magazine archive
magazine archive
Feature
Time to buy biotech: How AI is supercharging an unloved sector
Thursday 31 Jul 2025The stark contrast between the excitement surrounding everything AI and the depressed state of the biotechnology sector tells a lot about the current polarisation of investor sentiment. Putting the numbers into context, the total value of the biotechnology industry is a mere ‘drop in the ocean’ $1...
Trump six months on: where next for markets, tariffs, crypto and more?
Thursday 31 Jul 2025On his return to the White House in January, Donald Trump promised lower taxes, more jobs, a clampdown on immigration and a new trade policy which would see the US become less reliant on overseas-supplied goods. Six months on, the US president has had quite an impact on business, consumers and...
Emerging markets: diversifying out of the US, tariff deadlines, Latin America
Thursday 31 Jul 20251 . Moody’s downgrades US credit rating: Questions over the safe-haven status of the United States as an investment market, a weakening US dollar and unpredictable policies have investors increasingly diversifying away from the United States. This may act as a catalyst for other asset classes, for...
Meet the big hitters driving the Brazilian stock market
Thursday 31 Jul 2025The Brazilian market has been a bright spot among global markets and emerging markets specifically in recent months but which are the names really driving this performance? In this article we highlight the names in the MSCI Brazil index with the chunkiest weightings to discover what they do and...
UK bank results suggest consumers are ‘resilient’ for now despite sluggish economy
Thursday 31 Jul 2025Whereas the biggest banks in the US, such as JPMorgan Chase (JPM:NYSE) and Bank of America (BAC:NYSE) , are heavily dependent on trading and investment banking for their profits, the UK’s big banks are mostly reliant on old-fashioned lending and deposit-taking. Granted, both Barclays (BARC) and...
Could climate change trigger a financial crisis?
Thursday 24 Jul 2025As anyone who has been watching the news will know, droughts, wildfires and floods are no longer one-in-a-hundred-year or one-in-a thousand-year events, they are becoming more widespread, they are happening more regularly, and their effects are becoming more devastating. California, Texas, New York...
BP vs Shell
Thursday 24 Jul 2025The divergence in fortunes between Shell (SHEL) and BP (BP.) in recent times has been striking and arguably reached its apotheosis with reports in June 2025 the former was set to make a bid for the latter. Shell has consistently poured cold water on this speculation but, if nothing else, the fact a...
US bank profits top forecasts but shares fail to make headway
Thursday 24 Jul 2025After a big build-up and a near-50% rally in the US bank sector index from its April low, the second-quarter earnings season has been something of a damp squib. Granted most banks beat forecasts, but there was none of the usual buying frenzy. First out of the gate, as always, was Wall Street giant...
Emerging markets comeback: weighing the prospects for a continued recovery
Thursday 17 Jul 2025Thanks to a topsy-turvy start to the year, driven by a combination of the new US administration’s unpredictable policies on trade and foreign relations, sticky inflation and the rise of geopolitical uncertainty and conflict, investors are broadening their horizons and reassessing how and where they...
What cleaner accounts might be telling investors about long-term shareholder value
Thursday 17 Jul 2025This feature looks at the increasing trend for companies to present adjusted financial figures and/or APM (alternative performance measures) and asks whether it may say something about the companies themselves. For example, do companies which provide unadjusted numbers make better long-term...