magazine archive


magazine archive

Feature

The best and worst first quarter performers in emerging markets

Thursday 28 Apr 2022

It has been a tough start to 2022 for emerging markets. The MSCI Emerging Markets index was down sharply in the first quarter, with Russia’s invasion of Ukraine resulting in large falls for one of the bigger constituents of the index. However, that doesn’t tell the whole story and some emerging...

Why Unilever has a 10.5% stake in this small cap drug developer

Thursday 28 Apr 2022

Just why does consumer goods giant Unilever ( ULVR ) have a 10.5% stake in small cap clinical stage drug developer Arecor Therapeutics ( AREC:AIM ) ? The company listed on AIM in June 2021 at 226p per share after raising £20 million of new capital. The shares have since gained 73% driven by...

Great buying opportunities from the big tech rout

Thursday 28 Apr 2022

The bad news for growth investors this year? US tech stocks have been routed in 2022. The good news for growth investors? US tech stocks have been routed in 2022, presenting buyers with potentially unique opportunities to invest in many high-quality tech businesses at prices they may not see again...

The companies able to charge more without hurting demand

Thursday 28 Apr 2022

Businesses and investors find themselves in a new and alien economic environment. For decades inflation has been benign. However the so-called ‘reshoring’ of global supply chains, Covid and more recently the conflict in Ukraine have caused supply side shocks for fuel and food. This has resulted in...

Enough is enough: The FTSE 100 companies which face a grilling from investors

Thursday 21 Apr 2022

A significant number of FTSE 100 companies could face shareholder rebellion over the coming weeks as investors increasingly put pressure on boards over key issues. There is a long list of topics which could dominate this year’s annual shareholder meeting season, which gets into full swing at the...

Specialist distributor Diploma is a rare winner from global supply chain constraints

Thursday 21 Apr 2022

Ever since the world economy regained its footing after the first round of the pandemic, supply chains have been struggling to keep pace first with consumer demand then with industrial demand. Some UK companies have opted to stockpile components to meet future sales while others have taken the...

How investors including people in retirement should deal with 7% inflation

Thursday 21 Apr 2022

Inflation hit a 30-year high of 7% in March and there are expectations the cost of living will surge even higher in April. The extent of the impact of rising prices on savers and retirees will depend on a range of factors including income, spending patterns and how long spiralling prices persist...

A complete exit from Russia is likely to cost companies dearly

Thursday 21 Apr 2022

Just when it seemed as if Russia’s standing in the international community couldn’t sink any lower, evidence of war crimes in Ukraine has seen the US and its allies take an even tougher line. As well as imposing harsher sanctions on Russian banks and state-owned enterprises, the US has proposed a...

Looking for an ESG investment? They tend to fall into six different baskets

Thursday 14 Apr 2022

The performance of funds with an ESG (environmental, social and governance) focus has taken a bit of a turn for the worse of late. The average global ESG fund has returned 6.6% over the last 12 months to 5 April, compared to 8.7% from the typical non-ESG fund, according to data from Morningstar...

Is your favourite investment trust in safe hands?

Thursday 14 Apr 2022

Experience counts in the asset management industry and in a phenomenal achievement, Peter Spiller ( pictured ) recently celebrated his 40th anniversary at the helm of wealth preservation specialist Capital Gearing Trust ( CGT ) . The mind boggles when you consider that during his four decades as...

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