magazine archive
magazine archive
Feature
The advertising and data strategy behind Reach’s stellar share price gains
Thursday 12 Aug 2021For a business involved in the tricky task of selling newspapers in what is certainly a dwindling market, readers may be surprised to know that media group Reach ( RCH ) has seen its share price rise eightfold in the past 12 months. Key to its success has been strong growth in its digital interests...
Winners and losers in the $1 trillion ‘American Jobs’ infrastructure bill
Thursday 12 Aug 2021Coming in at more than 2,000 pages, the bipartisan bill to revamp the US’s ageing – and in some cases crumbling – infrastructure has taken months to put together and has inevitably resulted in a compromise. While president Joe Biden can take many positives from the deal, which forms a crucial part...
Nervous about the markets? Buy these stocks and funds to protect your wealth
Thursday 05 Aug 2021There are plenty of reasons to be more cautious about the markets despite the flagship US stock indices, the S&P 500, continuing to hit new highs. Investor nervousness is increasing. Just look at how many companies have recently beaten earnings forecasts, but their share prices have fallen as...
The big winners from the AI revolution
Thursday 05 Aug 2021Artificial intelligence or AI has both the ability to revolutionise business models and to create significant returns for shareholders who invest in the right AI plays. The increasing availability of data sets coupled with the collapse in computing costs means that AI is now coming of age. The...
Will a lack of skilled and willing workers derail the UK economic recovery?
Thursday 05 Aug 2021Sunday 1 August saw the last taper of the Government’s job retention scheme. For the final two months of furlough employers will have to stump up 20% of a worker’s salary as well as paying pension and national insurance contributions. We’ve been here before and the last go-around forced the hand of...
DIY Boom: Why there’s more to come and the stocks to buy now
Thursday 29 Jul 2021One of the very few positive effects of last year’s pandemic was an increase in consumers spending on the repair, maintenance and improvement of their flats and houses. Having been confined indoors for months at a time, it didn’t take long for people to set about redecorating and adding more indoor...
Same-day delivery: the next battleground in the grocery war
Thursday 29 Jul 2021As Winston Churchill famously observed while he was working to form the United Nations after the Second World War, ‘Never let a good crisis go to waste’. In a similar vein, UK tech entrepreneurs have made full use of the Covid pandemic and the radical shift in peoples’ shopping habits to launch a...
Discover how Xaar is overcoming its troubled past
Thursday 29 Jul 2021Get ready for inkjet print head designer Xaar ( XAR ) to deliver a sharp recovery in earnings. The appointment of a new management team with deep industry experience is successfully reinvigorating the group’s business model. The group is benefiting from a strong product pipeline, coupled with a...
Emerging markets: Views from the experts
Thursday 29 Jul 20211. Inflation concerns in the United States have reemerged as a stimulus-fueled global economy springs back from the depths of the pandemic. The recent shift in the US Federal Reserve’s (Fed’s) tone on inflation reflects the solid demand backdrop that we have observed. Our view is that inflationary...
How Taiwan Semiconductor became the most valuable emerging markets company
Thursday 29 Jul 2021The importance of emerging markets to the global technology sector has been brought home by the current chip shortages affecting the manufacture of everything from smartphones to white goods and road vehicles. Semiconductor foundry Taiwan Semiconductor Manufacturing or TSMC for short is one of the...