magazine archive
magazine archive
Sector Reports
How to invest in mini marvel microchips
Thursday 14 Mar 2024Semiconductors are the bedrock of the digital economy, core enablers of the data revolution and at the forefront of technological innovation. The semiconductor industry could be set for exponential growth driven by the mega forces of AI (artificial intelligence) and digitalisation, as well as those...
Understand the gaming sector and how Microsoft’s purchase of Activision Blizzard will change industry dynamics
Thursday 11 Jan 2024There are lots of individual share options for investors interested in gaining exposure to the video gaming sector, from the game developers and publishers to the game console makers like Sony (SONY:NYSE) and the chip makers supplying components such as Nvidia (NVDA:NASDAQ). In this article we will...
Can the hospitality sector continue its post-Covid recovery?
Thursday 14 Dec 2023The UK hospitality sector has been one of the biggest casualties of the pandemic and the slowest to rebound. Enforced closures during lockdowns, surging energy, labour and commodity prices post pandemic and ongoing train strikes mean hospitality has faced more than its fair share of obstacles over...
Everything you need to know about investing in the advertising sector
Thursday 21 Sep 2023The recent share price performance of certain advertising companies has not impressed investors. WPP ( WPP ) has seen its share price fall by 8% year-to-date and S4 Capital ( SFOR ) has seen its shares dramatically fall 62% in the same period. Both companies have cited tech clients in the US...
Discover the best stocks for exposure to the beer, wine and spirits business
Thursday 07 Sep 2023Persistent inflation and higher interest rates are squeezing disposable incomes. In this scenario there is logic in investors putting their cash behind companies which make premium products which confer pricing power or sell affordable luxuries which help consumers to socialise or unwind at the end...
How the tobacco sector presents investors with a moral dilemma
Thursday 31 Aug 2023Investing in tobacco stocks can be an ethical minefield for investors due to the ongoing health risks associated with smoking and vaping. In the UK, 76,000 people a year die from smoking according to the NHS, and 480,000 people in the US according to the Centers for Disease Control and Prevention...
How UK engineers have transformed to top the charts on the UK market
Thursday 03 Aug 2023Over the last 15 years the electronics and electronic equipment space, home to some of the UK market’s highest-quality engineering and capital goods firms, is the best performing sector in the FTSE 350 with an 11.7% compound annual return. The industrial engineering sector is not too far behind...
All aboard! How to invest in the rail sector and the stocks to watch
Thursday 22 Jun 2023There are several reasons to invest in the rail sector. For one, there is continued investment by governments from the UK, US and Europe in rail infrastructure and technology. The railway industry is starting to take notice of its own carbon emissions and is taking steps to cut its carbon footprint...
Is the post-Covid luxury goods boom coming to an end?
Thursday 15 Jun 2023Alongside the rally in mega cap tech names since January, one of 2023’s big themes is the popularity of global luxury goods stocks, with LVMH (MC:EPA) , Richemont (CFR:SWX) and Hermès (RMS:EPA) hitting new share price highs amid an extraordinary boom in sales, supported by a demand rebound from...
Investing in gold miners: the stocks and funds that matter
Thursday 25 May 2023In an environment of political, economic and market turmoil, the gold price is within touching distance of record highs and US precious metals miner Newmont (NEM:NYSE) recently sealed a blockbuster $19 billion takeover of Australian rival Newcrest Mining (NCM:ASX) , bringing extra pizzazz to the...