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Which countries have contributed the most to emerging markets outperformance in 2025?
Thursday 25 Sep 2025After a long period of doing worse than stocks in the developed world, emerging markets have outperformed handsomely in 2025. Up to the end of August the MSCI Emerging Markets index was up 19% versus 13.8% for the broader MSCI World index. A weaker dollar has been a big factor but which markets...
Emerging markets: India weathers tariffs, China shares at four-year high, mixed outlook in Middle East
Thursday 25 Sep 20251 . India – weathering higher tariffs: The United States increased tariffs on imports from India to 50% on August 27, 2025. The MSCI India Index has declined a modest 5% from its second quarter peak, weathering the initial tariff storm. These tariffs will likely impact an estimated 55%–65% of India...
Three investment lessons from observing Warren Buffett over four decades
Thursday 25 Sep 2025The Sage of Omaha, Warren Buffett, is arguably the best investor who ever lived which explains why 70,000 fans flock to Nebraska every year in the hope of discovering his investment secrets and insights. I have been following Buffett since the early 1990s when a colleague gave me a copy of the...
Our top share picks: Great ideas for the long term
Thursday 25 Sep 2025In this our final big feature as a weekly publication, the Shares team has gone to the ideas well one last time to identify five stocks that individual members of our team really like. There is a pretty broad spread of ideas both by market value and by sector, read on to discover more about these...
Are we about to see a resurgence of bad loans as the US economy slows?
Thursday 18 Sep 2025Although most US banks reported forecast-busting earnings for last quarter, with many describing the US economy and the consumer as ‘resilient’, we have started to notice a subtle increase in bad loans, which is often the precursor to a more general malaise. That doesn’t mean the US is necessarily...
Our fund selection
Thursday 18 Sep 2025In our penultimate issue in the current weekly format the Shares team identifies some of the actively-managed funds and trusts they like the best from the thousands on offer to UK investors. We have not used any specific selection criteria to come up with our list, these are just our writers’ best...
Stocks with a lasting edge: How companies can sustain a competitive advantage
Thursday 11 Sep 2025Identifying companies which have an edge over their competitors which they are able to maintain is an important component of investing. After all, it is the companies which possess these qualities which can deliver above average returns for longer than might otherwise be expected. In this context,...
Dull? The diversified financials sector is anything but
Thursday 11 Sep 2025Since they facilitate the flow of capital and debt, financial companies play a crucial role in oiling the wheels of the global economy and due to the fact it permeates almost every aspect of corporate and personal life, the vast financial services sector has been dubbed the ‘nervous system of...
Hedge fund filings reveal significant shifts in holdings in the second quarter
Thursday 11 Sep 2025Last month we revealed which stocks hedge funds had been shorting in the second quarter after the remarkable post-Liberation Day rally which has seen UK and UK markets hit record highs. This month, with the help of Joachim Klement and Susana Cruz of Panmure Liberum’s strategy, economics and ESG...
Oil's slip: what lower prices mean for the market
Thursday 04 Sep 2025Who would want to be an oil analyst, having to forecast where prices are likely to be in a month or even 12 months’ time? In the last five years alone, Brent crude futures have collapsed to below $20 per barrel – and infamously actually went negative at one point during mid-2020 – before soaring to...