magazine archive
magazine archive
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What to expect in 2025
Thursday 12 Dec 2024Predicting what will happen to the global economy and markets over the next 12 months is hard enough at the best of times, but with Trump’s election victory on 5 November that job has become even more difficult. As Deutsche Bank’s head of global economics and thematics Jim Reid put it, the outlook...
Discover the stocks which outshone the rest in 2024
Thursday 12 Dec 2024The UK stock market has performed robustly over the past year, with several companies standing out significantly. In this article, we will examine the top-performing large-cap, mid-cap, and small-cap stocks of 2024, dissected across four different market valuation categories. £5 BILLION+ MARKET CAP...
Discover the FTSE 350 firms which delivered the biggest dividend increases in 2024
Thursday 12 Dec 2024Dividends are a key component of successful investing whether taken as an income to support retirement or reinvested to compound future total returns. With interest rates set to fall as inflation is gradually brought back under control dividend yields will become more competitive as a source of...
The funds which invest in Indian small- and mid-cap companies
Thursday 05 Dec 2024In October foreign institutional investors pulled an estimated $11.5 billion from Indian stocks as one of the world’s top performing markets of recent years hit a bit of a speed bump. Up until that point, small and mid-cap stocks had performed particularly strongly during the latest leg of the...
Discover the trusts and funds designed to provide investors with ‘a good night’s sleep’
Thursday 05 Dec 2024With US stocks trading close to all-time highs, valuations looking stretched and one of the narrowest markets on record, this could be an opportune moment to consider adding some defensive qualities to your portfolio through capital preservation funds and trusts. These products aim to protect your...
Finding genuine growth stocks: what the experts are buying
Thursday 05 Dec 2024In last week’s magazine, Shares focused on the methods by which leading fund managers identify genuine long-term growth opportunities, covering everything from the need for a growth mindset to bottom-up stock picking and the need to factor in top-down considerations. Now we turn the spotlight on...
What two pizzas ordered more than a decade ago tell us about Bitcoin
Thursday 05 Dec 2024Spare a thought for Laszlo Hanyecz. You may not have heard of him, but in 2010 he spent 10,000 Bitcoins on two pizzas, in one of the first ever ‘real world’ crypto transactions. The market value of those Bitcoins is now $950 million. Hanyecz is pretty stoic about it, but deep down he must know that...
What does it mean when a company is said to have a ‘wide moat’?
Thursday 28 Nov 2024Warren Buffett is often thought of as a value investor, yet what he actually looks for is companies with ‘economic moats’ or a sustainable competitive advantage over their competitors. ‘When you have a wonderful business, it’s like having an economic castle, but the nature of capitalism is people...
Emerging markets: Trump victory, risk of US IRA repeal and tariffs, South Korea cuts rates
Thursday 28 Nov 20241 . Republicans win: The US presidential election outcome is a resounding vote in favour of the policies proposed by Donald Trump, the new president-elect. Voter concerns about inflation and immigration also played a role in his success. The implications of the election outcome for emerging markets...
Apart from TSMC what drives the Taiwanese market?
Thursday 28 Nov 2024There’s no doubt the world’s leading chip manufacturer TSMC (2330:TPE) dominates the Taiwanese market – unsurprising given it’s near trillion-dollar valuation. However, while it has a more than 50% weighting in the MSCI Taiwan index there are some other interesting names. Undoubtedly Taiwan is a...