magazine archive

magazine archive

Sector Reports

The best UK chemicals stocks to buy now

Thursday 02 Sep 2021

Constituents of the UK chemicals sector span both a wide range of market capitalisations and end markets. These include aerospace, automotive, coatings, semiconductors, sports and leisure and the global flavour and fragrance industries. The largest company in the UK chemicals sector, Croda ( CRDA...

The case for cannabis: how to access an emerging investment opportunity

Thursday 08 Apr 2021

There are good reasons to be excited by the prospects for the global cannabis industry as more countries legalise recreational usage and a plethora of new medical applications are developed. In addition, an increasing number of cannabis-based consumer products are slated to enter the market over...

High street retailers best placed to thrive post-lockdown

Thursday 25 Mar 2021

According to the Government’s latest ‘roadmap’, non-essential stores in England can reopen from 12 April. This includes clothes shops, book shops, department stores (remember those?), mobile phone shops, betting shops, car dealerships and shops such as florists and hairdressers. Face masks and...

The unloved legal eagles chalking up bumper returns

Thursday 04 Feb 2021

In a year in which ‘quality growth’ stocks stretched their outperformance over ‘value’ stocks, notwithstanding a late bounce-back in the latter on the announcement of a Covid vaccine, it seems odd that UK investors should have overlooked the legal sector. As it is, most legal services and related...

Airline earnings recovery predictions look too optimistic

Thursday 21 May 2020

Cheap prices to buy or lease an aircraft, low bowering costs, cheap fuel prices and reduced labour union membership would normally be music to the ears of airlines. Sadly they are unable to fully take advantage of these benefits as the coronavirus has essentially grounded the airline sector. Many...

Home isolation provides huge boost to the gaming sector

Thursday 30 Apr 2020

Enforced lockdowns across the globe have turbocharged the number of people playing video games. In this article we will look at the main domestic and global players in this market and identify two ways to gain exposure to this emerging space. DEMAND SHOWING UP IN PLATFORMS The demand for gaming is...

Our top picks in the clothing retail sector

Thursday 21 Nov 2019

Clothing is one of life’s essential goods. We all regularly buy clothes and therefore one might assume it is a good place to invest. In reality, it is a highly competitive industry and historically there has been a wide gap between the best and worst performing shares in the sector. This Christmas...

Our top picks in the UK supermarket sector

Thursday 10 Oct 2019

While last year saw grocery spending lifted by high temperatures, World Cup fever and a Royal Wedding, the big supermarket chains haven’t had much to celebrate this year with consumer confidence wobbly due to continued Brexit uncertainty and tough comparisons with last year’s sales bonanza. Yet...

The ultimate guide to investing in the technology space: part 2

Thursday 16 May 2019

In part one, we talked about the attractive growth dynamics of investing in technology. In part two we now discuss some of options for investors wanting exposure to tech themes. Many investors already have exposure, even if they don’t know it. A US or UK tracker fund would both give you a slice of...

The ultimate guide to investing in the technology space: part 1

Thursday 09 May 2019

Modern history has seen a remarkable pace of change. Disruption is everywhere and changes to established industries, employment dynamics and how we all live are shaking to their foundations almost every aspect of life. From transport to energy, communications to healthcare, manufacturing,...