magazine archive
magazine archive
Feature
Chip opportunities beyond AI: the stocks that matter
Thursday 28 Sep 2023Generative AI (artificial intelligence) has dominated the semiconductor conversation this year. But while the technology has enormous potential in this space, there are also lots of opportunities elsewhere in the semiconductor sector. Industries like automotive, healthcare, pharma, education,...
Can the latest tie-up between the US and Vietnam spark interest in this frontier market?
Thursday 28 Sep 2023On 10 September, US President Joe Biden signed a series of historic deals with Vietnam involving plane orders, semi-conductor design centres, the digital economy and human rights. The rapprochement between two countries which were once so bitterly opposed was far more than symbolic and could mark a...
Which companies might be next to spin off or demerge part of their business?
Thursday 28 Sep 2023Spin-offs, demergers and disposals are often good news for investors, although it’s not often a firm sees its share price rise when it has to pay someone to take assets off its hands, especially when those assets were previously thought to be earnings positive. In the case of hospitality firm...
AI superstar: Everything you need to know about investing in Nvidia
Thursday 28 Sep 2023Investors have become obsessed with generative AI (artificial intelligence) this year, with Nvidia (NVDA:NASDAQ) the market’s favourite way of playing the trend. Shares in the Santa Clara-based microchip designer have more than tripled in value this year, as it began to dawn on the market there is...
Why Fundsmith and Blue Whale are split over Adobe
Thursday 21 Sep 2023Artificial intelligence has been a central investment theme this year, drawing investors to companies that have plans to leverage AI to create or enhance their products and services. Adobe (ADBE:NASDAQ) , the digital design software firm, has been a prime beneficiary of this trend. It shares are up...
Weight loss: should you invest in the companies fighting obesity?
Thursday 21 Sep 2023Obesity is one of the fastest growing public health issues facing the world. The World Health Organisation estimates there are two billion overweight adults, of which around 650 million are technically obese. Having a body mass index over 30 means someone is obese, while anyone with a score over 25...
Where should you invest when central banks stop raising interest rates?
Thursday 14 Sep 2023There are two questions being asked by every investor. When are interest rates around the world going to stop rising and what happens to stock markets when they do? No-one knows for sure when rates will peak, but what we can say is there are two different scenarios which could cause central banks...
Feeding your pension: investment ideas for people in work or retirement
Thursday 14 Sep 2023It can be hard to look past day-to-day cares and worries and give proper thought to achieving a financially comfortable retirement. However, if you want to enjoy a decent quality of life after you bring your career to a close then you must devote more attention to your pension. Investment trusts,...
Property versus pension: which one is a better investment?
Thursday 14 Sep 2023For nervous investors worried about the volatility of stock markets, investing in housing may seem like a safer, less bumpy alternative, but the facts don’t support this seemingly popular view. Duncan Lamont, head of strategic research at Schroders, says investing in global stocks has been the...
What next for wind? Orsted shares blown over on big US warning
Thursday 07 Sep 2023The collapse in the shares of Danish offshore wind developer Orsted (ORSTED:CPH) has been alarming and has wider implications for the renewables sector. While the market reacted with shock to the company’s warning of big impairments in the US, a combination of rising costs, permitting and grid...