magazine archive

magazine archive


Shares’ top picks for 2021: still outperforming after 6 months

Thursday 01 Jul 2021

Every December Shares selects a group of stocks to own for the year ahead. The selection for 2021 have performed well with an average share price gain of 15.2% over the past six months compared with a return of 11.9% for the FTSE-All Share index. Although the list isn’t intended to be a portfolio,...

Andy Bell: my role in shaping the pension rules

Thursday 01 Jul 2021

Self-invested personal pensions or SIPPs have become the retirement savings product of choice for investors wanting pensions that offer transparency, control, choice and competitive pricing. key reasons to have a sipp – Tax relief on contributions at your marginal rate of tax – Investments grow...

Harder times for miners? Why you need to get smart with commodity exposure

Thursday 24 Jun 2021

Commodities have enjoyed a surge in the first half of 2021 as the global economic recovery gathers pace and the outlook for demand gets stronger and stronger. Copper and iron ore have been two of the standout stars, their prices rising sharply over the past year as the rollout of coronavirus...

How earnings upgrades can boost stock returns

Thursday 24 Jun 2021

In this article we are going to look at bold earnings revisions and explore if they help identify winning stocks. In this context ‘bold’ refers to a large percentage change in a consensus earnings forecast, as well as the rarer, but possibly more important case where a top-rated analyst moves...

Emerging markets: Views from the experts

Thursday 24 Jun 2021

1. US president Joe Biden’s stimulus plans have reached $6 trillion, paired with continued vast quantitative easing. The expected resurgence in US growth boosted equity markets and led to a bounce in the US dollar earlier in the year. However, the US dollar has resumed its decline, with EMs also...

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...