magazine archive


magazine archive

Feature

How to use 52-week highs and lows to find your next investment

Thursday 02 Nov 2023

When a stock price makes a new 52-week high or low it is usually a sign of a strong trend. Going against the flow at these times is fraught with danger for investors betting for a sudden change in direction. That is because share prices tend to overshoot. Behavioural scientists have shown that...

Investing in a higher rate world: what's worked before and what could work now

Thursday 02 Nov 2023

When debating what kind of portfolio is going to be best suited to an environment of ‘higher-for-longer’ interest rates, looking at past periods of high rates provides a partial guide. In the UK interest rates were high and stayed high pretty much from the start of the 1960s all the way through to...

Three quick and easy ways to screen the market for value stocks

Thursday 26 Oct 2023

According to Charlie Munger, Warren Buffett’s highly respected colleague and co-manager of Berkshire Hathaway (BRK.B:NYSE) , ‘All intelligent investing is value investing, acquiring more than you are paying for.’ Or, as Howard Marks of Oaktree Capital Management puts it, ‘It’s not what you buy, it’...

Value investing is back: Why the style is working and how to get involved

Thursday 26 Oct 2023

Value stocks have outperformed growth stocks by 12% since Pfizer (PFE:NYSE) announced the first effective Covid-19 vaccine on 9 November 2020. That’s comparing the MSCI World Value index against the MSCI World Growth index. We have reason to believe the value investing style could soon deliver even...

The big South Korea emerging markets debate goes on

Thursday 26 Oct 2023

It is the 12th largest economy in the world with a higher GDP per capita than countries like New Zealand, Italy and Japan and yet South Korea remains in index provider MSCI’s emerging market basket. This means the MSCI Emerging Markets index enjoys exposure to a market with many characteristics of...

Emerging markets: Golden Week for China as developing world beats the dollar blues

Thursday 26 Oct 2023

1. Golden Week: The first week of October in China is known as national Golden Week. It is a period when workers take time off for travel and entertainment. Investors monitor the holiday to assess household spending trends, as well as sector beneficiaries. Daily trips on China’s railways set a new...

Uranium prices have surged – this stock offers pure exposure to the market

Thursday 19 Oct 2023

Prices of uranium have spiked this year to 12-year highs amid the rehabilitation of nuclear power. The Russian invasion of Ukraine and the actions of oil producers in limiting production to support crude prices have increased the pressure on global governments to prioritise energy security. Nuclear...

I’ve opened an ISA: now what do I do?

Thursday 19 Oct 2023

You have opened an ISA – congratulations, you have already taken one of the most important steps with investing, namely getting over the first hurdle. This article will talk you through the next steps so you can start putting your money to work in the markets and hopefully grow your wealth. STEP...

What is the actual state of play in the UK commercial property market?

Thursday 19 Oct 2023

September was a bad month for stocks in general, but it was especially poor for UK REITs (real estate investment trusts), with 77% of the sector by market cap being derated according to analysts at Winterflood, leaving 24 out of 32 trusts down over nine months. With worries over the economy,...

Indian stocks are expensive for a reason and have been superb performers

Thursday 19 Oct 2023

Over the past year India has been stealing investors’ attention away from the US, China, Europe, as a popular country to invest due to the strong performance of Indian equities, the impact of historic economic reforms and favourable demographics. With a general election looming in 2024, how long...

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