magazine archive


magazine archive

Feature

Rain or shine – the defensive stocks that can weather any economic backdrop

Thursday 10 Nov 2022

The classic definition of a ‘defensive’ stock is one which provides stable earnings and consistent returns in all market environments, but especially when market conditions are tough. They usually have a big installed customer base, so there is a constant demand for their products or services, and...

Which of the big five tech stocks should you buy now?

Thursday 03 Nov 2022

Global investors hoping big tech earnings would come to the rescue of sliding stock markets will have been left disappointed after the latest round of results. The July to September quarter was a huge earnings disappointment for big tech companies and analysts don’t see much relief on the horizon...

Meet the dividend kings: stocks which keep on delivering inflation-busting income

Thursday 03 Nov 2022

Among the strategies that can richly reward those investors with a bit of patience is dividend growth investing. At its heart this involves putting money to work in companies that compound their earnings over time and convert a high proportion of profits into the cold, hard cash needed to fund...

Sell-off victims: big earners with the largest drops in valuation over five years

Thursday 03 Nov 2022

Higher interest rates have have reduced PE (price to earnings) ratios across the market with the brunt of the damage suffered by highly-rated growth shares. With only one in six stocks in the FTSE-All Share trading above their 200-day moving average, Shares investigates whether some names may...

Discover the UK stocks which are benefiting from the strong dollar

Thursday 03 Nov 2022

While US companies struggle with the impact of the strong dollar on their international revenues, FTSE 100 companies which have costs in sterling but record their sales in dollars should be quids in. The dollar may have come back a bit recently but taken on a medium-term view its performance...

What earnings from big US companies are saying about markets and the economy

Thursday 27 Oct 2022

As the US reporting season rolls on, what have we learnt so far about the domestic economy and the global outlook and what challenges are firms facing? We have already heard from the US banks that domestic consumers are bearing up despite higher food, energy and housing costs, and the economy is ‘...

More choices for income: Why dividend-paying funds still appeal despite better cash rates

Thursday 27 Oct 2022

With cash savings rates approaching 5% if you’re prepared to lock your money away for a few years, investors are starting to ask if this is a better place for their savings than taking the risk of investing in the stock market. Over the past decade or so, income funds have been popular investments...

How Saudi Arabia is making a strong start to life as an emerging market

Thursday 27 Oct 2022

Since its full inclusion in the MSCI Emerging Markets index in 2019 (and the emerging markets cohort of other index providers) Saudi Arabia has outperformed to an impressive degree. After a difficult start in the early stages of the pandemic, a subsequent recovery in oil prices has driven Saudi...

Emerging markets: Views from the experts

Thursday 27 Oct 2022

1. China National Congress. The week-long National Congress of the Chinese Communist Party (Congress) began on 16 October. This gathering takes place every five years and is expected to re-appoint Xi Jinping as the president for a new term of five years. The Congress will also appoint a new premier...

Boom and bust, where do investors now stand with semiconductor stocks?

Thursday 27 Oct 2022

In 2021, global semiconductor revenues hit a record 527.9 billion, yet so far, 2022 has been horrible for microchip stocks. Since the end of December 2021, the 30-stock Philadelphia Semiconductor benchmark, or SOX for short, has fallen 43%. For comparison, the S&P 500 has lost about 23%, the...

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