magazine archive
magazine archive
Feature
The big 60/40 debate: are stocks and bonds still enough for investors?
Thursday 20 Oct 2022There have been few hiding places for investors in 2022 and to make matters worse, bonds which have historically provided some protection, have clocked up double-digit percentage losses. This means traditionally conservative 60/40 portfolios, a bedrock of many retirement pots, have suffered losses...
Why you should adopt an eyes and ears approach to investing
Thursday 13 Oct 2022‘Recent market falls have given us the opportunity to buy some great companies at sensible prices,’ says Simon Edelsten, co-manager for investment trust Mid Wynd International (MWY) and the open-ended Artemis Global Select (B568S20) fund. ‘If you look at some of our buys this year you might say we’...
Where are markets heading next and what should investors do?
Thursday 13 Oct 2022There is an old saying that no-one rings a bell when the market is at the top, but by the same token neither is there a clear-cut signal to buy when markets reach the bottom. Yet after a brutal year for stocks – and a particularly tough third quarter – it is beginning to feel as though the worst of...
Why do companies buy their own shares and does it add value?
Thursday 13 Oct 2022Share buybacks have increased greatly in popularity in the last 20 years as companies look for ways to boost their earnings per share other than through their operating performance. However, do buybacks actually add any value for shareholders or are they a gimmick? HOW AND WHY TO COMPANIES BUY...
Reasons why it pays to invest in small caps despite recent sell-off
Thursday 06 Oct 2022Following on from the pandemic and war in Ukraine, UK stocks are being buffeted by headwinds from hot inflation, rising rates and the cost-of-living crisis. But it is UK small and mid-cap investors that have endured the toughest period over the past year, with the small cap, mid cap and AIM indices...
Aftershock: what could happen next after the mini-Budget earthquake
Thursday 06 Oct 2022The UK market remains in turmoil as the aftershocks unleashed by the mini-Budget earthquake on 23 September continue to rumble. Despite the Government’s U-turn on the 45% tax cut, investors are still wondering what will happen next with gilts, the pound and companies in their portfolio. In this...
Weak pound raises the prospect of more UK takeovers
Thursday 06 Oct 2022Weakness in the pound will only serve to heighten the likelihood of foreign companies buying UK businesses. We saw this happen when the pound slumped after the EU referendum on Brexit in 2016, including takeovers for chip giant Arm and broadcasting group Sky. UK stocks have been cheap on a relative...
Pod Point has lots of cash but it’s hit a speed bump with growth
Thursday 06 Oct 2022Electric vehicle charging infrastructure play Pod Point ( PODP ) arrived on the stock market just under a year ago to some fanfare but its subsequent performance has been distinctly underpowered. We viewed the story as interesting back in November 2021 but felt the valuation was too demanding at...
Discover which shares Warren Buffett has been buying in 2022
Thursday 29 Sep 2022Investors have endured a tortuous nine months characterised by volatility and uncertainty with stock markets plunging on a combination of surging inflation and rising interest rates, fears over the outlook for supply chains and global growth, lockdowns in China and conflict in Ukraine. Year-to-date...
The boss is off: why are so many FTSE 100 CEOs leaving?
Thursday 29 Sep 2022There is no question this year has been an extraordinarily difficult one for many companies, who have had to cope with a sharp rise in both operating and financial costs as energy and labour prices have jumped and interest rates have gone up. It is therefore not such a surprise that FTSE 100 chief...