magazine 27 Jul 2023
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Discover how portfolios have evolved at popular funds and investment trusts over the past four years as market dynamics change.
Shares’ tips of the year are 23% ahead versus a flat showing from the UK market year-to-date. Find out how the portfolio has done so well.
Laith Khalaf asks if active fund management is a waste of time as he reveals new data on active versus passive funds.
Discover 10 stocks benefiting from the cost-of-living crisis and why shares in Ocado and Unilever have got investors excited.
Learn why one Schroders fund manager believes the FTSE 250 offers ‘growth at a ridiculous price’ and read about ways to buy gilts.
These events could cause new disruption to the travel industry
There are some important points to note if you are planning to do this
There are limits to its pricing power and there are plenty of challenges for the new CEO
Grocery delivery and warehouse automation company surges nearly 35% in wake of half-year figures
The UK asset manager has extended the acceptance period to 28 July 2023
Housebuilders and retail stocks were among the top performers
Despite some perceptions the relationship with resources is a changing and nuanced one
New data from AJ Bell shows the extent to which active managers have underperformed the market
Find out what the Franklin Templeton team are thinking about right now
Gains across our portfolio have been broad-based unlike in the wider market
Even if interest rates rise further from here, current gilt yields looks attractive
We reveal how portfolios have adapted to shifting market dynamics
There are plenty of companies doing well in the current environment
It is possible to get exposure to mid-cap companies for much less than their market value
Understanding the power of re-ratings and the catalysts to drive them
Investors will be focusing on cash flow performance when the aircraft engine manufacturer updates
The company has consistently beaten expectations in recent quarters
The trust has lagged the market this year unlike stablemate 3i Group
A modest pullback in the shares represents a great chance to gain exposure to regulatory-driven earnings
Think about your options, what you might need the money for, and when you need it
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.
