magazine archive
magazine archive
Feature
Passing on wealth: how AIM shares could cut an inheritance tax bill
Thursday 01 Dec 2022With the current nil-rate threshold for inheritance tax being frozen at £325,000 until 2028, many investors will be wondering how they can reduce tax liabilities for their estate when they die. In the 2021-22 tax year, inheritance tax receipts jumped 14% to a record £6.1 billion as more people’s...
Fund manager optimism starts to return as equity inflows hit 35-week high
Thursday 24 Nov 2022Based on conversations with fund managers at AJ Bell’s annual Investival conference for financial advisers, there is a feeling that professional investors are starting to become more optimistic after what’s been a very tricky year on the markets. This tallies with how stock markets in many parts of...
Finding great value shares: how fund managers do it and how you can too
Thursday 24 Nov 2022The idea behind value investing is to buy shares for less than they are worth in the hope they reach their so-called ‘fair’ value and generate a better than market return. This article explores popular yardsticks used to find value shares, explains how they are used and highlights the advantages...
Watch out for changes to dividend and capital gain allowances
Thursday 24 Nov 2022While Jeremy Hunt may have stuck to the government’s promise not to raise tax rates, the Autumn Statement means more of most peoples’ income and capital will find its way into the Treasury’s coffers during the course of this parliament. In order to fill the £55 billion ‘black hole’ in government...
Is the hardy US shopper starting to feel the pinch?
Thursday 24 Nov 2022US retail sales posted their largest increase in eight months in October, with the value of purchases up a forecast-beating 1.3%, demonstrating the US consumer is holding up well despite rising rates and high inflation, supported by the government’s pandemic stimulus package. Yet a frenetic third...
How I invest: the big lessons learned from a stock-picking journey
Thursday 24 Nov 2022It was in the months following the global financial crisis that Robert started becoming interested in the stock market. In a graduate IT job with Barclays ( BARC ) based in Canary Wharf, he’d had a front row seat during the teeth of the financial shock, but he has developed his own stocks-only DIY...
Emerging markets: Views from the experts
Thursday 24 Nov 20221. Latin America: Markets in Latin America have been the best performer in emerging markets (EMs) year-to-date, driven by the rise in the energy sector, which has posted double-digit returns. Looking ahead, Luiz Inácio Lula da Silva’s successful run for a third term as president of Brazil, in...
Find out about the top performing Indonesian market
Thursday 24 Nov 2022China is so dominant that the diversity and strength of other emerging Asian economies is often forgotten – Indonesia being a case in point. The Indonesian market has been one of the better emerging market performers in 2022 and on a five-year view the MSCI Indonesia index has outperformed the...
Brighter outlook for chip equipment giant ASML triggers share price rebound
Thursday 17 Nov 2022Dutch microchip equipment maker ASML (ASML:AMS) has dished out some good news for investors. Earnings forecasts have been upgraded and a €12 billion share buyback programme is planned, news of which sent the share price surging nearly 15%, its biggest one-day gain since 2002. The company now...
Why convertible bonds can be an attractive alternative to shares
Thursday 17 Nov 2022Convertibles are hybrid debt instruments issued by companies which have an option to convert into ordinary shares. What makes them stand out is that they combine the relative safety of bonds and the potential upside of shares. Convertible bonds can be an attractive option for investors looking to...