magazine archive


magazine archive

Feature

Energy winners: the companies to back as oil and gas prices soar

Thursday 07 Oct 2021

Soaring energy prices and fuel shortages are leading to punch ups at the pumps and spiralling bills for consumers and businesses. However, the current turmoil is not bad news for everyone. The oil and gas sector, which has been a strong performer so far in 2021, is gathering even greater momentum...

Why are bond yields rising and what does it mean for stocks?

Thursday 07 Oct 2021

For global investors who want to spread their risk by allocating money across different asset classes, the US 10-year Treasury bond is pretty much the first thing they buy. To all intents and purposes, the yield on the 10-year T-bill, as it’s known, is the world’s risk-free rate, against which all...

Change is coming: The big stocks being targeted by activists

Thursday 30 Sep 2021

The old adage is that you should never let a good crisis go to waste and this mantra seems to be being taken seriously by activist investors as we emerge from the worst of the pandemic. Several big UK companies have activists either circling them or they are already on the shareholder register...

Retail hits top of earnings momentum rankings

Thursday 30 Sep 2021

In our latest screening of FTSE 350 stocks with the biggest one-month upgrades to earnings per share forecasts for this year and next year, the clear winners in terms of numbers are retailers. Heading the field, somewhat surprisingly, is clothing and sportwear group Frasers ( FRAS ) , best known...

Emerging markets: Views from the experts

Thursday 30 Sep 2021

1. Our view is that the increased r egulatory scrutiny in China’s internet sector is focused on creating conditions conducive to long-term sustainable growth for all stakeholders – rather than curbing the development of the technology sector. Chinese technology companies contribute to a significant...

The economic outlook for Mexico is improving

Thursday 30 Sep 2021

Mexico is the second largest economy in Latin America and its proximity to the economic juggernaut that is the US has helped support strong growth, with some intervening ups and downs, over the course of the last two decades. In its interim report on the economic outlook in September 2021 the OECD...

The new look FTSE 100: How the index might evolve in 2022 and beyond

Thursday 23 Sep 2021

The FTSE 100 is poised for some significant changes in the coming 12 months such as the removal of BHP ( BHP ) from the index and GlaxoSmithKline ( GSK ) splitting into two businesses. The importance of sectors like resources, pharmaceuticals and insurance is likely to be reduced with consumer...

Investing your pension: eight important points to think about

Thursday 23 Sep 2021

If you’ve decided to invest in a pension – either via your workplace or in a personal pension like a SIPP – you might need to think about how you’d like your money invested. In this article we run through some of the key points to consider. I HAVE A DEFINED BENEFIT PENSION. HOW DOES THAT WORK? If...

How high-quality retailer Dunelm is becoming a sector darling

Thursday 16 Sep 2021

Shares in homewares retailer Dunelm ( DNLM ) were marked down in July despite raised profit guidance, as plans to ramp up investment spend spurred some investors to take profit after a phenomenal run. Yet the pullback proved short-lived, as the cash-generative curtains, quilts and kitchenware...

Getting stronger: 6 stocks with good momentum

Thursday 16 Sep 2021

Investors would be wise to look at stocks that are going places, in more ways than one. Backing a business that is growing earnings and market position, as well as strengthening its finances, should in theory result in decent share price gains. It is this combination of factors which underpins our...

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