thursday 04 Apr 2024At the centre of the current boom in generative AI (artificial intelligence) is chip maker Nvidia (NVDA:NASDAQ) . It designs some of the fastest computer chips in the world which are needed to run data hungry LLMs (large language models) capable of understanding natural language. Readers may be...
Sweet like chocolate: the total return stocks profiting from the sale of tasty treats
Thursday 28 Mar 2024One of the chocolate industry’s seasonal peaks, Easter is upon us with eggs from the world’s major brands adorning retailer’s shelves. Chocolates are tough for consumers to resist at this time of year, but is this an opportune time to put money to work with purveyors of one of the world’s most...
Invest in fantasy: The power of imagined worlds and the ways to play them
Thursday 28 Mar 2024The world of fantasy is clearly having a moment. The rise of ‘romantasy’ authors like Sarah J Maas, who has been a big part of UK publishing outfit Bloomsbury’s (BMY) recent success, have taken the genre out of its previous male-dominated realm to a whole new audience. Bloomsbury’s surging sales...
Why the Taiwanese market is more than just TSMC
Thursday 28 Mar 2024Stocks in Taiwan have comfortably outperformed those of other emerging markets in recent years. According to data from index provider MSCI up to the end of February 2024, MSCI Taiwan has achieved an annualised gross return of nearly 13% over 10 years and 17.7% over five years. This compares with...
Emerging markets: semiconductor surge, electric vehicles and Egypt
Thursday 28 Mar 20241. Semiconductors in focus: The semiconductor sector, as represented by the Philadelphia semiconductor index, posted a 10% gain in February. This reflected renewed optimism surrounding artificial intelligence (AI) chips and their associated applications. Asian chipmakers, which are responsible for...
Small world: a look at some of the month’s interesting small-cap stories
Thursday 28 Mar 2024We begin this article with the cautionary tale of former high-flying cloud telephony and conferencing firm LoopUp (LOOP:AIM) . At the beginning of March, the firm dropped a bombshell on investors by announcing the board had unanimously decided that canceling its listing on AIM and raising money...