magazine 5 Apr 2018
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Shares looks at the key financial goals for seven different generations and the tax benefits to help maximise wealth creation.
Whether you’re a millennial wanting to buy property, a Generation X saving up for a big home improvement project or even part of the Silent Generation enjoying retirement, this article is packed with handy hints about investing.
Also this week: will the tech sector sell-off lead to a takeover frenzy and how does an investment fund survive when a star manager departs?
You can also learn how to spot dividend opportunities in a few simple steps and discover the best ways to use past performance data to assess new investments.
The best ways for people of different ages to build wealth
We’re hopeful of a better performance as the year progresses
There are various ways in which a investor could have achieved a better return than simply tracking the FTSE 100
Expect to see further bad news when the retail and leisure sectors next update on trading
Analysts are optimistic about a new wave of takeovers and stock market flotations
Fresh on the UK stock market, Kore will soon have to raise a lot of money to build a potash project
Trading strengthens at sofa seller yet big ticket spending remains squeezed
One analyst reckons its shares should trade on a higher rating, implying capital gains alongside generous income for investors
The company’s anti-infective XF-73 could have the potential to kill bacteria within 15 minutes
Picking companies to invest in can be risky but if you were guaranteed some of their revenue every year, it might be well worth it
We look at the impact on asset flows and how replacement managers have to fight back
Contrarian investor Alasdair McKinnon seeks to avoid the ‘madness of crowds’
Many UK workers face a similar decision with regards to taking a lump sum or keeping their defined benefit pension
Historic data can be a useful way of comparing funds – as long as it’s put in context
Falling share prices can result in higher dividend yields... time to go shopping?
EU floating plans for 3% revenue levy aimed at firms like Facebook and Google
Well-followed small caps specialist is back with new investment trust launch
Founder to leave the business after presiding over tidy total return
Inflation and weak wage growth have put retail sales under pressure
Company is in the process of acquiring assets from BP
This AIM-listed superstar has been growing fast, will it keep up the pace?
Highly-diversified portfolio and considerable expertise are highly valuable in current market conditions
A plucky little asset manager which is a great value and income play
Small cap structural steel play demonstrated significant progress in 2017
Retail meat-to-fish packer is delivering portfolio nourishment
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.
