magazine archive


magazine archive

Feature

The big five: Why Alphabet, Amazon, Apple, Facebook and Microsoft are superb stocks to own

Thursday 12 Aug 2021

It’s almost impossible to talk about the general stock market without including the big five tech titans in the conversation. Google-owner Alphabet, Amazon, Apple, Facebook and Microsoft are as well-known to UK investors today as Lloyds ( LLOY ) or Sainsbury’s ( SBRY ) , the ubiquity of their...

Play the Asia Pacific opportunity with less China risk

Thursday 12 Aug 2021

Investors have long been lured to China for its burgeoning band of rapidly growing companies including national technology champions. However, a widening regulatory crackdown by the authorities is having a big negative impact on sentiment. This crackdown has caused significant losses for investors...

The advertising and data strategy behind Reach’s stellar share price gains

Thursday 12 Aug 2021

For a business involved in the tricky task of selling newspapers in what is certainly a dwindling market, readers may be surprised to know that media group Reach ( RCH ) has seen its share price rise eightfold in the past 12 months. Key to its success has been strong growth in its digital interests...

Winners and losers in the $1 trillion ‘American Jobs’ infrastructure bill

Thursday 12 Aug 2021

Coming in at more than 2,000 pages, the bipartisan bill to revamp the US’s ageing – and in some cases crumbling – infrastructure has taken months to put together and has inevitably resulted in a compromise. While president Joe Biden can take many positives from the deal, which forms a crucial part...

The big winners from the AI revolution

Thursday 05 Aug 2021

Artificial intelligence or AI has both the ability to revolutionise business models and to create significant returns for shareholders who invest in the right AI plays. The increasing availability of data sets coupled with the collapse in computing costs means that AI is now coming of age. The...

Will a lack of skilled and willing workers derail the UK economic recovery?

Thursday 05 Aug 2021

Sunday 1 August saw the last taper of the Government’s job retention scheme. For the final two months of furlough employers will have to stump up 20% of a worker’s salary as well as paying pension and national insurance contributions. We’ve been here before and the last go-around forced the hand of...

Nervous about the markets? Buy these stocks and funds to protect your wealth

Thursday 05 Aug 2021

There are plenty of reasons to be more cautious about the markets despite the flagship US stock indices, the S&P 500, continuing to hit new highs. Investor nervousness is increasing. Just look at how many companies have recently beaten earnings forecasts, but their share prices have fallen as...

Same-day delivery: the next battleground in the grocery war

Thursday 29 Jul 2021

As Winston Churchill famously observed while he was working to form the United Nations after the Second World War, ‘Never let a good crisis go to waste’. In a similar vein, UK tech entrepreneurs have made full use of the Covid pandemic and the radical shift in peoples’ shopping habits to launch a...

Discover how Xaar is overcoming its troubled past

Thursday 29 Jul 2021

Get ready for inkjet print head designer Xaar ( XAR ) to deliver a sharp recovery in earnings. The appointment of a new management team with deep industry experience is successfully reinvigorating the group’s business model. The group is benefiting from a strong product pipeline, coupled with a...

Emerging markets: Views from the experts

Thursday 29 Jul 2021

1. Inflation concerns in the United States have reemerged as a stimulus-fueled global economy springs back from the depths of the pandemic. The recent shift in the US Federal Reserve’s (Fed’s) tone on inflation reflects the solid demand backdrop that we have observed. Our view is that inflationary...

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