magazine archive
magazine archive
Feature
The challenges now facing the big digital advertising players Google and Facebook
Thursday 05 May 2022Digital advertising experienced a meteoric rise during the Covid pandemic as consumers spent more time online. Advertisers increasingly reallocated their finite resources away from print and television advertising towards digital. This was partly because digital advertising appeared to be more...
Great buying opportunities from the big tech rout
Thursday 28 Apr 2022The bad news for growth investors this year? US tech stocks have been routed in 2022. The good news for growth investors? US tech stocks have been routed in 2022, presenting buyers with potentially unique opportunities to invest in many high-quality tech businesses at prices they may not see again...
The companies able to charge more without hurting demand
Thursday 28 Apr 2022Businesses and investors find themselves in a new and alien economic environment. For decades inflation has been benign. However the so-called ‘reshoring’ of global supply chains, Covid and more recently the conflict in Ukraine have caused supply side shocks for fuel and food. This has resulted in...
Explaining the poison pill defence which could have derailed Musk’s Twitter bid
Thursday 28 Apr 2022The world’s richest man, Elon Musk seems to have prevailed in his $43 billion takeover of Twitter (TWTR:NASDAQ) . Initially though the Twitter board looked to prevent him from gaining ‘creeping’ control of the company by adopting a poison pill strategy which was popularised in the 1980s. The aim...
How big property funds have performed and the different ways to invest
Thursday 28 Apr 2022If you’d been keeping an eye on news from the UK commercial property market, you might be forgiven for thinking the sector was a complete basket case. Bankrupt retailers have left gaping holes on the high street, while office occupancy has been decimated by the pandemic. Meanwhile many open-ended...
Emerging markets: Views from the experts
Thursday 28 Apr 20221. As the impact of sanctions start to weigh on Russia, contagion is being felt across global markets. One immediate outcome has been a spike in energy and commodity prices on interrupted supplies from Russia and Ukraine. Although global inflation was already elevated amid supply-side shortages,...
The best and worst first quarter performers in emerging markets
Thursday 28 Apr 2022It has been a tough start to 2022 for emerging markets. The MSCI Emerging Markets index was down sharply in the first quarter, with Russia’s invasion of Ukraine resulting in large falls for one of the bigger constituents of the index. However, that doesn’t tell the whole story and some emerging...
Why Unilever has a 10.5% stake in this small cap drug developer
Thursday 28 Apr 2022Just why does consumer goods giant Unilever ( ULVR ) have a 10.5% stake in small cap clinical stage drug developer Arecor Therapeutics ( AREC:AIM ) ? The company listed on AIM in June 2021 at 226p per share after raising £20 million of new capital. The shares have since gained 73% driven by...
Enough is enough: The FTSE 100 companies which face a grilling from investors
Thursday 21 Apr 2022A significant number of FTSE 100 companies could face shareholder rebellion over the coming weeks as investors increasingly put pressure on boards over key issues. There is a long list of topics which could dominate this year’s annual shareholder meeting season, which gets into full swing at the...
Specialist distributor Diploma is a rare winner from global supply chain constraints
Thursday 21 Apr 2022Ever since the world economy regained its footing after the first round of the pandemic, supply chains have been struggling to keep pace first with consumer demand then with industrial demand. Some UK companies have opted to stockpile components to meet future sales while others have taken the...