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Is AI creating a tech bubble? Find out what the experts think
Thursday 27 Jun 2024That chip designer Nvidia (NVDA:NASDAQ) is now vying for the position of the world’s largest company is arguably less startling than the ‘blink and you’ve missed it’ manner in which it has happened. It took Apple (AAPL:NASDAQ) five years to bridge the $1 trillion to $3 trillion market cap gap,...
The future of trackers
Thursday 20 Jun 2024Over the coming years investors in ETFs (exchange-traded funds) can expect further flexibility and choice as actively managed products move into the mainstream and a broader range of themes and investment areas are captured by the industry. In this article we will look at some of the emerging...
Investors turn their eyes to the skies again amid market space race
Thursday 13 Jun 2024The space sector is gaining traction with investors again amid increased activity among names spanning US aircraft maker Boeing (BA:NYSE) , defence giant BAE Systems (BA.) and Elon Musk-backed SpaceX. On 5 June Boeing launched its long-delayed astronaut capsule Starliner towards the International...
How to find quality stocks
Thursday 13 Jun 2024‘ Quality investing’ is the style pursued by the world’s most famous investor Warren Buffett and Terry Smith, arguably the best-known British fund manager who runs the five-star Morningstar-rated Fundsmith Equity (B41YBW7) and consistently favours quality firms. Quality investing has generated...
How the banks bounced back
Thursday 06 Jun 2024UK banks have enjoyed a renaissance in 2024. And, while the snap UK election put paid to plans for a big share sale in NatWest (NWG) , anticipation of a ‘Tell Sid’ style offer definitely put the spotlight on the sector. As such, now is a perfect time to take an in-depth look at the banks’ relative...
Investors have four options with the blockbuster National Grid rights issue
Thursday 06 Jun 2024On 23 May, power network operator National Grid (NG.) announced a bumper £7 billion fundraise to help finance a five-year £60 billion investment plan. Known as a ‘rights issue’, the exercise involves shareholders making a decision whether or not to buy discounted shares in the group. As is the case...
Emerging markets: Chinese recovery, shifting rate expectations and commodities surge
Thursday 30 May 2024China: Chinese equities have rebounded, reversing the negative returns recorded in the first quarter. Catalysts for the improvement in performance included positive developments in the real estate sector. A Chinese property developer announced agreement with its bond holders to restructure its...
Small world: our monthly round-up of goings on in UK small caps
Thursday 30 May 2024We kick off this month with two more takeovers, or attempted takeovers, of UK small-cap firms. On 21 May Singapore-based but UK-listed specialist engineer XP Power (XPP) rejected a bid from Denver, Colorado-based rival Advanced Energy Industries (AEIS:NASDAQ) . The firm said it had received a...
Change at the top
Thursday 30 May 2024There’s no doubt the shock departure of a star fund manager or well-followed stock picker is a red flag, but there are various reasons why successful portfolio managers choose to leave their investment management firm and therefore their funds. And, as with most aspects of investing, there are no...
Could now be the time to ‘go large’ on UK commercial property?
Thursday 30 May 2024Given the depressed valuation of the UK stock market – and the even more depressed valuation of UK commercial property – it was only a matter of time before someone came up with a fund to seize on the opportunities on offer. Enter Special Opportunities REIT , a new internally-managed real estate...