magazine archive
magazine archive
Feature
Should investors be looking to emerging markets after Liberation Day?
Thursday 22 May 2025On 2 April the new Trump administration effectively threw a lot of balls in the air with its tariffs announcement in the Rose Garden and markets are still working out exactly where everything will land. Emerging markets such as China, Vietnam, Taiwan and Indonesia and others were viewed the ‘worst...
Quality stocks
Thursday 15 May 2025‘Quality investing’ is the style pursued by the world’s greatest investor Warren Buffett, who recently announced his retirement as chief executive of Berkshire Hathaway (BRK.B:NYSE) after more than sixty years presiding over the Omaha-based investment powerhouse. Buffett’s focus on only buying...
Everything has changed and yet nothing has changed at Berkshire Hathaway
Thursday 15 May 2025At Berkshire Hathaway’s (BRK.B:NYSE) shareholder meeting on 3 May, Warren Buffett announced plans to step down as chair and chief executive after six momentous decades at the helm of the Omaha-headquartered conglomerate. The 94-year-old stunned the assembled throng of devotees by declaring it was...
UK dividends fall in first quarter due to fewer specials and more buybacks
Thursday 15 May 2025According to the latest Dividend Monitor report from Computershare, which looks after the share registers of 900 companies, total UK corporate dividend payments fell 4.6% or £700 million in the first quarter of this year to £14 billion. The decline was mainly due to lower one-off special dividends...
How I manage my pension investments, or ‘knowing your limitations’
Thursday 08 May 2025As I’ve explained in previous articles, I’m an income-focused investor rather than someone who chases capital gains. The decision to focus on income comes down to two factors – first, it’s not easy to find stocks which can guarantee you capital gains, whereas over the years I’ve bought several...
Battle of the brands: Reckitt vs Unilever - which has the best turnaround tune?
Thursday 08 May 2025For years, consumer goods powerhouses Unilever (ULVR) and Reckitt Benckiser (RKT) were two of the UK stock market’s more reliable performers, prized by investors for their global scale, predictable earnings, rising dividends and share buybacks generated off the back of their enviable brands. These...
How did latest US mega-cap tech earnings shape-up?
Thursday 08 May 2025If we’re in for leaner times as recession risks rise, it’s quarters like this that will remind investors not to bet against big tech. We’ve now had latest quarterly numbers from Apple (AAPL:NASDAQ) , Amazon (AMZN:NASDAQ) , Meta Platforms (META:NASDAQ) and Microsoft (MSFT:NASDAQ) , led by Alphabet (...
Are we witnessing the beginning of the end of ‘US exceptionalism’?
Thursday 01 May 2025The market upheaval of the last month may be over for now, but it has left global investors with a big lingering doubt – can they still trust the US? The day after US stocks enjoyed one of their biggest rallies in history (9 April), equities, bonds and the dollar all went into reverse as traders...
Small World: Delistings, contract wins, a maiden dividend and a new addition to AIM
Thursday 01 May 2025Barely a month seems to go by without another small cap company announcing its intention to delist from the London stock market. The latest escapee is leading cell therapeutics firm MaxCyte (MXCT:AIM) which announced its intention to cancel its AIM listing on 15 April. The proposed cancellation, if...
Can Tesla get back on track? The bull and bear arguments for the electric vehicle maker
Thursday 01 May 2025First quarter earnings from Tesla (TSLA:NASDAQ) landed with a thud and came as a stark reminder of the company’s dual identity: a visionary leader in electric vehicles and autonomous technology, yet a business grappling with near-term financial turbulence, and a brand damage stink that could linger...