magazine 24 Nov 2016
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We’ve noticed investors are starting to switch out of high quality defensive stocks and move into lowly-valued cyclical companies. Our main feature explores the reasons behind this rotation. We also look at five different scenarios, comparing pairs of defensive and cyclical stocks and giving our views as to which ones to buy. Elsewhere in this week’s Shares we explain why the Autumn Statement is positive for equities, why Royal Mail is still a good share to own and reveal the secrets behind how fund managers pick small cap stocks. We also reveal how two of the most famous fund managers, Neil Woodford and Mark Barnett, are navigating uncertain market conditions.
Is it time to rethink your investments as markets start to rotate from defensive to cyclical companies?
We talk to three fund management groups to learn the secrets of their success
Surging demand for Blue Prism's virtual taskforce sets share price record
Lower corporation tax could provide a boost to stocks and shares
Russell 2000 index charges ahead following election upset
Holiday trading is make or break after patchy first half
Tech business is putting its strong cash generation to shareholders’ benefit
We look at the risks and rewards from investing in portfolios with 50 holdings or less
Buying a fraction of a fund could be the solution for retail investors
Unsuccessful takeovers can be good times to buy, subject to certain conditions
Euro turned out to be a thanksgiving 'turkey' despite US deficits
Analysts were warning of inflation pick up well before Brexit
Woodford buys as directors sell in fibre optic specialist
Outsourcer has big opportunities in efficiency drive
Deutsche Boerse takeover exactly a decade after failed 2006 bid
Competitive pressure may be easing in dining sector
Two famous fund managers give their views on stocks to buy and sell in the current environment
What is a currency pair and why are the foreign exchange markets so popular with traders?
Demerged price comparison site has growth potential at an attractive price
Engineering firm says results to be at top end of expectations
Home emergency repair specialist is on a roll with global expansion
Important information:
These articles are provided by Shares magazine which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by AJ Bell.
Shares is provided for your general information and use and is not a personal recommendation to invest. It is not intended to be relied upon by you in making or not making any investment decisions. The investments referred to in these articles will not be suitable for all investors. If in doubt please seek appropriate independent financial advice.
Investors acting on the information in these articles do so at their own risk and AJ Bell Media and its staff do not accept liability for losses suffered by investors as a result of their investment decisions.
