magazine archive


magazine archive

Feature

The demographics driving India

Thursday 31 Oct 2019

The introduction of new more generous tax laws has helped to revive interest in the Indian investment story. Although growth expectations have taken something of a knock in recent months the long-term picture in the country is underpinned by several drivers not least the country’s favourable...

Which assets perform the best in bear markets

Thursday 24 Oct 2019

Worries about the possibility of a global economic slowdown appeared to gather pace last week when China posted its slowest growth since 1992. This adds to existing concerns about a brewing trade war between the US and China, a US stock market seemingly running out of steam, yield curve reversion,...

Why US earnings fears look overdone

Thursday 24 Oct 2019

US stocks have been stuck in a rut for the last few months, unable to break out of their narrow trading range as investors weigh the potential damage to corporate earnings from tit-for-tat tariffs with China and a sharp fall in confidence among domestic manufacturers. Thanks to the trade war, a...

Six fascinating things you didn’t know about Morrisons, AO, Laura Ashley and more

Thursday 26 Sep 2019

Investors typically get to know companies well if they follow their story through trading updates and financial results. That doesn’t always give you the full picture. Several quoted businesses have unusual assets which aren’t front and centre of the investment case. There is often logic behind...

Emerging markets: Views from the experts

Thursday 26 Sep 2019

1. August saw US-China trade tensions escalate with several rounds of retaliatory actions following US President Donald Trump’s announcement early in the month of new tariffs on Chinese goods. The United States also formally labeled China as a currency manipulator after the Chinese renminbi...

Understanding how the Hong Kong stock market relates to China

Thursday 26 Sep 2019

China is one of the world’s largest economies yet its stock market can be difficult for private investors, and even some professionals, to follow. There are three main types of Chinese share. A-shares: renminbi-denominated shares in mainland China-based companies whose ownership is restricted to...

Why Brazil’s Bovespa index is buoyant

Thursday 29 Aug 2019

The election of the perceived market-friendly Jair Bolsonaro as president in October 2018 has proved a strong catalyst for Brazilian equities in 2019. The flagship Bovespa index is up a healthy 13.2% so far this year, compared with an 11.1% advance for the FTSE All-World, according to data from...

The FTSE 350 stocks making our lives better

Thursday 29 Aug 2019

Invest in what you know is the golden rule for first time investors. This advice has stood the test of time and is a great way for people to get to know what investing is all about. Fortunately, there are many companies on the FTSE 350 which are household names. But when you get more comfortable...

Emerging markets: Views from the experts

Thursday 29 Aug 2019

1. For the first time in more than a decade, the US Federal Reserve (Fed) cut the policy interest rate by 25 basis points. While the cut was widely expected, the market was disappointed by the reference to the rate as a ‘mid-cycle adjustment’ and not likely the beginning of a prolonged easing cycle...

Should you snap up the income on offer from retail bonds?

Thursday 01 Aug 2019

Income-seeking investors have had a notoriously difficult time in recent years. As interest rates have remained at rock-bottom and quantitative easing sparked a flood of money into fixed income assets, the yields paid by bonds collapsed. As a result, investors have been forced to move up the risk...

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