magazine archive
magazine archive
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Why Indivior shares have risen six-fold in two years
Thursday 26 May 2022In a rough start to 2022 for markets one stock which has bucked the general trend is pharmaceutical company Indivior ( INDV ) , whose shares are up 30% year-to-date. In this article we uncover the reasons for recent share price strength and argue that strong earnings momentum can continue to drive...
How Buffettology and Free Spirit funds can bounce back from underperformance
Thursday 26 May 2022Sanford DeLand’s CFP SDL UK Buffettology (BF0LDZ3) and CFP SDL Free Spirit (BYYQC27) funds have forged top-notch long-term performance records since respective launches in 2011 and 2017 thanks to the unwavering pursuit of ‘Business Perspective Investing’, a quality-focused approach championed by ‘...
Emerging markets: Views from the experts
Thursday 26 May 20221. The global growth scare amid the war in Ukraine and significantly higher US interest rates over the next 12 months, combined with the impact of rising input costs, imply slower future profit growth. Consensus expectations for the MSCI World Index is for earnings growth to decline to 8% in 2023,...
How does China’s growth target for 2022 compare with the rest of the world?
Thursday 26 May 2022Despite mounting scepticism, if China can shake off its Covid restrictions and Beijing adopts helpful monetary and fiscal policies, the world’s second largest economy may yet make its 5.5% GDP growth target for 2022. If it pulls this off, how would it compare with other countries in the developed...
Time to buy bonds: reasons why they are not as boring as you think
Thursday 19 May 2022We believe now is a good time to consider adding certain bonds to your portfolio. In this article we discuss the reasons why and reveal the best bond funds to buy. Bond markets have been through one of their most challenging times ever after the US Federal Reserve’s pivot towards raising rates...
Different ways to get technology exposure via low-cost tracker funds
Thursday 19 May 2022What if global stock markets are close to bottoming? What if economies around the world largely avoid recession, with inflation becalmed without excessive tightening of monetary policy by central banks? If so, tech could come roaring back. A rose-tinted prospect perhaps, yet it is not inconceivable...
Why investors should still avoid THG after its 80% share price fall
Thursday 19 May 2022Online retailer and logistics provider THG ( THG ) presents investors with a major conundrum at the moment. The shares currently trade at 114p compared with their post-IPO highs of 800p, while valuations vary from 110p to 700p depending on which analyst’s research you read. Most brokers have a ‘buy...
This might happen to bitcoin now interest rates are rising
Thursday 12 May 2022In one corner there is the co-founder of PayPal (PYPL:NASDAQ) and secretive data analysis platform Palantir (PLTR:NYSE) . In the other, arguably the best investment double act ever. Peter Thiel and Warren Buffett/Charlie Munger respectively have been throwing cryptocurrency brickbats at each other...
Will stock markets recover soon? We examine what's gone wrong and what might come next
Thursday 12 May 2022Many investors are frustrated that a lot of the stocks, funds and bonds in their portfolios have fallen in value this year. It’s been a chaotic time on the markets and negative events keep unfolding. Inflation is at levels not seen for decades, the first major European war of the 21st century has...
Three great stocks for sustainable income in an inflationary environment
Thursday 12 May 2022Savers and investors searching for decent income have been starved over the last decade as central banks have engaged in quantitative easing which kept interest rates artificially low. The pandemic and the war in Ukraine have changed the landscape dramatically. Interest rates are now on the rise...