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The big rotation into value

Thursday 19 Nov 2020

Value investors often say there is no point trying to time the rotation back to their value style because it can happen in the blink of an eye and you often end-up chasing the move and paying higher prices. The market action on 9 November and follow-through in the intervening period certainly lends...

Latest takeovers focus on two specific groups of stocks

Thursday 12 Nov 2020

Takeovers are gathering pace, with many involving foreign companies seemingly keen to take advantage of cheaper valuations on the UK market. We see a common theme across the deals – bid targets are either businesses that have reached a point in their career where future growth might be hard to...

Is the vaccine news a game-changer or just a good start?

Thursday 12 Nov 2020

There are high expectations for Pfizer and BioNTech to win with their Covid-19 vaccine following the latest trial update which triggered a global stock market rally and installed hope in people around the world. The two companies will collate data until the third week of November before submitting...

Where we stand after markets’ vaccine boost

Thursday 12 Nov 2020

The near-5% gain for the FTSE 100 on 9 November reflected news of extremely positive results for the vaccine being developed by Pfizer and BioNTech. This was the biggest gain since the index surged 9.1% on 24 March when investors reacted to a rescue mission by central banks during the wild trading...

McDonald’s beats expectations but Beyond Meat bombs

Thursday 12 Nov 2020

The world’s biggest fast-food chain, McDonald’s served up third quarter sales slightly ahead of forecasts and said it would launch various new initiatives to help it gain market share. Global revenues for the last quarter were down 2% to $5.42 billion, fractionally above market estimates but a...

Investors reposition portfolios after Biden win

Thursday 12 Nov 2020

Joe Biden’s projected victory in the US presidential election has given certainty to stock markets over the future of the world’s largest economy. Democrat candidate Biden has edged out the Republicans’ Donald Trump, though it looks like Congress will remain divided with the Democrats taking...

Stocks soar despite US election chaos with Congress gridlock likely

Thursday 05 Nov 2020

Stock markets have reacted positively to the US presidential election race despite it becoming clear it could take a matter of days before the result is known. The biggest fear for investors is a contested outcome, with Republican candidate Donald Trump claiming electoral fraud and threatening to...

Alibaba left with bloody nose as Ant IPO shelved at the 11th hour

Thursday 05 Nov 2020

China’s online shopping giant Alibaba saw more than $75 billion wiped off its market value after the shock late postponement of Ant Group’s initial public offering ( IPO ). Ant had been set to go public on the Hong Kong and Shanghai exchanges today (5 November) in what would have been the largest...

How ‘Lockdown 2’ news impacted the markets

Thursday 05 Nov 2020

London’s blue chip benchmark index seemingly took the imposition of a new England-wide lockdown in its stride, the FTSE 100 finishing 2 November with a 1.4% gain to 5,654 points, helped by a weaker pound. However, the more domestically focused FTSE 250 fell by 0.2% as investors fretted over the...

Horizon Discovery and LiDCO surge on agreed takeover bids

Thursday 05 Nov 2020

The announcement of second lockdown measures in England gave biotechnology shares involved in Covid-19 testing another a boost with Avacta ( AVCT:AIM ) , Omega Diagnostics ( ODX:AIM ) , Genedrive ( GDR:AIM ) all registering gains. However these moves were overshadowed by the 110% gain in gene cell...

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