magazine archive
magazine archive
Feature
FTSE 250 - value vs growth and the hunt for yield
Thursday 26 Aug 2021T his is part two of a three-part series on the FTSE 250. Read part one here and we’ll conclude the series in next week’s issue. In our three part series on the FTSE 250 we are aiming to slice and dice the index to identify stocks with different inherent qualities and generate ideas for investors...
Emerging markets: Views from the experts
Thursday 26 Aug 20211. China is in the middle of a tightening regulatory cycle, implementing anti-monopoly, data security and industry-specific regulations. The underlying thread that ties the intense regulatory activities across many industries lies in Beijing’s determination to develop China into a ‘modernized...
Emerging markets’ long-term outperformance
Thursday 26 Aug 2021Because emerging markets are subject to bouts of considerable volatility it is easy to lose sight of the bigger picture. Powered by developing economies like China and India the MSCI Emerging Markets index has comfortably outpaced its developed market counterpart MSCI World since its launch at the...
Investing in semiconductors through advanced equipment boom
Thursday 19 Aug 2021The semiconductor industry has been thrust into the spotlight in recent months as the pandemic put a huge squeeze on manufacturing capacity globally. This has led to a worldwide shortage of microchips across multiple industries with many leading semiconductor designers and manufacturers warning...
The big five: Why Alphabet, Amazon, Apple, Facebook and Microsoft are superb stocks to own
Thursday 12 Aug 2021It’s almost impossible to talk about the general stock market without including the big five tech titans in the conversation. Google-owner Alphabet, Amazon, Apple, Facebook and Microsoft are as well-known to UK investors today as Lloyds ( LLOY ) or Sainsbury’s ( SBRY ) , the ubiquity of their...
Play the Asia Pacific opportunity with less China risk
Thursday 12 Aug 2021Investors have long been lured to China for its burgeoning band of rapidly growing companies including national technology champions. However, a widening regulatory crackdown by the authorities is having a big negative impact on sentiment. This crackdown has caused significant losses for investors...
The advertising and data strategy behind Reach’s stellar share price gains
Thursday 12 Aug 2021For a business involved in the tricky task of selling newspapers in what is certainly a dwindling market, readers may be surprised to know that media group Reach ( RCH ) has seen its share price rise eightfold in the past 12 months. Key to its success has been strong growth in its digital interests...
Winners and losers in the $1 trillion ‘American Jobs’ infrastructure bill
Thursday 12 Aug 2021Coming in at more than 2,000 pages, the bipartisan bill to revamp the US’s ageing – and in some cases crumbling – infrastructure has taken months to put together and has inevitably resulted in a compromise. While president Joe Biden can take many positives from the deal, which forms a crucial part...
Nervous about the markets? Buy these stocks and funds to protect your wealth
Thursday 05 Aug 2021There are plenty of reasons to be more cautious about the markets despite the flagship US stock indices, the S&P 500, continuing to hit new highs. Investor nervousness is increasing. Just look at how many companies have recently beaten earnings forecasts, but their share prices have fallen as...
The big winners from the AI revolution
Thursday 05 Aug 2021Artificial intelligence or AI has both the ability to revolutionise business models and to create significant returns for shareholders who invest in the right AI plays. The increasing availability of data sets coupled with the collapse in computing costs means that AI is now coming of age. The...