magazine archive
magazine archive
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Why do companies buy their own shares and does it add value?
Thursday 13 Oct 2022Share buybacks have increased greatly in popularity in the last 20 years as companies look for ways to boost their earnings per share other than through their operating performance. However, do buybacks actually add any value for shareholders or are they a gimmick? HOW AND WHY TO COMPANIES BUY...
Reasons why it pays to invest in small caps despite recent sell-off
Thursday 06 Oct 2022Following on from the pandemic and war in Ukraine, UK stocks are being buffeted by headwinds from hot inflation, rising rates and the cost-of-living crisis. But it is UK small and mid-cap investors that have endured the toughest period over the past year, with the small cap, mid cap and AIM indices...
Aftershock: what could happen next after the mini-Budget earthquake
Thursday 06 Oct 2022The UK market remains in turmoil as the aftershocks unleashed by the mini-Budget earthquake on 23 September continue to rumble. Despite the Government’s U-turn on the 45% tax cut, investors are still wondering what will happen next with gilts, the pound and companies in their portfolio. In this...
Weak pound raises the prospect of more UK takeovers
Thursday 06 Oct 2022Weakness in the pound will only serve to heighten the likelihood of foreign companies buying UK businesses. We saw this happen when the pound slumped after the EU referendum on Brexit in 2016, including takeovers for chip giant Arm and broadcasting group Sky. UK stocks have been cheap on a relative...
Pod Point has lots of cash but it’s hit a speed bump with growth
Thursday 06 Oct 2022Electric vehicle charging infrastructure play Pod Point ( PODP ) arrived on the stock market just under a year ago to some fanfare but its subsequent performance has been distinctly underpowered. We viewed the story as interesting back in November 2021 but felt the valuation was too demanding at...
Discover which shares Warren Buffett has been buying in 2022
Thursday 29 Sep 2022Investors have endured a tortuous nine months characterised by volatility and uncertainty with stock markets plunging on a combination of surging inflation and rising interest rates, fears over the outlook for supply chains and global growth, lockdowns in China and conflict in Ukraine. Year-to-date...
The boss is off: why are so many FTSE 100 CEOs leaving?
Thursday 29 Sep 2022There is no question this year has been an extraordinarily difficult one for many companies, who have had to cope with a sharp rise in both operating and financial costs as energy and labour prices have jumped and interest rates have gone up. It is therefore not such a surprise that FTSE 100 chief...
Why the Turkish market takes the prize for the best performer in 2022
Thursday 29 Sep 2022The Turkish stock market has performed better than any other global counterpart in 2022 to date, leaving its wider emerging markets benchmark for dust. The ISE National 100 index in Istanbul is up 72.2% as of 21 September 2022. These gains have been eked out despite sky-high inflation. This perhaps...
Emerging markets: Views from the experts
Thursday 29 Sep 20221. There are several positive catalysts that could help China’s market recover. These include an easing of zero-Covid restrictions, a reduction in geopolitical tensions and clear evidence of no further tightening in the regulatory environment. We see reasons for optimism in each area. The...
What will be left of UK tech stocks after swathe of takeovers?
Thursday 22 Sep 2022With engineering software company Aveva ( AVV ) poised to exit the stock market thanks to a takeover, it will mean losing the UK’s largest ‘tech’ firm by market value, at £9.15 billion. Aveva has been majority owned by French industrial group Schneider Electric (SU:EPA) since 2017 and this...