magazine archive

magazine archive


Pod Point and Rivian: the investment case behind two new electric vehicle plays

Thursday 18 Nov 2021

As the COP26 climate summit fades into the middle distance it is clear that a key component of global leaders’ plans for reducing emissions is encouraging a big switch among businesses and individuals to EVs (electric vehicles). In the UK, sales of new diesel and petrol cars are already set to be...

Rising interest rates: what they mean for investments

Thursday 11 Nov 2021

Bank of England governor Andrew Bailey may have earned the tag of an ‘unreliable boyfriend’ after the Bank’s Monetary Policy Committee confounded market expectations and kept interest rates at record lows at its latest meeting (4 Nov), but the message was clear: rate rises are coming. Mounting...

Bill Ackman on the market outlook and his big bet on music

Thursday 04 Nov 2021

Bill Ackman is one of the most famous investors active in the market today and his London-listed investment company Pershing Square Holdings ( PSH ) has enjoyed considerable success in recent years, generating a 58% return in 2019 and a 70% return in 2020, the latter helping it to gain a place in...

Games Workshop feels the wrath of its fan base

Thursday 04 Nov 2021

Could the imaginary battlefields created by fantasy games and miniatures maker Games Workshop ( GAW ) become real life battlefields between the gaming community and management? The shares have dropped 20% in the last six weeks on no news apart from a trading update where management said trading was...

Water: the investment theme which is bubbling up nicely

Thursday 04 Nov 2021

The argument for investing in the water sector is simple. Water is critical for both human life and commercial activity. Economic and business growth is contingent upon a steady stream of clean water. For these reasons water has been talked about as potentially the next big thing in terms of global...

The case for a rebound at unloved British American Tobacco

Thursday 28 Oct 2021

The fund manager of the City of London Investment Trust ( CTY ) , Job Curtis, recently said that ‘tobacco stocks have gone back to having the pariah status that I witnessed at the beginning of my career’. This untouchable status is reflected in British American Tobacco’s ( BATS ) recent share price...

Household names going cheap: where to find quality stocks on sale

Thursday 28 Oct 2021

With the FTSE touching post-pandemic highs and US markets pushing towards record levels, it’s reasonable to ask if there is any value left in stocks. The problem for investors looking for income and capital gains is, with rock-bottom returns on bonds and constant central bank support, there are few...

How to avoid falling foul of the lifetime allowance

Thursday 28 Oct 2021

The limit on how much you can put into a pension and benefit from tax relief is very much worth keeping in mind HOW TO AVOID FALLING FOUL OF THE LIFETIME ALLOWANCE Squirreling away over £1 million might feel like a far-flung dream for many retirement savers. However, recently published HMRC figures...

Emerging markets: Views from the experts

Thursday 28 Oct 2021

1. The Indian market was a notable outperformer over the quarter, supported by a favorable earnings outlook relative to other parts of Asia, due to a strong domestic rebound post the second wave of Covid-19. Over the longer-term, we have increased confidence in Indian earnings growth due to...

The DNA of the Indian market

Thursday 28 Oct 2021

The Indian economy is one of the economic success stories of the last 50 years with its economy, despite a pandemic-led wobble, increasing in size 12-fold over the last five decades. This is underpinned by favourable demographics with a study recently published in Lancet suggesting the country will...