magazine archive


magazine archive

Daniel Coatsworth

A glimpse at how markets could behave if tech goes out of favour

Thursday 04 Jul 2024

Have we just seen the first hints of a market rotation away from tech and go-go growth and back to value stocks? Nvidia’s (NVDA:NASDAQ) recent 13% three-day share price decline was newsworthy as it knocked $429 billion off its market valuation. Look beyond the headlines and you will see something...

Could higher taxes derail the share buyback gravy train?

Thursday 20 Jun 2024

Announcing a new share buyback programme has been one way to trigger a share price boost. The ease at which companies have made such capital allocation decisions has naturally caught the attention of politicians, thus buybacks are increasingly a target for tax collectors. Joe Biden has already...

Nvidia is taking steps to make its stock more affordable

Thursday 06 Jun 2024

Would you invest in a company if it costs more than $1,000 per share? The price tag might put people off, either because they could not afford it or they consider that amount to be too expensive. Finding a solution is exactly the discussion in Nvidia’s (NVDA:NASDAQ) boardroom in recent months. The...

The underappreciated quality scattered all over the UK stock market

Thursday 09 May 2024

The UK stock market has enjoyed quite the ride this year, with the FTSE 100 keeping pace with the S&P 500 in the US and hitting new record highs. It is certainly helping to raise the profile of what has been an unloved part of the investment universe – however, investors often overlook one of...

Wage growth pressures remain high: Why it matters to investors

Thursday 25 Apr 2024

The persistently high interest rate environment means companies are under pressure to cut costs and jobs are an obvious target. While they can cut their workforce through redundancies or slash the wage bill through shorter or fewer shifts, others might already be operating with a skeleton crew and...

How catchy names like the Magnificent Seven hook in investors

Thursday 28 Mar 2024

In a world of thousands of stocks, certain people just want to focus on ones that are doing well. If these stocks are part of a group with a snappy acronym or label, they must surely matter, right? That is the widespread view among the investment community. Investors love a narrative and what...

Taking British success stories overseas: can Greggs succeed?

Thursday 14 Mar 2024

Full-year results from Greggs (GRG) on 5 March painted a picture of a company doing so well in its domestic territory that one has to ask when it might export the successful business model abroad. Greggs’ profits and market share are growing, it is investing in manufacturing and distribution...

Individuals increasingly take the view that passive investments are the low-cost, no hassle option

Thursday 29 Feb 2024

Investors are increasingly turning to passive investment products such as tracker funds and exchange-traded funds as they seek a low-cost, uncomplicated way to get exposure to the markets. There are numerous reasons why trackers and ETFs are filling more portfolios. Underperformance by active...

Stock market crash four years on: why the recovery has been patchy

Thursday 15 Feb 2024

Shares in hundreds of UK and US-listed companies have not fully recovered since the Covid-19 pandemic triggered a global stock market crash in February 2020, even though most major market indices are now trading above that level. According to SharePad data, 196 stocks in the FTSE 350 and 149 stocks...

Retail sector: why it is important and four major challenges ahead

Thursday 01 Feb 2024

The retail sector accounts for £104 billion of the FTSE 350 index by value of its 22 constituents, making it of significant importance to the UK stock market and to any investor with exposure to UK equities. The fortunes of retailers can tell us about the state of the consumer and in turn provide...

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