magazine archive
magazine archive
Feature
Why emerging market debt to GDP ratios are lower
Thursday 25 Nov 2021There is a big difference in the public finances of emerging market countries and those in the developed world. For the most part emerging market countries have much lower levels of government debt to GDP (gross domestic product). According to the IMF (International Monetary Fund) the average debt...
Emerging markets: Views from the experts
Thursday 25 Nov 20211. As we examine the emerging market (EM) landscape today, the rise of leverage within economies is a key trend. Leverage can be a double-edged sword, as it can be positive, but also represents a source of risk. Over the past decade, the level of debt has gone up not just in EMs, but across the...
Why PayPal’s stock market kicking leaves a recovery opportunity
Thursday 18 Nov 2021Growth worries have put the brakes on PayPal’s exceptional share price progress since the summer, but we believe that a major cloud has been lifted recently that could spark a recovery. San Jose-based PayPal is probably the most familiar online payments platform to readers. It was the first digital...
ITV benefits from TV advertising revival
Thursday 18 Nov 2021The latest figures from free-to-air broadcaster ITV ( ITV ) have challenged the accepted view that linear television (where the viewer can only watch the programme scheduled by the broadcaster), is undergoing a period of rapid structural decline. It has been suggested that the trend for a younger...
Green machines: The ESG funds and trusts best placed to thrive
Thursday 18 Nov 2021In late September 2021, when the UK market had its most recent wobble, many ESG or ‘sustainable’ stocks and funds experienced a sharper sell-off than the FTSE All-Share index, prompting some to wonder if the boom in ethical investing had run its course. Fast forward to today and the best of those...
Pod Point and Rivian: the investment case behind two new electric vehicle plays
Thursday 18 Nov 2021As the COP26 climate summit fades into the middle distance it is clear that a key component of global leaders’ plans for reducing emissions is encouraging a big switch among businesses and individuals to EVs (electric vehicles). In the UK, sales of new diesel and petrol cars are already set to be...
Rising interest rates: what they mean for investments
Thursday 11 Nov 2021Bank of England governor Andrew Bailey may have earned the tag of an ‘unreliable boyfriend’ after the Bank’s Monetary Policy Committee confounded market expectations and kept interest rates at record lows at its latest meeting (4 Nov), but the message was clear: rate rises are coming. Mounting...
Water: the investment theme which is bubbling up nicely
Thursday 04 Nov 2021The argument for investing in the water sector is simple. Water is critical for both human life and commercial activity. Economic and business growth is contingent upon a steady stream of clean water. For these reasons water has been talked about as potentially the next big thing in terms of global...
Bill Ackman on the market outlook and his big bet on music
Thursday 04 Nov 2021Bill Ackman is one of the most famous investors active in the market today and his London-listed investment company Pershing Square Holdings ( PSH ) has enjoyed considerable success in recent years, generating a 58% return in 2019 and a 70% return in 2020, the latter helping it to gain a place in...
Games Workshop feels the wrath of its fan base
Thursday 04 Nov 2021Could the imaginary battlefields created by fantasy games and miniatures maker Games Workshop ( GAW ) become real life battlefields between the gaming community and management? The shares have dropped 20% in the last six weeks on no news apart from a trading update where management said trading was...