magazine archive
magazine archive
Feature
TRUMP vs HARRIS
Thursday 26 Sep 2024With just over a month to go until the US presidential elections, Shares takes stock of where the two candidates stand in the polls and what the implications of a Democrat or Republican victory would mean for investors. There is no question the televised debate earlier this month was negative for...
The story behind China’s long-running e-commerce boom
Thursday 26 Sep 2024According to data from the US International Trade Administration China became the largest global market for e-commerce in 2021 with revenue of $1.5 trillion, overtaking the US itself. Also according to the government agency, the country accounts for 50% of the world’s web-based transactions...
Emerging markets: Chinese e-commerce and property and Mexican peso under pressure
Thursday 26 Sep 20241. Chinese e-commerce: Recent data has confirmed that China is experiencing prolonged softer demand. This has resulted in rising competition. This is especially noticeable in China’s e-commerce firms, which have reported mixed earnings for the most recent quarter. Despite this, our China e-commerce...
25 years of bumper returns
Thursday 19 Sep 2024Anniversaries are often an opportunity to take stock so the Shares team has had a look at the best performing shares, funds and investment trusts since the magazine’s first issue in September 1999. Read on to discover the identity of the top performers and find out names we think will continue to...
US money market funds attract record inflows ahead of Fed rate cuts
Thursday 12 Sep 2024US money market funds raked in their biggest haul of the year in the month of August, some $127 billion, taking total cash assets to a record $6.26 trillion according to data from the Investment Company Institute. To put that into perspective the total value of all publicly traded US stocks is $56...
What is thematic investing and how can you do it?
Thursday 12 Sep 2024A report published in 2023 by BNP Paribas showed that 70% of investors surveyed expected to increase their focus on thematic investing over the following three years. Clearly this is an area which is moving into the mainstream at pace but what exactly is thematic investing and how should investors...
What next for Nvidia?
Thursday 12 Sep 2024As we write AI (artificial intelligence) chip champion Nvidia (NVDA:NASDAQ) has fallen more than 16% since reporting second quarter numbers. That’s the equivalent of losing an entire Procter & Gamble (PG:NYSE) or two AstraZeneca’s (AZN) , the UK’s largest listed company. To lose one AstraZeneca...
An Ageing World
Thursday 05 Sep 2024It’s said there are only two certainties in life – death and taxes – and as it stands the world is steadily getting older, with not enough births or young people coming through to offset the increasing ranks of the middle-aged and old-aged. Moreover, according to the United Nations’ latest World...
Discover the most shorted stocks on the UK market
Thursday 05 Sep 2024You might not think online grocery retailer Ocado (OCDO) , luxury goods group Burberry (BRBY) and UK water utility giant Pennon (PNN) have much in common. However, they are all among the most shorted stocks according to data from the FCA (Financial Conduct Authority) daily short position report...
Emerging markets: small-cap outperformance, second quarter earnings and rates outlook
Thursday 29 Aug 20241. Rotation into small caps: Small-capitalisation (small-cap) stocks in emerging markets (EM) rose in July but performed in line with large-cap peers. In the second quarter (Q2) there was a pause in their outperforming trend. The likely catalyst we see for small caps to resume outperformance...