magazine archive
magazine archive
Feature
Quantum computing - Should you believe the hype and how can you get involved?
Thursday 23 Jan 2025Quantum computing has been setting the investment world on fire in recent months, and late last year, a handful of specialist stocks hit escape velocity. Between mid-November and the start of January, companies like Rigetti Computing (RGTI:NASDAQ) and D-Wave Quantum (QBTS:NYSE) , two of the most...
Investment trusts at crunch point
Thursday 16 Jan 2025The normally sleepy world of investment trusts received a wake-up call just before Christmas with the publication (18 December 2024) of a shareholder letter by activist investor Saba Capital Management calling for change at no fewer than seven well-known funds. Set up by hedge fund manager Boaz...
How the obesity drug market is evolving in unexpected ways as we enter 2025
Thursday 16 Jan 2025Out of nowhere the market for weight loss drugs has become one of the most exciting investment themes in the last two years, rivalling investor enthusiasm for AI. There is good reason for the excitement. Rod Wong, managing partner at RTW Biotech Opportunities (RTW) fund describes the development of...
Top managers reveal their hopes and fears for the year ahead
Thursday 09 Jan 2025As we ease into 2025, we asked some of the UK’s best-known fund managers to outline what they felt were the risk and opportunities facing markets in the year ahead along with a few of their top sector and stock ideas. We start with the potential risks the managers see for markets and end on a high...
Six of the best funds for 2025
Thursday 09 Jan 2025Funds play a really important role in most investors’ portfolios. Many of us may not have the time or the inclination to research our own investment ideas and would rather entrust a professional to pick stocks (and other investments for us). The strength of broad market indices, particularly global...
Discover how Tim Martin turned Wetherspoon into a high street champion
Thursday 19 Dec 2024Pubs group JD Wetherspoon’s (JDW) value credentials continue to shine through. According to fund manager Anna Farmbrough at Ninety One the company has doubled its average price advantage over competitors to 40% since the pandemic. Farmbrough notes that a few years ago there were three pubs in her...
Emerging markets: tariffs, inflation and South Korean politics
Thursday 19 Dec 20241 . Tariffs: President-elect Donald Trump has indicated he will impose new tariffs on three of America’s leading trading partners. He plans to sign an executive order placing 25% tariffs on goods imported from Canada and Mexico on day one of his presidency, with an additional 10% on goods from...
Profiling the South Korean stars beyond Samsung
Thursday 19 Dec 2024It may have had a tough time of late but consumer electronics and technology hardware outfit Samsung (005930:KRX) still dominates the South Korean market. If you include the preference shares it has a near-30% weighting in the MSCI Korea index. However, there are some other interesting businesses...
Find out which stocks surprised leading fund managers the most in 2024
Thursday 19 Dec 2024In the first part of a three-part series featuring opinions and ideas from some of the UK’s leading fund managers, we asked which stocks have surprised them the most over the course of the 2024 and why. While it was hard to avoid the influence of AI (artificial intelligence) on portfolios, the...
Surprise star turns and shock disappointments litter our best 2024 picks performance
Thursday 19 Dec 2024What a mixed year this has turned out to be for Shares’ best ideas for 2024. That our one star turn stock was an annuities and lifetime mortgage specialist, even if it was ‘screamingly cheap at its current price’, as we originally noted, and the supposedly exciting tech growth picks have been dull-...