magazine archive

magazine archive


The potential for a green advancement in emerging markets

Thursday 24 Jun 2021

Investors often associate emerging markets with a reliance on fossil fuels like coal, which would suggest that tackling climate change is not going to be easy. As the middle class population in emerging markets grows and factors like car ownership and consumption of meat go up, so emissions are...

Five dividend growth stars to buy

Thursday 17 Jun 2021

Dividends are an important contributor to every sensible long-term investment plan and yet they are probably underappreciated by investors, because they are sometimes perceived as dull. They are often associated with ‘income seeking’ investors or companies which have low growth prospects. However,...

Change coming at Scottish Investment Trust after weak performance

Thursday 10 Jun 2021

Value-focused investment trust Scottish Investment Trust ( SCIN ) is looking at options to replace manager Alasdair McKinnon after its board of directors lost patience with poor returns. This comes as the trust has significantly lagged its peers over a five-year period and, more damagingly, in the...

The turning point stocks becoming takeover targets

Thursday 10 Jun 2021

There has been a wave of takeover approaches for listed companies, both from rivals and from private equity buy-out firms in 2021. Something we have noticed is that, where private equity is concerned, rather than looking for companies which are on their knees and in desperate need of turning round...

Why GlaxoSmithKline could bid for Astra's vaccine

Thursday 03 Jun 2021

With AstraZeneca ( AZN ) grabbing all the Covid-19 headlines, sometimes for the wrong reasons, it’s easy to forget that the UK’s largest vaccine maker, GlaxoSmithKline ( GSK ) is also in the Covid vaccine race and has been collaborating with several companies. And given AstraZeneca chief executive...

Emerging markets: Views from the experts

Thursday 27 May 2021

1. Although environmental, social and governance best practices in China have been improving, China generally lags developed markets in this area. Chinese companies operate according to local norms and requirements from local regulators, but we have found many are doing more than what is required...

Reddit’s WallStreetBets forum four months on: has anything changed?

Thursday 27 May 2021

The hype around the wild swings in the shares of US video game retailer GameStop earlier this year threw a spotlight on the world of investing and raised the profile of social media network Reddit as a community to talk stocks. It shone a spotlight on hedge funds and how they operate. It also led...

Reopening rally: is there more to go?

Thursday 27 May 2021

The opening of indoor hospitality on 17 May was the penultimate step on the Government’s roadmap towards the complete removal of restrictions on 21 June, notwithstanding the threat of new variants. The UK’s successful vaccination programme and falling hospitalisations over recent months has spurred...

Discover the largest emerging market companies

Thursday 27 May 2021

Emerging markets companies are no longer provincial, purely domestic-facing businesses. Increasingly they are global leaders with significant technological expertise. Comparing the MSCI Emerging Markets index with the developed markets equivalent, a respectable three of the top 10 would make the...

The case for and against share buybacks

Thursday 20 May 2021

UK companies are setting the scene to repurchase more than £8 billion of their own shares this year. Barely a year after the outbreak of Covid-19 led to a huge move by companies to protect their balance sheets and conserve cash, share buybacks are again all the rage. Since the start of May consumer...