magazine archive
magazine archive
Feature
Fund managers with hands-on experience
Thursday 24 Apr 2025When it comes to fund selection, savvy investors will rightly focus on the investment philosophy and process, the vehicle’s charges, as well as past performance. In terms of the qualities of the portfolio manager, many investors will look for long-term experience in the financial world or extensive...
Which sectors dominate the Korean market and how has it performed?
Thursday 24 Apr 2025Despite hosting several innovative companies, South Korean shares have lagged global and emerging market indices over the long term. Some of this relates to the recent struggles of Samsung Electronics (005930:KRX) which still has a near-25% weighting in the MSCI Korea index. This helps obscure the...
Emerging markets: South Korea, trade and tariffs and Chinese banks
Thursday 24 Apr 20251 . Trade. The United States accounts for 13% of global imports, down from 20% two decades ago. The European Union (EU) and China account for 20%. While Liberation Day had a dramatic impact on equity markets globally, we believe the optimal response for the largest trading nations is to increase...
Why do share buybacks matter so much nowadays?
Thursday 17 Apr 2025These days it seems as though every company and their dog are buying back shares, if the morning flood of RNS (regulatory news service) announcements is anything to go by. Out of 300-odd news stories each day from 7am, by our reckoning over a third are ‘transaction in own shares’. Although it...
Why now is the time to sharpen your pencil and make a shopping list
Thursday 17 Apr 2025Watching the wild gyrations of the stock market every day is not healthy, and even those of us whose job it is to analyse and comment on events need to step away every now and then to try and see the big picture. Our motto throughout the sell-off prompted by president Donald Trump’s ‘Liberation Day...
Gold at $4,000: What it would take for the precious metal to hit this milestone
Thursday 17 Apr 2025In mid-February we posited the idea that gold might hit $3,000 per ounce in the not-to-distant future, and within a month the precious metal had pushed through this level. After sharing in the broader sell-off which followed ‘Liberation Day’, gold has begun to shine once more and in this article we...
What to think about when markets are volatile in the run-up to your retirement
Thursday 17 Apr 2025The recent volatility in the global stock markets triggered by Trump’s ‘Liberation Day’ tariff announcement may have panicked people approaching retirement or already in drawdown. For those who are still more than a decade away from retirement, they can sit tight and not be too fazed by short-term...
Dialling down the risk as tariff fears stalk markets
Thursday 10 Apr 2025The sweeping tariffs unveiled by president Donald Trump on 2 April 2025, dubbed ‘Liberation Day’ by the administration, have significantly impacted financial markets, seemingly disrupting decades of economic norms, at least in the short term. We discuss the details and initial market reaction...
What the experts are saying about the tariff-driven selling
Thursday 10 Apr 2025M ark Hawtin, head of Liontrust global equities team: ‘We can understand why markets have reacted as they have because, if fully enacted, the tariffs have far-reaching impacts and many unintended consequences. Trump is single-handedly meting out huge cost problems on the iconic brands created in...
How two Czech billionaires are planning to dominate the UK’s postal locker market
Thursday 03 Apr 2025With online sales rising to 30% of all retail sales last year, according to the Office for National Statistics, there are more parcels than ever ending up on people’s front doorsteps. This has created an opportunity for unscrupulous criminals to steal goods from unsuspecting citizens who may not be...