magazine archive
magazine archive
Feature
Big returns from small caps: How the experts find the stars of the future and our three best ideas
Thursday 10 Oct 2024Over the long haul, small-caps have historically outperformed large caps, fuelling the research highlighting the so-called ‘small-cap effect’ – the idea that smaller companies offer higher risk-adjusted returns than larger ones. Unfortunately, the higher interest rate environment of recent years...
A crunch Budget: What is in store for the markets and your money?
Thursday 03 Oct 2024Prime minister Keir Starmer and chancellor Rachel Reeves have made no bones about making ‘painful’ decisions in order to stabilise public finances and grow the economy, so investors are right to be nervous over what might be included in the Labour party’s first Budget since 2009 at the end of this...
Will China’s stimulus package make a difference for investors?
Thursday 03 Oct 2024On 24 September, the PBOC (People’s Bank of China) unveiled a major stimulus package to support economic growth, promote the expansion of consumption and investment and throw a lifeline to struggling industries and sectors. The central bank also announced a 800-billion-yuan ($114 billion) lending...
Small World: AI and healthcare IPOs and big contract wins
Thursday 26 Sep 2024We start the review on a positive note with the news of two small-cap IPOs (initial public offers), one in the healthcare space and one in the red-hot AI (artificial intelligence) space. Having sold its governance, risk and compliance software business to private equity earlier this year and...
TRUMP vs HARRIS
Thursday 26 Sep 2024With just over a month to go until the US presidential elections, Shares takes stock of where the two candidates stand in the polls and what the implications of a Democrat or Republican victory would mean for investors. There is no question the televised debate earlier this month was negative for...
The story behind China’s long-running e-commerce boom
Thursday 26 Sep 2024According to data from the US International Trade Administration China became the largest global market for e-commerce in 2021 with revenue of $1.5 trillion, overtaking the US itself. Also according to the government agency, the country accounts for 50% of the world’s web-based transactions...
Emerging markets: Chinese e-commerce and property and Mexican peso under pressure
Thursday 26 Sep 20241. Chinese e-commerce: Recent data has confirmed that China is experiencing prolonged softer demand. This has resulted in rising competition. This is especially noticeable in China’s e-commerce firms, which have reported mixed earnings for the most recent quarter. Despite this, our China e-commerce...
25 years of bumper returns
Thursday 19 Sep 2024Anniversaries are often an opportunity to take stock so the Shares team has had a look at the best performing shares, funds and investment trusts since the magazine’s first issue in September 1999. Read on to discover the identity of the top performers and find out names we think will continue to...
US money market funds attract record inflows ahead of Fed rate cuts
Thursday 12 Sep 2024US money market funds raked in their biggest haul of the year in the month of August, some $127 billion, taking total cash assets to a record $6.26 trillion according to data from the Investment Company Institute. To put that into perspective the total value of all publicly traded US stocks is $56...
What is thematic investing and how can you do it?
Thursday 12 Sep 2024A report published in 2023 by BNP Paribas showed that 70% of investors surveyed expected to increase their focus on thematic investing over the following three years. Clearly this is an area which is moving into the mainstream at pace but what exactly is thematic investing and how should investors...