magazine archive


magazine archive

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Can the ‘Magnificent Seven’ ride higher again? The 2024 prospects for Meta, Apple, Alphabet, Nvidia, Microsoft, Amazon and Tesla

Thursday 11 Jan 2024

Mega-cap tech stocks drove the bulk of US stock market gains in 2023, but can the so-called ‘Magnificent Seven’ repeat the trick in 2024? While the odds seem stacked against a re-run of last year’s blistering capital returns over the next 12 months, Shares believes that the ‘Magnificent Seven’ will...

Return from our 2023 share picks is more than four times that of the UK market

Thursday 21 Dec 2023

Our 2023 picks have smashed it - achieving an average return excluding dividends of 20.6%, more than four times the return of the FTSE All-Share and better even than the MSCI World which is up 17.9% this year. This is all the more satisfying as the MSCI World index has been powered by the US...

The best and worst emerging markets in 2023

Thursday 21 Dec 2023

Overall, it has been a mixed year for emerging markets - with the heavy weighting for a lacklustre Chinese market seeing the MSCI Emerging Markets index creeping just 1.8% higher as we write against a 17.4% advance for the MSCI World developed markets index (both in dollar terms). However, within...

Can electricals leader Currys deliver some turnaround spark?

Thursday 21 Dec 2023

While the present-day incarnation of Currys (CURY) is a technology products specialist selling everything from whizzy gadgets to white goods, the retailer’s origins can be traced back to 1884 when one Henry Curry founded the Curry Cycle Co bicycle-building business. In 1984, Dixons Retail...

Discover the stocks the professionals changed their minds on in 2023

Thursday 21 Dec 2023

For the second part of our annual survey, we asked fund managers if they had changed their view on any stocks this year, for better or for worse, and what lay behind their decisions. As with the winners and losers survey last week, the answers were often frank and once again we would like to thank...

Emerging markets: China property fixes and dollar weakness

Thursday 21 Dec 2023

1. Earnings: Consensus forecasts call for 18% earnings growth for the MSCI Emerging Markets Index in 2024, which compares to a forecast 9% contraction in 2023. Expectations for next year have held steady since in recent months. China, Taiwan and Mexico have driven forecasts lower for this year...

10 big questions for 2024: the markets outlook for the year ahead

Thursday 14 Dec 2023

As we move into another year there is plenty for investors to consider. Are we on the other side of inflationary pressures? Will rates be cut in 2024? What will happen with the US presidential election? In this article we address these and some other big questions for the year to come. IS THE...

The UK stocks which did best in 2023

Thursday 14 Dec 2023

It has been an up and down year for the UK stock market but some names have really shone over the course of the last 12 months. In this article we go through the market cap ranks to identify the best performing large-, mid- and small-cap stocks in 2023. £5 billion+ market cap While Nvidia (NVDA:...

What have been this year’s highs and lows for fund managers?

Thursday 14 Dec 2023

There were several trends in the UK stock market this year which, if you managed to identify them, served you well. Most obviously, although it may not have seemed it at the index level, large-cap stocks generally performed better than small- and mid-caps, although for the lucky few the small-cap...

I’ve opened a SIPP: what next?

Thursday 07 Dec 2023

Making a start to any enterprise is often the hardest part – so if you have opened a SIPP (self-invested personal pension) you have already taken one of the most important first steps towards a more comfortable retirement. This article will talk you through the next steps so you can start putting...

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