magazine archive
magazine archive
Feature
Superstar small cap funds: How they pick winning stocks
Thursday 09 Dec 2021Among the best kept investment secrets is the fact smaller companies typically outperform larger companies over the medium and long term thanks to characteristics ranging from innovation and faster organic growth to entrepreneurial management, agility in the face of change and the greater...
Where next for Johnson Matthey after battery failure?
Thursday 02 Dec 2021Shares in chemicals company Johnson Matthey ( JMAT ) , have fallen by 24% over the last month. The company pre-empted its first half results announcement indicating that that full year earnings would be towards the lower end of expectations, and that it intended to dispose of its battery materials...
Cannabis investing: Why CBD products could hit the big time
Thursday 02 Dec 2021Like all new investment themes, medicinal cannabis – which uses cannabidiol or CBD rather than the psychoactive THC component of the cannabis sativa plant – has had its highs and lows in the early stages of its development. Over the past five years, shares in CBD companies have been through two...
All change: what to look for when a company recruits a new CEO
Thursday 02 Dec 2021One of the key ingredients in the success or failure of a company is the quality of its management. When change at the top of a struggling company occurs, it can act as a catalyst for an underperforming business and trigger a share price boost, while the wrong CEO appointment has the potential to...
US retail titans smash forecasts as Christmas comes early
Thursday 25 Nov 2021Investors in US retail names have grounds for optimism given the latest retail sales figures from the across the pond and positive earnings updates from dominant players including Walmart. US retail sales rose by 1.7% in October, according to the Commerce Department, beating forecasts of 1.4%, as...
Inflation-busting dividends: six stocks and funds providing a decent, growing income
Thursday 25 Nov 2021UK inflation is at a 10-year high. Rising prices have been on the agenda for months but in October the impact of the energy crisis really bit as the CPI measure of inflation hit 4.2%. This higher cost of living matters to all of us, not least because we now need a return of at least this level to...
Why emerging market debt to GDP ratios are lower
Thursday 25 Nov 2021There is a big difference in the public finances of emerging market countries and those in the developed world. For the most part emerging market countries have much lower levels of government debt to GDP (gross domestic product). According to the IMF (International Monetary Fund) the average debt...
Emerging markets: Views from the experts
Thursday 25 Nov 20211. As we examine the emerging market (EM) landscape today, the rise of leverage within economies is a key trend. Leverage can be a double-edged sword, as it can be positive, but also represents a source of risk. Over the past decade, the level of debt has gone up not just in EMs, but across the...
Why PayPal’s stock market kicking leaves a recovery opportunity
Thursday 18 Nov 2021Growth worries have put the brakes on PayPal’s exceptional share price progress since the summer, but we believe that a major cloud has been lifted recently that could spark a recovery. San Jose-based PayPal is probably the most familiar online payments platform to readers. It was the first digital...
ITV benefits from TV advertising revival
Thursday 18 Nov 2021The latest figures from free-to-air broadcaster ITV ( ITV ) have challenged the accepted view that linear television (where the viewer can only watch the programme scheduled by the broadcaster), is undergoing a period of rapid structural decline. It has been suggested that the trend for a younger...