magazine archive
magazine archive
Feature
Sell-off victims: big earners with the largest drops in valuation over five years
Thursday 03 Nov 2022Higher interest rates have have reduced PE (price to earnings) ratios across the market with the brunt of the damage suffered by highly-rated growth shares. With only one in six stocks in the FTSE-All Share trading above their 200-day moving average, Shares investigates whether some names may...
Discover the UK stocks which are benefiting from the strong dollar
Thursday 03 Nov 2022While US companies struggle with the impact of the strong dollar on their international revenues, FTSE 100 companies which have costs in sterling but record their sales in dollars should be quids in. The dollar may have come back a bit recently but taken on a medium-term view its performance...
What earnings from big US companies are saying about markets and the economy
Thursday 27 Oct 2022As the US reporting season rolls on, what have we learnt so far about the domestic economy and the global outlook and what challenges are firms facing? We have already heard from the US banks that domestic consumers are bearing up despite higher food, energy and housing costs, and the economy is ‘...
More choices for income: Why dividend-paying funds still appeal despite better cash rates
Thursday 27 Oct 2022With cash savings rates approaching 5% if you’re prepared to lock your money away for a few years, investors are starting to ask if this is a better place for their savings than taking the risk of investing in the stock market. Over the past decade or so, income funds have been popular investments...
How Saudi Arabia is making a strong start to life as an emerging market
Thursday 27 Oct 2022Since its full inclusion in the MSCI Emerging Markets index in 2019 (and the emerging markets cohort of other index providers) Saudi Arabia has outperformed to an impressive degree. After a difficult start in the early stages of the pandemic, a subsequent recovery in oil prices has driven Saudi...
Emerging markets: Views from the experts
Thursday 27 Oct 20221. China National Congress. The week-long National Congress of the Chinese Communist Party (Congress) began on 16 October. This gathering takes place every five years and is expected to re-appoint Xi Jinping as the president for a new term of five years. The Congress will also appoint a new premier...
Boom and bust, where do investors now stand with semiconductor stocks?
Thursday 27 Oct 2022In 2021, global semiconductor revenues hit a record 527.9 billion, yet so far, 2022 has been horrible for microchip stocks. Since the end of December 2021, the 30-stock Philadelphia Semiconductor benchmark, or SOX for short, has fallen 43%. For comparison, the S&P 500 has lost about 23%, the...
How the mini-Budget crisis highlighted a big fund redemption problem
Thursday 20 Oct 2022The crisis sparked by the mini-Budget (23 September) may have calmed for now thanks to the intervention of new chancellor Jeremy Hunt but the issues raised by this episode have not gone away. As is often the case during periods of market stress previously obscure areas come into focus and that’s...
Can Lloyds ride out the storm? More than two million shareholders hope it can
Thursday 20 Oct 2022When Lloyds Banking ( LLOY ) announced three years ago it would start paying quarterly dividends, its reasoning was it wanted to provide ‘a more regular flow of income’ to its army of retail shareholders. By the bank’s estimate it had around 2.4 million shareholders at the time, of which ‘the vast...
PepsiCo offers everything investors want: pricing power, earnings upgrades and confidence
Thursday 20 Oct 2022It’s the little luxuries in life that keep us going – a fizzy drink or packet of crisps is the comfort blanket which can get us through the stresses and strains of everyday life. Little wonder then that PepsiCo (PEP:NYSE) continues to thrive despite the tricky consumer backdrop. PepsiCo doesn’t...