magazine archive
magazine archive
Feature
The big China debate: Can the world’s second largest economy recover its roar in the Year of the Dragon?
Thursday 15 Feb 2024Back in the summer of 2021, we suggested the Chinese government’s clampdown on technology companies and its deeper involvement in the private sector – which it accused of having been ‘hijacked by capital’ – risked causing an exodus of foreign investment. We also put forward a list of Asia-Pacific...
Do mergers and acquisitions actually add value for shareholders?
Thursday 08 Feb 2024In an environment marked by intense global competition and industry disruption, successful mergers and acquisitions (M&A) are increasingly important to the growth and profitability of many companies. Yet research shows most mergers disappoint. Over the decades, multiple studies have shown that...
Five small cap stars to buy today
Thursday 08 Feb 2024Even today’s market giants started out small. Microsoft (MSFT:NASDAQ) may now be the world’s largest company with a $3 trillion valuation which rivals the GDP of some major global economies but it began life as a start-up founded by Harvard College drop-out Bill Gates and his childhood friend Paul...
How the global cosmetics sector can provide a foundation for portfolio growth
Thursday 01 Feb 2024Despite well-documented cost-of-living pressures, consumers continue to set aside cash for affordable luxuries such as cosmetics which make them feel good about their appearance and add a little glamour to their lives. In contrast to the slowing growth being reported by the large luxury goods...
FIRE: financial independence, retire early. Is the movement a plan worth pursing or a pipe dream?
Thursday 01 Feb 2024Many people dream of retiring early to pursue their real passions before they get too old to enjoy them. Is it just a pipedream or could it be a reality for some people? This feature explores the pros, pitfalls and practicalities of the so-called FIRE movement which is gaining increasing traction...
Are pension funds about to swamp the market with unwanted private assets?
Thursday 01 Feb 2024The knock-on effects of the Truss government’s disastrous ‘mini-Budget’ in late 2022, which caused panic-selling of bonds by pension funds and forced the Bank of England to provide tens of billions of pounds to stabilise markets, continue to work their way slowly through the financial system...
Emerging markets: positive 2024 outlook for stocks and earnings as voters go to the polls
Thursday 25 Jan 20241. We are constructive on equity markets in 2024. Drivers include consensus expectations for a recovery in earnings growth, the likelihood of a soft economic landing in the United States, and evidence that interest rates have peaked. Over the past 30 years, emerging market equities have on average...
Why falling interest rates could be a ‘harbinger of boom’ for commercial property
Thursday 25 Jan 2024While it was founded over a century ago as a general investment trust, since 1984 TR Property (TRY) has focused exclusively on analysing the UK and European property sectors looking for the most profitable and attractive companies. The FTSE 250 company currently has exposure to 12 European...
Enjoy the retirement you want: How to build a SIPP portfolio
Thursday 25 Jan 2024Most of us will be aware of the need to plan for our retirement, however far or otherwise we might have got with doing so. After all, when we stop working we all still want to enjoy a decent quality of life. In this article we will explore how much money you will need and the level of pension pot...
As BRICS grouping grows find out which of the original members has done best
Thursday 25 Jan 2024It may have started off as an acronym to describe the main emerging markets in the early noughties but Brazil, Russia, India and China have co-opted the term to create an alliance over the last decade or so bringing South Africa into the fold. This BRICS alliance just added new members to the fold...