magazine archive
magazine archive
Talking Point
Woodford and Barnett on navigating tough markets
Thursday 24 Nov 2016Two of the UK’s most famous fund managers have insisted there are plenty of opportunities for stock pickers despite major challenges ahead. Making a rare public appearance, Neil Woodford told a room of financial advisers last week that he was more concerned about political risk in Europe than what...
‘Best buying opportunities’ for drugs stocks
Thursday 10 Nov 2016One of the brains behind two highly successful pharmaceutical and biotech funds says a new US President could be good for the drugs sector, despite market concerns about the new leader imposing a price cap on drugs. Sven Borho is the founding partner of investment firm OrbiMed which manages Biotech...
Number of profit warnings a surprise
Thursday 03 Nov 2016Research produced by consultants at Ernst & Young (EY) shows there has recently been a below-average number of profit warnings. You may think that sounds odd, given a spate of bad news from listed companies. Results over the last four years in KPMG’s Profit Warnings report shows there are an...
Aerospace stocks reeling as orders slow
Thursday 27 Oct 2016A profit warning from aerospace and defence firm Senior ( SNR ) is evidence of a civil aerospace market in decline with negative implications for peers like Meggitt ( MGGT ) and Rolls Royce ( RR. ) . After years in which aerospace exposure was seen as preferable to defence and afforded a higher...
Why pricing power can boost shareholder return
Thursday 20 Oct 2016The battle over Marmite pricing between consumer goods giant Unilever ( ULVR ) and supermarket Tesco ( TSCO ) is a welcome reminder of why pricing power is one of the key traits of a successful company. Billionaire investor Warren Buffett says the single most important factor when evaluating a...
FTSE 250 hits all-time high
Thursday 13 Oct 2016Mid caps could be running out of momentum as fears over the potential impact of Brexit increase and the commodities and currency driven tailwinds currently driving them elapse. Shares in the FTSE 250, the UK index for mid-sized businesses, hit new all-time highs in early October 2016, recovering...
Cyber threats just keep growing
Thursday 06 Oct 2016I f your home is burgled or there is a break-in at your business premises, you get to know about it pretty quickly. It is very unlikely that it would take two years to come to light. Yet that is how long it has taken Yahoo (YHOO:NDQ) to realise it was the victim of the biggest hack in history, with...