magazine archive

magazine archive


2020 outlook: 10 big questions for the year ahead

Thursday 12 Dec 2019

It feels like we are at a major turning point for markets. This year has been dominated by concerns about the US/China trade war, a slowdown in the global economy, Brexit and whether equity markets have peaked. Next year it feels like we could get more clarity over the trade war and Brexit which in...

Three investment ideas for Lifetime ISAs

Thursday 05 Dec 2019

Don’t worry if you missed the 30 November deadline to open a Help to Buy ISA to help fund your quest to get on the property ladder. The Lifetime ISA is a very good alternative and comes with the potential to earn a much greater Government bonus, and it has a less onerous restriction on the maximum...

Sweet returns: three ways to invest in Coca-Cola

Thursday 05 Dec 2019

Here’s a quick mental exercise. Think of the globe’s best known, most iconic brands and one name will stand out, namely Coca-Cola or ‘Coke’, the world’s most recognised soft drink. Everyone knows it, but can you make money from it as an investor? We’ll take a look at the multiple ways you can get...

How are sin stocks stacking up?

Thursday 28 Nov 2019

As the environmental, social and governance (ESG) juggernaut has rolled on, forcing institutional investors to put more and more money into companies with the best socially-responsible credentials, old-fashioned ‘sin’ sectors such as alcohol, tobacco and gaming have fallen out of favour. Yet given...

Emerging markets growth leaderboard

Thursday 28 Nov 2019

The latest projections from the International Monetary Fund (IMF) are for growth from emerging markets to be significantly stronger than from developed economies in 2020. In some respects this is unsurprising. The nature of the populations of emerging market countries or their ‘demographics’ are a...

Emerging markets: Views from the experts

Thursday 28 Nov 2019

Partial trade deal: News that the United States and China reached a partial trade deal in October was cheered by investors globally. The ‘phase one’ agreement, which was originally expected to be signed in November, is said to cover agricultural products, financial services, currency and...

BT investors face dual threat of renationalisation and more dividend cuts

Thursday 21 Nov 2019

If BT ( BT.A ) investors thought the dividend was a headache, they are probably nursing a migraine now. A pledge by Labour’s Shadow Chancellor John McDonnell last week to take BT’s broadband national infrastructure backbone Openreach into public hands really did come out of the blue. The market has...

Four stocks priced for perfection and likely to disappoint investors

Thursday 14 Nov 2019

Controversial Brexiteer hedge fund manager Crispin Odey is fond of saying that cycles never die, or what goes up inevitably comes back down. What this means is that investors can sometimes mistake structural growth for cyclical growth. This can be applied to a company’s valuation too, which expands...

What’s behind the new all-time high in US markets?

Thursday 07 Nov 2019

If you have just been reading the newspaper headlines over the last few months, it’s been rather gloomy material in general – from increasing US-China trade tensions to fears over Brexit and slowing global growth. And yet one of the most followed global indices – the S&P 500 – hit a new all-...

Emerging markets: Views from the experts

Thursday 31 Oct 2019

1. India’s Finance Minister Nirmala Sitharaman announced a meaningful reduction in India’s corporate tax rates to help spur investment and boost growth in the country’s slowing economy. These changes came as a positive surprise and send a strong signal that the government has recognised the stress...