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magazine archive

Feature

Are pension funds about to swamp the market with unwanted private assets?

Thursday 01 Feb 2024

The knock-on effects of the Truss government’s disastrous ‘mini-Budget’ in late 2022, which caused panic-selling of bonds by pension funds and forced the Bank of England to provide tens of billions of pounds to stabilise markets, continue to work their way slowly through the financial system...

Emerging markets: positive 2024 outlook for stocks and earnings as voters go to the polls

Thursday 25 Jan 2024

1. We are constructive on equity markets in 2024. Drivers include consensus expectations for a recovery in earnings growth, the likelihood of a soft economic landing in the United States, and evidence that interest rates have peaked. Over the past 30 years, emerging market equities have on average...

Why falling interest rates could be a ‘harbinger of boom’ for commercial property

Thursday 25 Jan 2024

While it was founded over a century ago as a general investment trust, since 1984 TR Property (TRY) has focused exclusively on analysing the UK and European property sectors looking for the most profitable and attractive companies. The FTSE 250 company currently has exposure to 12 European...

Enjoy the retirement you want: How to build a SIPP portfolio

Thursday 25 Jan 2024

Most of us will be aware of the need to plan for our retirement, however far or otherwise we might have got with doing so. After all, when we stop working we all still want to enjoy a decent quality of life. In this article we will explore how much money you will need and the level of pension pot...

As BRICS grouping grows find out which of the original members has done best

Thursday 25 Jan 2024

It may have started off as an acronym to describe the main emerging markets in the early noughties but Brazil, Russia, India and China have co-opted the term to create an alliance over the last decade or so bringing South Africa into the fold. This BRICS alliance just added new members to the fold...

Diversification is key to the streaming service’s success in 2024 and beyond

Thursday 18 Jan 2024

Media company Spotify Technology (NYSE:SPOT) primarily generates cash from streaming music to listeners digitally, and judging by its third-quarter results, where total revenue grew 11% on the previous year to $3.4 billion, business is good for the Swedish-based firm. Subscribers and non-...

How fund managers plan to respond to the artificial intelligence theme in 2024

Thursday 18 Jan 2024

There is no question the dominant theme in stock markets last year was AI (artificial intelligence), in particular generative AI. In an interview with Time magazine last June, Sam Altman – the former chief executive of OpenAI, whose ChatGPT product has been at the forefront of the AI trend – said...

Beyond Buffett: How is Berkshire Hathaway approaching the succession and does the great man have one last big deal in him?

Thursday 18 Jan 2024

An investor blessed with Nostradamus-like predictive powers who put money to work with Berkshire Hathaway (BRK.B:NYSE) in 1964 and held the shares until 2022 would have enjoyed a gargantuan overall gain of 3,787,464% in terms of per share market value, leaving the stellar 24,708% return from the S...

Should investors be concerned by Fundsmith Equity's five year underperformance?

Thursday 18 Jan 2024

Terry Smith delivered disappointing news last week (9 January) after he revealed his flagship equity fund Fundsmith Equity Fund (B41YBW7) had underperformed the MSCI World Index for a third successive year. Moreover, the fund’s cumulative total return now lags the global benchmark over five years...

Which stocks are fund managers most excited about this year?

Thursday 11 Jan 2024

In this third part of our investor survey, we asked some of the UK’s leading fund managers which sectors or stocks they thought were the most promising for 2024. The responses were as varied as they were thought-provoking, with only a couple of managers singling out technology stocks. As before we...

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