magazine 10 Oct 2024

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Big returns from small caps, what the experts are buying in the smaller company world, and how to manage and understand risk.
The stock has gained 50% year-to-date after separation of three businesses
Shareholders in Vistry left reeling after shock earnings downgrade
Unpicking the story behind the luxury timepiece retailer’s purchase of Hodinkee
This retirement option might offer some security but at the expense of flexibility
There is speculation that the Government could raise CGT rates at the Budget on 30 October
There are different tax rules regarding drawdowns and lump sums
US treasury markets are pricing two quarter percentage point cuts for the rest of the year
US 10-year bond yields have spiked back above 4%
Former ‘growth champion’ finds itself unloved and in the doldrums
Valuations of quality UK smaller companies have rarely looked so compelling and falling rates should help
Investment returns tell you nothing about how much risk was taken in the process
Industry giants need a plan as their traditional activities generate all the cash and profit
For the last four quarters the group has posted a fall in fee income
Chief executive Jamie Dimon has talked down revenue expectations
The FTSE 250 trust is trading at an exceptionally cheap 40% discount
The economic backdrop remains favourable for this pawnbroker-to-jeweller offering defensive growth and income
We are sticking with the value-focused card and calendar seller despite share price slide
DIY group has raised guidance once this year and we are hopeful of more