magazine archive
magazine archive
Feature
Why Trainline still faces a big test despite ticket commission win
Thursday 07 Apr 2022Rail ticket site Trainline ( TRN ) may have cleared a significant hurdle on 31 March with the news that it may only see a modest cut to the commission it derives from ticket sales but there is still one big unknown coming down the track which could knock it off course. Its shares jumped nearly 25%...
Our 2022 stock portfolio rises against a volatile market backdrop
Thursday 07 Apr 2022Despite the best efforts of quite a few holdings, our ‘stocks for 2022’ portfolio is lagging the FTSE All-Share index since being launched in late December 2021. We’re up 2.4% versus a 3.2% gain from the benchmark. Nevertheless, to be in positive territory is a good achievement given how volatile...
ESG investing faces a watershed after Russia’s invasion of Ukraine
Thursday 07 Apr 2022Given how widely telegraphed the build-up to war was, it seems unthinkable that politicians and businesses were unaware of the risk that Russia might actually invade Ukraine. With the invasion now a terrible reality, they are all rushing to reappraise their attitudes and exposure to Russia...
Emerging markets: Views from the experts
Thursday 31 Mar 20221. The Russia-Ukraine conflict dominated global headlines and rattled financial markets after Russia invaded Ukraine. Aside from the tragic humanitarian impact, a major consequence of the conflict has been a surge in commodity prices on expectations of weaker supplies, as both countries are major...
Make the most of your ISA allowance: three stocks to buy now
Thursday 31 Mar 2022By Daniel Coatsworth, Mark Gardner, Ian Conway and James Crux It’s your final chance to make the most of the £20,000 ISA allowance for the 2021/22 tax year and we’ve got three quality investment ideas for those seeking last minute inspiration. The beauty of ISAs is you don’t pay any tax on capital...
Recession fears: How to protect and grow your wealth if the economy weakens
Thursday 31 Mar 2022Recession concerns have been seeping into the investment narrative in recent weeks. The war in Ukraine has exacerbated supply shortages and added unexpected fuel to the inflationary fire. Inflation in basic non-discretionary goods crimps spending elsewhere and could put a big dent in the expected...
How bond fund managers analyse investments and assess risk
Thursday 31 Mar 2022The total value of global bond markets was $128.3 trillion in 2020 according to the ICMA (International Capital Markets Association), which makes them slightly bigger than global stock markets which are worth $124 trillion. Despite the size of the bond market, it’s probably fair to say the...
How important are commodities in the Brazilian economy and market?
Thursday 31 Mar 2022The Brazilian market has been a rare bright spot in 2022 thanks to its commodities exposure as prices of food, metals and energy have surged across the world. The country is a major commodities exporter and according to the most up to date breakdown available from the OECD (covering 2018)...
Why Magners maker C&C can cope with unprecedented cost inflation
Thursday 24 Mar 2022Shares in Dublin-headquartered drinks business C&C ( CCR ) frothed higher following a positive trading update (16 Mar) from the maker of everything from cider brands Magners, Bulmers and Orchard Pig to beer brand Tennent’s and Tipperary Pure Irish Water. Investors toasted evidence of continued...
Fighting cyber attacks: Invest in the world's digital defenders
Thursday 24 Mar 2022In 1983’s War Games, a young Matthew Broderick unwittingly hacks into military central computer while searching for video games and almost inadvertently starts World War III. While the prospect of cybercriminals and cyberterrorism can make thrilling TV and films, the real life threat is far more...