magazine archive
magazine archive
Feature
Value investing is back: Why the style is working and how to get involved
Thursday 26 Oct 2023Value stocks have outperformed growth stocks by 12% since Pfizer (PFE:NYSE) announced the first effective Covid-19 vaccine on 9 November 2020. That’s comparing the MSCI World Value index against the MSCI World Growth index. We have reason to believe the value investing style could soon deliver even...
The big South Korea emerging markets debate goes on
Thursday 26 Oct 2023It is the 12th largest economy in the world with a higher GDP per capita than countries like New Zealand, Italy and Japan and yet South Korea remains in index provider MSCI’s emerging market basket. This means the MSCI Emerging Markets index enjoys exposure to a market with many characteristics of...
Emerging markets: Golden Week for China as developing world beats the dollar blues
Thursday 26 Oct 20231. Golden Week: The first week of October in China is known as national Golden Week. It is a period when workers take time off for travel and entertainment. Investors monitor the holiday to assess household spending trends, as well as sector beneficiaries. Daily trips on China’s railways set a new...
Uranium prices have surged – this stock offers pure exposure to the market
Thursday 19 Oct 2023Prices of uranium have spiked this year to 12-year highs amid the rehabilitation of nuclear power. The Russian invasion of Ukraine and the actions of oil producers in limiting production to support crude prices have increased the pressure on global governments to prioritise energy security. Nuclear...
I’ve opened an ISA: now what do I do?
Thursday 19 Oct 2023You have opened an ISA – congratulations, you have already taken one of the most important steps with investing, namely getting over the first hurdle. This article will talk you through the next steps so you can start putting your money to work in the markets and hopefully grow your wealth. STEP...
What is the actual state of play in the UK commercial property market?
Thursday 19 Oct 2023September was a bad month for stocks in general, but it was especially poor for UK REITs (real estate investment trusts), with 77% of the sector by market cap being derated according to analysts at Winterflood, leaving 24 out of 32 trusts down over nine months. With worries over the economy,...
Indian stocks are expensive for a reason and have been superb performers
Thursday 19 Oct 2023Over the past year India has been stealing investors’ attention away from the US, China, Europe, as a popular country to invest due to the strong performance of Indian equities, the impact of historic economic reforms and favourable demographics. With a general election looming in 2024, how long...
Big dividends: the high yields you can trust
Thursday 12 Oct 2023Sky-high interest rates and unruly inflation make the future direction of the economy more uncertain than usual. It is certainly no time to be complacent. Against such a tough backdrop now is a good time for investors to take stock and consider if the income they expect from dividends in their...
Why have bond yields suddenly soared and what does it mean for investors?
Thursday 12 Oct 2023If anyone thought financial markets were efficient at pricing in all available news and views, the experience of the last few weeks should have shown them they are anything but. For months the US Federal Reserve has been repeating the mantra that interest rates would need to stay ‘higher for longer...
Why some sectors have been too harshly punished over AI concerns
Thursday 12 Oct 2023Arguably the world changed forever in November 2022 after OpenAI said it had created an interactive, conversational AI (artificial intelligence) which drives its ChatGPT app. According to a Bloomberg report the US first quarter earnings season witnessed a 77% increase in company references to AI...