magazine archive
magazine archive
Feature
Don't be tempted to buy the housebuilders on weakness
Thursday 10 Feb 2022Investors for whom the housebuilders were a low-risk place to put their money up to and even after the pandemic have had a rude awakening in the last month or so. While most firms had already put money aside for fire safety work, the government’s warning they were liable for up to £4 billion of...
Fundsmith late to Alphabet and Amazon party but still no S&P 500 tracker
Thursday 10 Feb 2022Terry Smith might be Britain’s favourite fund manager. Having built up an army of retail investor fans with his flagship Fundsmith Equity (B41YBW7) vehicle, he is often compared to Warren Buffett, such is his laser focus on a deceptively simple three-point investment strategy; buy good companies,...
Glencore’s stake in crop trader could be worth up to $10 billion
Thursday 03 Feb 2022Commodities giant Glencore ( GLEN ) could be in line for a multi-billion-dollar windfall if calculations by analysts at UBS are right. The company is rumoured to be thinking about offloading its near-50% stake in crop trading firm Viterra, which itself recently snapped up US rival Gavilon in a $1...
Time to load up after the big tech sell-off
Thursday 03 Feb 2022Is it time to buy the technology sell-off and load up on some of the market’s top growth stocks? It is one of the biggest questions currently facing DIY investors and the answer may depend on your own personal circumstances. However, in our view there is a strong case for buying some of the higher...
Plotting our position in the market cycle and what comes next
Thursday 03 Feb 2022It is tempting to say the recent tumultuous sell-off in global markets is different to previous pullbacks. This is on the basis it was triggered by investors reacting to the risk of the US Federal Reserve and other central banks raising interest rates, rather than a global pandemic or fundamental...
Flash sale: five quality stocks to buy now
Thursday 03 Feb 2022With global stock markets going through a rocky patch, triggered by the US central bank signalling the end of loose monetary policy, Shares believes now is an opportune time to pick up high-quality shares which may have been oversold in the broad market correction. There is a lot of uncertainty and...
Surviving the market sell-off
Thursday 27 Jan 2022It has been a tricky start to the year for investors. Some popular stocks and funds have fallen by more than 20% in less than a month, leaving portfolios battered and bruised. At the time of writing (25 Jan), the technology-rich Nasdaq index in the US was down 12.5% so far in 2022. This compares...
The reasons behind Microsoft's $68.7 billion Activision Blizzard gamble
Thursday 27 Jan 2022Microsoft has never been afraid to take risks with big acquisitions. Past deals for Skype ($8.5 billion), Nuance ($19.6 billion) and LinkedIn ($26.2 billion), in internet communications, transcription software and professionals networks respectively, prove that. But investors can expect the...
BRIC power rankings over the last decade
Thursday 27 Jan 2022A grouping and term first employed in the early noughties but less widely used today, the so-called BRIC countries – Brazil, Russia, India and China – nonetheless remain comfortably in the ranks of the largest developing countries by GDP and dominate emerging markets indices. Because emerging...
Emerging markets: Views from the experts
Thursday 27 Jan 20221 . We believe China’s market valuations appear to be near a floor and could be well-supported from here. We expect China to maintain its zero-Covid-19 stance well into the year to safeguard the success of the Winter Olympics and the Chinese Communist Party’s 20th National Congress. International...