magazine 14 Dec 2023

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10 big questions for 2024? The Shares team cover topics and themes which could shape the market’s performance in the year ahead.
Discover which UK stocks have performed best in 2023 and what went right and what went wrong for fund managers through the course of the year.
Also in the digital magazine: can Christmas help a hospitality sector still trying to recover from the pandemic? And a guide to how you can give the kids financial gifts this festive season.
Investment ideas include a big British brand which is out on its feet and an Asia-focused fund with a difference. Plus stories on Nike, British American Tobacco and more.
Companies face a challenge to rebuild margins to pre-pandemic levels
Parallels being drawn as China deflation deepens are ‘well wide of the mark’
There are several options to go for and it’s worth considering the tax implications too
‘Crucial driver for the company’s growth’, claims US investor
Firm is taking a £25 billion write-down on its US brands but analyst remains positive
Sales disappointment delays premium spirit provider’s path to profitably and free cash flow
Unrelated events on other continents are threatening to undo the fall in prices
We split the market into four baskets by market value to identify the biggest winners
We asked some of the UK’s top institutional investors for their thoughts on 2023
What will happen with inflation, rates, China and US politics?
It can be extremely difficult to commercialise promising technologies
The company has already lifted guidance once this year
Christmas sales, US consumer health and demand in Greater China will be in focus
More and more UK mid-cap companies are being targeted by private equity
Quarterly dividend-payer offers actively-managed exposure to exciting developing markets
Revenues have grown an average of 14% per year since 2020 showing the brand’s appeal
Looking back at the key market drivers over the last 12 months
There are other options for putting a one-off windfall to work