magazine archive
magazine archive
Feature
The Indian conglomerates which have helped drive strong returns
Thursday 30 Jan 2025Of the top 10 largest constituents of the MSCI India index, two are conglomerates and one is part of Tata Group – the largest Indian conglomerate of them all. A business structure which has gone out of the fashion in the West is clearly still very much alive and kicking in India – which is the star...
Six great small caps to buy today
Thursday 30 Jan 2025Small caps still remain largely out of favour with the market but that doesn’t mean there aren’t some great opportunities out there. True, fishing in this part of the market can be riskier than going for larger companies, and it’s really important investors understand this, but there is also the...
What I learned from a trip to SRT Marine for its AGM
Thursday 30 Jan 2025Not living in ‘the big smoke’ has many benefits, but as a journalist it does mean missing out on lots of company meeting and presentations. Now and then, however, a locally-based firm will host an event, and so it was I found myself last Thursday morning heading to Midsomer Norton, just south of...
US banks reap the spoils of post-election jump in risk assets and funding
Thursday 23 Jan 2025As we predicted a fortnight ago, US banks enjoyed strong revenue growth in the fourth quarter of 2024 helped by elevated levels of trading in stocks and bonds as well as higher investment banking fees as companies took advantage of low borrowing costs and buoyant stock markets to raise fresh...
The festive retail scorecard: who has done best and worst?
Thursday 23 Jan 2025With most of the big names in the retail sector having reported we can get a decent picture of how the sector fared in the run-up to and during the festive period. A weak trading backdrop for non-food retail in October and November, before Santa delivered a return to growth in December, a month...
Quantum computing - Should you believe the hype and how can you get involved?
Thursday 23 Jan 2025Quantum computing has been setting the investment world on fire in recent months, and late last year, a handful of specialist stocks hit escape velocity. Between mid-November and the start of January, companies like Rigetti Computing (RGTI:NASDAQ) and D-Wave Quantum (QBTS:NYSE) , two of the most...
Investment trusts at crunch point
Thursday 16 Jan 2025The normally sleepy world of investment trusts received a wake-up call just before Christmas with the publication (18 December 2024) of a shareholder letter by activist investor Saba Capital Management calling for change at no fewer than seven well-known funds. Set up by hedge fund manager Boaz...
How the obesity drug market is evolving in unexpected ways as we enter 2025
Thursday 16 Jan 2025Out of nowhere the market for weight loss drugs has become one of the most exciting investment themes in the last two years, rivalling investor enthusiasm for AI. There is good reason for the excitement. Rod Wong, managing partner at RTW Biotech Opportunities (RTW) fund describes the development of...
Top managers reveal their hopes and fears for the year ahead
Thursday 09 Jan 2025As we ease into 2025, we asked some of the UK’s best-known fund managers to outline what they felt were the risk and opportunities facing markets in the year ahead along with a few of their top sector and stock ideas. We start with the potential risks the managers see for markets and end on a high...
Six of the best funds for 2025
Thursday 09 Jan 2025Funds play a really important role in most investors’ portfolios. Many of us may not have the time or the inclination to research our own investment ideas and would rather entrust a professional to pick stocks (and other investments for us). The strength of broad market indices, particularly global...