magazine archive
magazine archive
Feature
What next for Nvidia?
Thursday 12 Sep 2024As we write AI (artificial intelligence) chip champion Nvidia (NVDA:NASDAQ) has fallen more than 16% since reporting second quarter numbers. That’s the equivalent of losing an entire Procter & Gamble (PG:NYSE) or two AstraZeneca’s (AZN) , the UK’s largest listed company. To lose one AstraZeneca...
An Ageing World
Thursday 05 Sep 2024It’s said there are only two certainties in life – death and taxes – and as it stands the world is steadily getting older, with not enough births or young people coming through to offset the increasing ranks of the middle-aged and old-aged. Moreover, according to the United Nations’ latest World...
Discover the most shorted stocks on the UK market
Thursday 05 Sep 2024You might not think online grocery retailer Ocado (OCDO) , luxury goods group Burberry (BRBY) and UK water utility giant Pennon (PNN) have much in common. However, they are all among the most shorted stocks according to data from the FCA (Financial Conduct Authority) daily short position report...
Emerging markets: small-cap outperformance, second quarter earnings and rates outlook
Thursday 29 Aug 20241. Rotation into small caps: Small-capitalisation (small-cap) stocks in emerging markets (EM) rose in July but performed in line with large-cap peers. In the second quarter (Q2) there was a pause in their outperforming trend. The likely catalyst we see for small caps to resume outperformance...
How emerging market small caps compare with their larger counterparts
Thursday 29 Aug 2024Some of the big names in emerging markets like Taiwan Semiconductor Manufacturing Company (2330:TPE) and Chinese internet giant Alibaba (BABA:NYSE) will be well known to investors but there is a whole gamut of listed companies running all the way up and down the market value spectrum in the...
Small World: a whirlwind tour of some of the month’s big small-cap stories
Thursday 29 Aug 2024We start this month’s round-up with news of a bid at just shy of a 50% premium for oil and gas exploration company I3 Energy (I3E:AIM) from US-listed Gran Tierra Energy (GTE:NYSEAMERICAN) . The US firm, which has a market cap of $260 million, is paying roughly $225 million or £174 million for the...
Time for US rate cuts
Thursday 29 Aug 2024At the end of last year the market was pricing in 1.7% worth of US rate cuts for 2024 but here we are in late August and the Federal Reserve is yet to pull the trigger, largely due to stickier-than-expected inflation. However, after a series of false dawns, we may finally be approaching the point...
Are gold prices now too high?
Thursday 22 Aug 2024Gold prices remain within touching distance of the all-time highs of $2,510 set recently amid ongoing geopolitical tensions. The precious metal is up around 20% year-to-date outperforming most other asset classes. WHY HAS GOLD HIT NEW HIGHS It is not hard to see why investors have flocked to gold...
The race for income
Thursday 22 Aug 2024On 1 August the Bank of England’s Monetary Policy Committee made a 5-4 decision to kickstart its rate-cutting cycle. A 25 basis point reduction in the base rate to 5% marking The Old Lady of Threadneedle Street’s first cut since March 2020. This means cash savings rates are heading in one direction...
How regulatory changes could spark a new wave of cannabis companies
Thursday 15 Aug 2024Out of nowhere, signs of life are appearing in the cannabis sector following a near total collapse in share prices over the last three years. Unlike prior booms and busts, of which there have been many over the last six years, this latest flourish appears to have legs. The Financial Times reported...