magazine archive
magazine archive
Feature
Green machines: The ESG funds and trusts best placed to thrive
Thursday 18 Nov 2021In late September 2021, when the UK market had its most recent wobble, many ESG or ‘sustainable’ stocks and funds experienced a sharper sell-off than the FTSE All-Share index, prompting some to wonder if the boom in ethical investing had run its course. Fast forward to today and the best of those...
Pod Point and Rivian: the investment case behind two new electric vehicle plays
Thursday 18 Nov 2021As the COP26 climate summit fades into the middle distance it is clear that a key component of global leaders’ plans for reducing emissions is encouraging a big switch among businesses and individuals to EVs (electric vehicles). In the UK, sales of new diesel and petrol cars are already set to be...
Rising interest rates: what they mean for investments
Thursday 11 Nov 2021Bank of England governor Andrew Bailey may have earned the tag of an ‘unreliable boyfriend’ after the Bank’s Monetary Policy Committee confounded market expectations and kept interest rates at record lows at its latest meeting (4 Nov), but the message was clear: rate rises are coming. Mounting...
Water: the investment theme which is bubbling up nicely
Thursday 04 Nov 2021The argument for investing in the water sector is simple. Water is critical for both human life and commercial activity. Economic and business growth is contingent upon a steady stream of clean water. For these reasons water has been talked about as potentially the next big thing in terms of global...
Bill Ackman on the market outlook and his big bet on music
Thursday 04 Nov 2021Bill Ackman is one of the most famous investors active in the market today and his London-listed investment company Pershing Square Holdings ( PSH ) has enjoyed considerable success in recent years, generating a 58% return in 2019 and a 70% return in 2020, the latter helping it to gain a place in...
Games Workshop feels the wrath of its fan base
Thursday 04 Nov 2021Could the imaginary battlefields created by fantasy games and miniatures maker Games Workshop ( GAW ) become real life battlefields between the gaming community and management? The shares have dropped 20% in the last six weeks on no news apart from a trading update where management said trading was...
The case for a rebound at unloved British American Tobacco
Thursday 28 Oct 2021The fund manager of the City of London Investment Trust ( CTY ) , Job Curtis, recently said that ‘tobacco stocks have gone back to having the pariah status that I witnessed at the beginning of my career’. This untouchable status is reflected in British American Tobacco’s ( BATS ) recent share price...
Household names going cheap: where to find quality stocks on sale
Thursday 28 Oct 2021With the FTSE touching post-pandemic highs and US markets pushing towards record levels, it’s reasonable to ask if there is any value left in stocks. The problem for investors looking for income and capital gains is, with rock-bottom returns on bonds and constant central bank support, there are few...
How to avoid falling foul of the lifetime allowance
Thursday 28 Oct 2021The limit on how much you can put into a pension and benefit from tax relief is very much worth keeping in mind HOW TO AVOID FALLING FOUL OF THE LIFETIME ALLOWANCE Squirreling away over £1 million might feel like a far-flung dream for many retirement savers. However, recently published HMRC figures...
Emerging markets: Views from the experts
Thursday 28 Oct 20211. The Indian market was a notable outperformer over the quarter, supported by a favorable earnings outlook relative to other parts of Asia, due to a strong domestic rebound post the second wave of Covid-19. Over the longer-term, we have increased confidence in Indian earnings growth due to...