magazine archive
magazine archive
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Why real estate stocks could be a good bet for the medium term
Thursday 26 Jan 2023The severe tightening in financial conditions in the second half of 2022 caused commercial property values to fall at the fastest six-month rate on record. As a result of much cheaper valuations, investors are asking themselves whether now is a good time to start taking positions in listed property...
Emerging markets: Chinese reopening, a big renewables push and an earnings recovery
Thursday 26 Jan 20231. China dismantles its zero-Covid policies: The removal of almost all Covid-19 restrictions in China is resulting in a wave of infections, with up to 80% of people in urban areas contracting the virus. As the wave subsides, economic activity is expected to normalise. Durable goods and financial...
Why emerging markets could be on the cusp of a green revolution
Thursday 26 Jan 2023According to the United Nations Environment Programme Finance Initiative, emerging markets may need up to $1 trillion a year to build a net-zero economy. This is clearly a significant challenge but also brings significant investment opportunities and growth potential. Volatile energy prices in 2022...
Revealed: the big marker which is getting gold investors excited
Thursday 19 Jan 2023Gold enthusiasts are getting excited about the ‘golden cross’ which has just appeared on their technical charts. This happens when a short-term moving average of prices, say over the last 50 days, rises above a long-term moving average, say 200 days, and is often used by technical traders as a...
The other big dividend payers which might cut like Direct Line
Thursday 19 Jan 2023Insurance company Direct Line ( DLG ) sparked a more than 25% drop in its share price after announcing (11 January) it wouldn’t pay a final dividend due to poor trading which has put pressure on its balance sheet. Direct Line was hit by a combination of extreme weather and higher motor claims...
Is now the time to add supermarket stocks to your shopping basket?
Thursday 19 Jan 2023It seems the supermarkets had plenty to cheer about over the festive period with shoppers flocking back to stores and treating themselves to Christmas dinner with all the trimmings, despite concerns over the cost of living crisis. Which begs the question, are the supermarkets a good investment or...
Big tech meltdown: how can Amazon, Alphabet, Meta and the rest recover?
Thursday 19 Jan 2023Some of the most popular tech-related stocks of the past decade have gone from making people rich to being among the weakest performing names on the market. Are the worst of the falls over for the likes of Amazon (AMZN:NASDAQ), Tesla (TSLA:NASDAQ) and other market giants of their kind? Read on to...
Electric vehicle craze and tougher safety laws should fuel AB Dynamics earnings
Thursday 12 Jan 2023The automotive sector is in flux amid a transition to electric and hybrid vehicles as well as developments in assisted driving technology and frequent changes in safety and regulatory standards. That’s good news for UK engineering champion AB Dynamics ( ABDP:AIM ) which is one of the best...
Global supply chains appear to be easing which is good for the economy
Thursday 12 Jan 2023There is growing evidence from industrial surveys that supply chains are starting to ease in some areas of manufacturing, although the global economy is still far from ‘normal’ as we enter 2023 and a return to growth is a long way off. According to the IFO research institute, companies in Germany...
Megatrends: Investment themes to dominate this decade and how to play them
Thursday 12 Jan 2023According to fabled US stock market trader Jessie Livermore ‘the big swings make the big money’. Livermore was used by Edwin Lefervre as the basis for the character of Larry Livingstone in his investment classic Reminiscences of a Stock Operator . The bestselling book, dedicated to his memory, was...