magazine 12 Aug 2021

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Discover how the 'big 5' US tech firms –Amazon, Apple, Facebook, Google and Microsoft – are changing and the investment case behind these giant companies.
With Chinese risks mounting this week’s Shares looks at funds and trusts with Asian exposure but a limited footprint in the country. Investment ideas in the digital magazine include a high quality business which has seen a slump in its share price.
Shares also looks at a stellar run for publishing group Reach and the limits and allowances on retirement savings.
Plus find out who could benefit from a big US infrastructure splurge. There are also articles on gold prices, Morrisons and popular investment trust Smithson.
Roland outlines how he picks stocks and details his financial goals
UK firms are increasingly being targeted by overseas buyers but a Deliveroo approach looks unlikely in the near term
Inflation fears and value stock resurgence left popular trust lagging the benchmark
Rising prices and a shift in work-life priorities could impact the economy
Construction and materials stocks should benefit but green spending disappoints
The stocks are not overly expensive and you should own them all
Shares highlights diversified funds and trusts with less than a third of their assets allocated to China
The media group has seen its shares increase eightfold in the past 12 months
We discuss the limits on total pension savings, and what happens if you breach them
Major investors are being encouraged by the Government to put money into illiquid assets, such as infrastructure and unquoted companies
Can enthusiasm for ESG investing be sustained and will greenwashing be addressed?
Firm admits its latest forecasts could still be ‘significantly exceeded’
Medical equipment firm up 24% year-to-date but there’s more to come
Better end markets, products and margins driving profits and share price
Consensus beating results refocus attention on the strategic benefits of the Refinitiv acquisition
Manager has plenty of experience and has built up an impressive track record
Copper, small caps, transport stocks, junk bond yields and volatility readings tell us a lot
Chances of a u-turn on when you can take your entitlement look slim