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Emerging markets comeback: weighing the prospects for a continued recovery
Thursday 17 Jul 2025Thanks to a topsy-turvy start to the year, driven by a combination of the new US administration’s unpredictable policies on trade and foreign relations, sticky inflation and the rise of geopolitical uncertainty and conflict, investors are broadening their horizons and reassessing how and where they...
What cleaner accounts might be telling investors about long-term shareholder value
Thursday 17 Jul 2025This feature looks at the increasing trend for companies to present adjusted financial figures and/or APM (alternative performance measures) and asks whether it may say something about the companies themselves. For example, do companies which provide unadjusted numbers make better long-term...
Why big US bank stocks are on a roll again
Thursday 10 Jul 2025Three months ago everyone was fretting over the impact of ‘Liberation Day’ tariffs on the US economy, the consumer, and the financial system. The S&P 500 Banks index fell more than a quarter, and JPMorgan Chase (JPM:NYSE) chief executive Jamie Dimon was warning of long odds for a ‘soft landing...
Under the radar funds: uncovering less well-known funds with strong track records
Thursday 10 Jul 2025A couple of weeks ago, Shares took a look at a handful of ‘under-the-radar’ stocks held by some of the most popular funds readers would be familiar with, such as Fundsmith (B41YBW7) , JPMorgan Growth & Income (JGGI) and Fidelity Special Situations (B88V3X4) . In this feature, we are...
Can one-time market star Future shine again?
Thursday 03 Jul 2025Specialist media group Future (FUTR) served up its latest disappointment in May, reporting a poor set of first-half results which it blamed on macroeconomic uncertainty. The full-year outlook was also revised downward and the company now expects a low-single-digit decline in full-year 2025 organic...
Small World: an artificial intelligence newcomer and the smaller company winners and losers
Thursday 03 Jul 2025As ever, it has been a busy time for small-cap investors, with companies joining the market and companies leaving the market, either of their own accord – as in the case of sports data provider 4Gloabl (4GBL:AIM) – or because they have been acquired, as in the case of Downing Renewables &...
Shining a light in the dark: Picking through a murky market outlook for the rest of 2025
Thursday 03 Jul 2025As we move through the midway point of 2025, after a frankly dizzying six months when it has felt like the world has been running on fast forward, it is a good time to take stock. In this article the Shares team, drawing on expert opinion, looks to cut through the noise and judge where we sit now...
Under the radar stocks owned by popular UK funds
Thursday 26 Jun 2025If you’ve been investing for a while, there’s a good chance that certain funds will have found their way into your portfolio. An S&P 500 and/or Nasdaq ETF are likely inclusions. FTSE 100, 250 and World Index trackers are very good bets, as are a handful of actively managed vehicles. Take...
Secret ingredients: Why stocks armed with patents can outperform
Thursday 26 Jun 2025Ownership of intellectual property (IP) is a clear sign a business boasts the ‘economic moat’ popularised by the world’s greater investor Warren Buffett, especially in industries that rely on innovation. A company’s ability to continually develop and protect its IP assets helps to defend its market...
How do valuations on Chinese shares compare to other emerging markets?
Thursday 26 Jun 2025Chinese shares, as represented by the MSCI China index, have outperformed wider emerging markets in the first part of 2025 but, overall, valuations still lag those seen in the wider developing and developed world. As at 31 May, constituents of the MSCI China index traded on an average forward PE (...