magazine archive


magazine archive

Feature

Where next for Johnson Matthey after battery failure?

Thursday 02 Dec 2021

Shares in chemicals company Johnson Matthey ( JMAT ) , have fallen by 24% over the last month. The company pre-empted its first half results announcement indicating that that full year earnings would be towards the lower end of expectations, and that it intended to dispose of its battery materials...

Cannabis investing: Why CBD products could hit the big time

Thursday 02 Dec 2021

Like all new investment themes, medicinal cannabis – which uses cannabidiol or CBD rather than the psychoactive THC component of the cannabis sativa plant – has had its highs and lows in the early stages of its development. Over the past five years, shares in CBD companies have been through two...

All change: what to look for when a company recruits a new CEO

Thursday 02 Dec 2021

One of the key ingredients in the success or failure of a company is the quality of its management. When change at the top of a struggling company occurs, it can act as a catalyst for an underperforming business and trigger a share price boost, while the wrong CEO appointment has the potential to...

US retail titans smash forecasts as Christmas comes early

Thursday 25 Nov 2021

Investors in US retail names have grounds for optimism given the latest retail sales figures from the across the pond and positive earnings updates from dominant players including Walmart. US retail sales rose by 1.7% in October, according to the Commerce Department, beating forecasts of 1.4%, as...

Inflation-busting dividends: six stocks and funds providing a decent, growing income

Thursday 25 Nov 2021

UK inflation is at a 10-year high. Rising prices have been on the agenda for months but in October the impact of the energy crisis really bit as the CPI measure of inflation hit 4.2%. This higher cost of living matters to all of us, not least because we now need a return of at least this level to...

Why emerging market debt to GDP ratios are lower

Thursday 25 Nov 2021

There is a big difference in the public finances of emerging market countries and those in the developed world. For the most part emerging market countries have much lower levels of government debt to GDP (gross domestic product). According to the IMF (International Monetary Fund) the average debt...

Emerging markets: Views from the experts

Thursday 25 Nov 2021

1. As we examine the emerging market (EM) landscape today, the rise of leverage within economies is a key trend. Leverage can be a double-edged sword, as it can be positive, but also represents a source of risk. Over the past decade, the level of debt has gone up not just in EMs, but across the...

Why PayPal’s stock market kicking leaves a recovery opportunity

Thursday 18 Nov 2021

Growth worries have put the brakes on PayPal’s exceptional share price progress since the summer, but we believe that a major cloud has been lifted recently that could spark a recovery. San Jose-based PayPal is probably the most familiar online payments platform to readers. It was the first digital...

ITV benefits from TV advertising revival

Thursday 18 Nov 2021

The latest figures from free-to-air broadcaster ITV ( ITV ) have challenged the accepted view that linear television (where the viewer can only watch the programme scheduled by the broadcaster), is undergoing a period of rapid structural decline. It has been suggested that the trend for a younger...

Green machines: The ESG funds and trusts best placed to thrive

Thursday 18 Nov 2021

In late September 2021, when the UK market had its most recent wobble, many ESG or ‘sustainable’ stocks and funds experienced a sharper sell-off than the FTSE All-Share index, prompting some to wonder if the boom in ethical investing had run its course. Fast forward to today and the best of those...

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