magazine archive
magazine archive
Feature
How the mini-Budget crisis highlighted a big fund redemption problem
Thursday 20 Oct 2022The crisis sparked by the mini-Budget (23 September) may have calmed for now thanks to the intervention of new chancellor Jeremy Hunt but the issues raised by this episode have not gone away. As is often the case during periods of market stress previously obscure areas come into focus and that’s...
Can Lloyds ride out the storm? More than two million shareholders hope it can
Thursday 20 Oct 2022When Lloyds Banking ( LLOY ) announced three years ago it would start paying quarterly dividends, its reasoning was it wanted to provide ‘a more regular flow of income’ to its army of retail shareholders. By the bank’s estimate it had around 2.4 million shareholders at the time, of which ‘the vast...
PepsiCo offers everything investors want: pricing power, earnings upgrades and confidence
Thursday 20 Oct 2022It’s the little luxuries in life that keep us going – a fizzy drink or packet of crisps is the comfort blanket which can get us through the stresses and strains of everyday life. Little wonder then that PepsiCo (PEP:NYSE) continues to thrive despite the tricky consumer backdrop. PepsiCo doesn’t...
The big 60/40 debate: are stocks and bonds still enough for investors?
Thursday 20 Oct 2022There have been few hiding places for investors in 2022 and to make matters worse, bonds which have historically provided some protection, have clocked up double-digit percentage losses. This means traditionally conservative 60/40 portfolios, a bedrock of many retirement pots, have suffered losses...
Why you should adopt an eyes and ears approach to investing
Thursday 13 Oct 2022‘Recent market falls have given us the opportunity to buy some great companies at sensible prices,’ says Simon Edelsten, co-manager for investment trust Mid Wynd International (MWY) and the open-ended Artemis Global Select (B568S20) fund. ‘If you look at some of our buys this year you might say we’...
Where are markets heading next and what should investors do?
Thursday 13 Oct 2022There is an old saying that no-one rings a bell when the market is at the top, but by the same token neither is there a clear-cut signal to buy when markets reach the bottom. Yet after a brutal year for stocks – and a particularly tough third quarter – it is beginning to feel as though the worst of...
Why do companies buy their own shares and does it add value?
Thursday 13 Oct 2022Share buybacks have increased greatly in popularity in the last 20 years as companies look for ways to boost their earnings per share other than through their operating performance. However, do buybacks actually add any value for shareholders or are they a gimmick? HOW AND WHY TO COMPANIES BUY...
Reasons why it pays to invest in small caps despite recent sell-off
Thursday 06 Oct 2022Following on from the pandemic and war in Ukraine, UK stocks are being buffeted by headwinds from hot inflation, rising rates and the cost-of-living crisis. But it is UK small and mid-cap investors that have endured the toughest period over the past year, with the small cap, mid cap and AIM indices...
Aftershock: what could happen next after the mini-Budget earthquake
Thursday 06 Oct 2022The UK market remains in turmoil as the aftershocks unleashed by the mini-Budget earthquake on 23 September continue to rumble. Despite the Government’s U-turn on the 45% tax cut, investors are still wondering what will happen next with gilts, the pound and companies in their portfolio. In this...
Weak pound raises the prospect of more UK takeovers
Thursday 06 Oct 2022Weakness in the pound will only serve to heighten the likelihood of foreign companies buying UK businesses. We saw this happen when the pound slumped after the EU referendum on Brexit in 2016, including takeovers for chip giant Arm and broadcasting group Sky. UK stocks have been cheap on a relative...