magazine archive


magazine archive

Feature

The story behind the month’s big earnings upgrades

Thursday 22 Dec 2022

Using data from Stockopedia, Shares has searched for the companies with the best earnings upgrades for this year and next over the last month. We also noted their performance over the same period to see how much the upgrades had lifted the share prices, and the evidence is clear: all else being...

The reasons why fund managers changed their mind on certain stocks in 2022

Thursday 22 Dec 2022

While many investors will talk about wanting to hold shares for the long term, it is interesting to learn why fund managers decide to make changes to their portfolio. This active management is often spurred by changes to the investment case or valuation. For example, Pershing Square Holdings’ (PSH...

Emerging markets: Views from the experts

Thursday 22 Dec 2022

1. China reaches an inflection point: China’s inflection point began with the easing of access to credit in the property sector in October 2022. The reset in US China relations at the G20 meeting in Bali between China’s president Xi Jinping and US president Joe Biden in November followed. The final...

We reveal the best performing UK stocks in 2022: large and small

Thursday 15 Dec 2022

Most investors will remember 2022 as being one of the toughest years for stock markets around the world in a long time. However, plenty of stocks have delivered positive returns. In this feature we look at the best performing London-listed stocks spread across four different parts of the market,...

The outlook for stocks, bonds, gold and more: what to expect in 2023

Thursday 15 Dec 2022

After a tough year for markets, is all the potential bad news priced? Investors are certainly hopeful that 2023 will be more prosperous but in typical fashion it won’t be a smooth ride to making money. In this article we debate some of the issues and how you might want to position your portfolio...

Why investors can’t afford to overlook Europe’s growth and income champions

Thursday 15 Dec 2022

Europe has world leading companies spanning most sectors of the market. Many of these businesses consistently generate high returns and have demonstrated an ability to weather economic storms. The good news is many are currently ‘on sale’ after the turbulence European markets have experienced year-...

Discover what fund managers got right and wrong in 2022

Thursday 15 Dec 2022

It’s been a tricky 2022 for global stock markets and that’s made life hard for ordinary and professional investors alike. In this feature several leading fund managers explain what worked out for them over the course of the year and what went wrong. James Harries – Securities Trust of Scotland (STS...

Bad year for investors Terry Smith and Nick Train but Warren Buffett is a winner

Thursday 15 Dec 2022

Fundsmith Equity (B4Q5X52) , Terry Smith’s flagship fund with over £22 billion of assets, is looking at its first annual loss since it was launched in November 2010. For the 11 months to the end of November 2022, the total return for the T Class Accumulation shares was -15.1% compared with a 2.8%...

India, Brazil and the UK revealed as the top stock markets in 2022

Thursday 08 Dec 2022

A bit like Spotify Wrapped, where the streaming platform’s final list of your most-heard songs in a year never matches your expectations, the end-of-year performance ranking of major stock indices around the world also contains a few surprises. Brazil’s Bovespa index is not the outright winner for...

10 fund managers: Where we’re finding the best stock opportunities

Thursday 08 Dec 2022

As 2022 draws to a close amid continuing market volatility Shares has canvassed leading fund managers to find out where they have been finding the best opportunities. Jamie Ross – Henderson Eurotrust (Hne) LOOKING OUT FOR BOMBED-OUT GROWTH STOCKS We have spent the last 12 months trying to find...

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