magazine archive
magazine archive
Feature
Small World: read about Gresham Technologies, T Clarke, REDX Pharma and more
Thursday 25 Apr 2024It’s been a busy month in small-cap land with good news, bad news and downright weird news for investors to digest. First the good news, as the persistent undervaluation of UK companies – and small caps in particular – draws increasing numbers of corporate buyers. Financial services software...
Are corporate spin-offs a good hunting ground for profitable investments?
Thursday 25 Apr 2024This feature explores spin-offs or de-mergers, looking at the rationale for them and how they have performed, and asks if they can be a promising hunting ground for investors. One of the UK’s largest recent spin-offs was GSK’s (GSK) demerger of its consumer healthcare division in 2022. GSK...
Dividend Machines
Thursday 25 Apr 2024Interest rates are expected to stay higher for longer to combat the sticky inflation which remains a threat to investors’ hard-earned wealth and purchasing power. During periods of high inflation, it is crucial to invest in companies that possess pricing power, because these firms can pass on...
Cheap UK stocks
Thursday 18 Apr 2024UK stocks look cheap on so many different valuation metrics, not just one or two, suggesting a robust, genuine investment opportunity is available to long-term investors. So why does nobody seem convinced? This article explores the scepticism surrounding the UK’s market’s attractive valuation and...
Cruise operators have the wind in their sails as demand soars
Thursday 11 Apr 2024The cruise industry is enjoying an unprecedented boom with around 35.7 million passengers expected to book a trip this year, up from 31.5 million in 2023 and 6% more than the number of passengers who set sail in 2019 according to the CLIA (Cruise Lines International Association). Going on a cruise...
How our 2024 picks beat the market in the first quarter
Thursday 11 Apr 2024Our portfolio of picks for 2024 is off to a solid start in what proved an uneven first quarter for the stock market as a whole. Our return of 9% is comfortably ahead of our FTSE All-Share benchmark at 3.9%. It’s a tale of feast and famine, however, with half of our selections achieving double-digit...
Disney 1: Nelson Peltz 0. Are activist investors losing their magic touch?
Thursday 11 Apr 2024Nelson Peltz’s failure to get a seat on the board of directors at Disney (DIS:NYSE) has raised the question: are activist investors losing their touch? Peltz might have enjoyed success with earlier campaigns at Kraft Heinz (KHC:NASDAQ) and Wendy’s (WEN:NASDAQ) , yet he sits alongside big names such...
Why the market has soured on Apple: Can the tech giant turn things around?
Thursday 11 Apr 2024This year, Apple (AAPL:NASDAQ) shares have fallen nearly 9%. If that doesn’t sound like a big deal, consider that for the world’s second most valuable company it means the loss of something like $230 billion. That’s the equivalent of an entire PepsiCo (PEP:NASDAQ) , or Shell (SHEL) – the UK’s...
Discover why the UK market is shrinking and what it means for investors and the economy
Thursday 04 Apr 2024The shrinking UK stock market is a worry for fund managers and has wider implications for the UK as a listing venue as well as the UK’s economic growth, say analysts at Peel Hunt. This article explores the so-called de-equitisation of the UK stock market, or plainly put the substitution of debt for...
Has the British ISA piqued your interest in UK investments?
Thursday 04 Apr 2024The prospect of a new British ISA has put the spotlight on the UK market. Some investors will not feel comfortable picking individual shares and an alternative is to look at actively managed funds and investment trusts. Here are some tips on putting together a UK-focused portfolio. WHICH FUNDS AND...