magazine archive
magazine archive
Sector Reports
Air travel is making a comeback: discover the best airline shares to invest in
Thursday 18 May 2023There has been a string of good news from across the airline sector of late. Budget airline EasyJet ( EZJ ) said in its latest set of quarterly results that its package holiday arm is currently 80% sold for summer 2023, British Airways owner International Consolidated Airlines ( IAG ) said it...
Discover the shares exposed to a big physical retail recovery
Thursday 11 May 2023Despite inflationary pressures and a cost-of-living crisis that is squeezing consumers’ real disposable income, shares in household name retailers with nationwide physical store footprints have rallied hard since the back end of 2022. They include British retail institution Marks & Spencer (...
The big dig: the best mining companies to back
Thursday 27 Apr 2023It has been a mixed start to 2023 for the mining industry, one of the few remaining sectors where the London stock market still has many of the world’s biggest names. A reopening of the Chinese economy helped drive a rally in miners of industrial metals in the first weeks of the new year before...
Find out why gambling shares have diverged in recent months
Thursday 20 Apr 2023Shares in Paddy Power, Betfair and FanDuel owner Flutter Entertainment ( FLTR ) have gained around 80% over the last year, handsomely outperforming the FTSE 100 and UK gambling peers which have registered losses. Rival Entain ( ENT ) which operates the Ladbrokes and Foxy Bingo brands has seen its...
How you can invest in state-of-the-art companies powering the 21st Century economy
Thursday 09 Mar 2023It has been difficult to ignore the renewed sense of optimism creeping into stock markets this year. Misery has been replaced by a watchful brightness, and nowhere has this sheen reflected better than among software growth stocks. After tumbling more than a third in 2022, the US-listed iShares...
How can I invest in the earnings power of everyday necessities?
Thursday 16 Feb 2023Rising interest rates designed to cool inflation are squeezing consumers’ disposable incomes around the globe with spending on big ticket and discretionary items coming under pressure. Yet spending on everyday necessities, mass daily-use items that billions employ every day, is holding up rather...
Our top ways to invest in lithium miners and the outlook for prices
Thursday 02 Feb 2023In 2022 there was a ‘white gold’ rush as lithium prices soared thanks to huge Chinese demand. The chemical element is a key component in the manufacture of batteries for electric vehicles and the storage of energy generated by renewable sources. China is at the forefront of battery production. Many...
Investors worry recession will hurt advertising companies’ earnings
Thursday 25 Aug 2022The threat of a recession is prompting companies to cut back on their promotions and investors are increasingly wary of buying shares in the advertising sector. This is understandable given the strong correlation between global economic growth and nominal spending on advertising. Both the MSCI...
We reveal the threats and opportunities facing investors in UK gambling shares
Wednesday 01 Jun 2022Three key factors look set to dominate the UK gambling sector in the coming years: big global dealmaking; a continued shift towards online gaming and an increased regulatory burden. In this feature we take a closer look at the individual stocks in this space and highlight potential winners and...
Why the boring utilities sector is now exciting and where you should invest
Thursday 19 May 2022The utilities sector has historically attracted investors for its defensive and reliable revenue streams which in turn funded a decent level of dividend income. More recently, several connected factors have shaken up this industry. These include a transition away from fossil fuels into renewables...