magazine archive
magazine archive
Feature
Discover how Tim Martin turned Wetherspoon into a high street champion
Thursday 19 Dec 2024Pubs group JD Wetherspoon’s (JDW) value credentials continue to shine through. According to fund manager Anna Farmbrough at Ninety One the company has doubled its average price advantage over competitors to 40% since the pandemic. Farmbrough notes that a few years ago there were three pubs in her...
Emerging markets: tariffs, inflation and South Korean politics
Thursday 19 Dec 20241 . Tariffs: President-elect Donald Trump has indicated he will impose new tariffs on three of America’s leading trading partners. He plans to sign an executive order placing 25% tariffs on goods imported from Canada and Mexico on day one of his presidency, with an additional 10% on goods from...
Profiling the South Korean stars beyond Samsung
Thursday 19 Dec 2024It may have had a tough time of late but consumer electronics and technology hardware outfit Samsung (005930:KRX) still dominates the South Korean market. If you include the preference shares it has a near-30% weighting in the MSCI Korea index. However, there are some other interesting businesses...
Find out which stocks surprised leading fund managers the most in 2024
Thursday 19 Dec 2024In the first part of a three-part series featuring opinions and ideas from some of the UK’s leading fund managers, we asked which stocks have surprised them the most over the course of the 2024 and why. While it was hard to avoid the influence of AI (artificial intelligence) on portfolios, the...
Surprise star turns and shock disappointments litter our best 2024 picks performance
Thursday 19 Dec 2024What a mixed year this has turned out to be for Shares’ best ideas for 2024. That our one star turn stock was an annuities and lifetime mortgage specialist, even if it was ‘screamingly cheap at its current price’, as we originally noted, and the supposedly exciting tech growth picks have been dull-...
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...