magazine archive
magazine archive
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Which is better - high yield today or dividend growth tomorrow?
Thursday 24 Mar 2022Given present geopolitical and economic uncertainties and the stock market declines seen year-to-date, the portfolio support provided by dividends remain important to investors. Thankfully this year, we have continued to witness a restoration of dividend payments by an array of companies following...
New world order: the big impact of a geopolitical earthquake
Thursday 24 Mar 2022Under Donald Trump, geopolitics was focused on US-China trade ties and pacifying North Korea and Russia. President Biden is a different animal. He has the reputation of being less interventionist as the withdrawal of troops from Afghanistan demonstrated. The subtle change to soft power and more...
Private equity has made a lot of people rich – how do you get invest in it?
Thursday 24 Mar 2022Listing shares on a stock market used to be the default option for many businesses, providing them with access to a large pool of investors to tap up for funding and the ability to use their shares to pay for acquisitions. However, private equity funding now provides many businesses with a lot of...
The UK tech shares down more than 50% as growth slows and inflation bites
Thursday 17 Mar 2022The UK’s technology sector has been hammered in recent months as investors ditched high growth companies for safer havens amid stock market and geopolitical uncertainty. Hot running inflation risks eating into future profits, which means investors now prefer lower growth companies which are...
Ditching Russia: time to boost investment in oil and gas drilling and renewable energy
Thursday 17 Mar 2022The human tragedy unfolding in Ukraine is having dramatic ramifications across the world, not least in the energy market. The US has banned the import of Russian oil, LNG (liquefied natural gas) and coal. Europe is not able to turn the taps off overnight as it is more reliant on Russia to meet its...
This sell-off is unlike any other and so are the opportunities
Thursday 17 Mar 2022In past periods of market stress, we have been able to look back at previous sell-offs and predict with reasonable accuracy which sectors were likely to perform best when sentiment recovered. However, both major declines since the start of this decade have been very different to previous episodes...
Gold could protect your wealth in difficult times such as now
Thursday 17 Mar 2022Gold is on the cusp of setting a new all-time high amid rampant inflation, fears of an economic downturn and war in Ukraine. The precious metal is proving its ‘safe-haven’ credentials in a crisis yet again. In this article we discuss the prospects for gold, how it compares with other assets, and...
More UK stocks have exposure to Russia than you think
Thursday 10 Mar 2022The advent of globalisation has helped to drive considerable earnings growth for companies on the UK stock market thanks to them doing business with an ever-growing number of countries. Unfortunately, widespread geographical expansion means the list of UK stocks with exposure to Russia is bigger...
FTSE 100: Its time is now
Thursday 10 Mar 2022After years in the wilderness the FTSE 100 is finally coming into its own as some of the key features of the index go from being liabilities to advantages. Our analysis suggests that, in a world of inflation, rising interest rates and surging commodity prices, many of the big names which dominate...
Does a 60/40 portfolio work in the face of rampant inflation?
Thursday 10 Mar 2022For much of the past five decades a conventional balanced portfolio made up of 60% shares and 40% bonds has served its purpose. The rationale behind this approach has been that bonds cushion volatility and provide income, and act as a counterbalance during a bear market. Conversely stocks provide...