magazine archive


magazine archive

Feature

As conflict rages in the Middle East and Ukraine – understand the dynamics of the defence sector

Thursday 07 Dec 2023

Conflict is always an unhappy subject, but it remains an area of real focus across the globe. Cross-border collisions of ideology, hegemony, raw materials, and even survival, mean national budgets reach astronomical levels, especially in the US, by far the world’s largest military spender. In 2022...

Why the UK stock market may not be the value opportunity you think it is

Thursday 07 Dec 2023

Once again it looks like the year is going to finish with the UK stock market being a notable laggard on the global stage. So far this year the FTSE All Share has returned around 4%, compared to 14% from the S&P 500, and over 10% from the European stock market. The UK has been viewed by some as...

Discover the Christmas retail winners and losers

Thursday 07 Dec 2023

We are now a little more than a fortnight away from Christmas Day with TV adverts pushing festive products, high streets adorned with Christmas decorations and shops flush with discount offers. The so-called ‘Golden Quarter’ including Black Friday is the most hotly contested period of the year...

Searching for signs of life from recent market dogs

Thursday 30 Nov 2023

Can investors expect slumping stocks to bounce back? The obvious answer to this question is, it depends which stocks, and why they slumped. Share prices fall for many reasons. Some remain unloved, cast aside by equity markets like sodden paper bags. Others recover, fixing perceived problems and re-...

From £200 per month to £1 million: using the markets to create a seven-figure pot

Thursday 30 Nov 2023

Saving for the future is not always front of mind for most people which is understandable given the cost-of-living crisis and the need to balance household budgets. This is a shame because the sooner an investor can get started the better their chances are of building a decent nest egg. In this...

Why now could be the time to switch to an equal-weight S&P 500 ETF

Thursday 30 Nov 2023

We have covered the issue of diversification many times this year in light of the extreme levels of concentration in US equities, where the top 10 stocks by market weight now account for a record 31% of the S&P 500 index. This in turn means the US now makes up 63% of the MSCI All-Country World...

Where Templeton Emerging Markets Investment Trust is seeing the very best opportunities

Thursday 30 Nov 2023

‘Emerging markets have been quite choppy in recent years, but we haven’t had a banking crisis [equivalent to Europe] and we have emerged relatively unscathed,’ says Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment Trust (TEM) one of the oldest emerging markets focused...

Don't give up on growth: Why the investment style can still be a big winner for investors

Thursday 23 Nov 2023

A big question facing growth-oriented investors is whether the popular investment style can regain its mojo and get back to winning ways in a world of high interest rates. Despite a strong recent rally which has seen the technology heavy Nasdaq Composite rise 14% over the last six months, growth...

How to find high growth stocks

Thursday 23 Nov 2023

Growth stocks are having a good year. While the UK stock market has bobbed along sideways in 2023, the Nasdaq Composite has rallied 36%. By Shares’ calculations, about 70% of the top 50 performers on the S&P 500 can be comfortably called growth companies, led by Nvidia’s (NVDA:NASDAQ) near-240...

Lack of love for miners could be an obstacle to energy transition

Thursday 23 Nov 2023

Are miners not getting enough love from the market? That was the (rather self-serving) argument put forward by asset manager BlackRock recently. Global head of thematic and sector-based investing Evy Hambro cautions a lack of investor interest in the sector could starve it of the capital required...

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