magazine archive
magazine archive
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Plenty of companies are issuing good news despite the difficult backdrop
Wednesday 01 Jun 2022With markets being buffeted by concerns over rising inflation and slowing growth – the dreaded ‘stagflation’ – and nothing but negative headlines it’s easy to be despondent about the outlook for UK businesses. Yet, having scanned all the company announcements of the last couple of weeks, it’s clear...
What to do when one of your investments goes wrong
Thursday 26 May 2022The secret to creating lasting wealth, we are invariably told, is to let your winners run and not be tempted to sell them too early. There must be thousands of people who invested in Apple (AAPL:NASDAQ) or Amazon (AMZN:NASDAQ) early on and were happy to cash in after doubling their money, whereas...
Cut-price quality: Get into these FTSE 350 stars at a cheaper level
Thursday 26 May 2022As 2022 began many investment experts were whistling a similar tune; that conditions still look good but the rip-roaring rallies powered by the reopening are history. Growth will ease. Returns will moderate. Risks abound—but so do opportunities. As we close in on the halfway stage of 2022 investors...
Why Indivior shares have risen six-fold in two years
Thursday 26 May 2022In a rough start to 2022 for markets one stock which has bucked the general trend is pharmaceutical company Indivior ( INDV ) , whose shares are up 30% year-to-date. In this article we uncover the reasons for recent share price strength and argue that strong earnings momentum can continue to drive...
How Buffettology and Free Spirit funds can bounce back from underperformance
Thursday 26 May 2022Sanford DeLand’s CFP SDL UK Buffettology (BF0LDZ3) and CFP SDL Free Spirit (BYYQC27) funds have forged top-notch long-term performance records since respective launches in 2011 and 2017 thanks to the unwavering pursuit of ‘Business Perspective Investing’, a quality-focused approach championed by ‘...
Emerging markets: Views from the experts
Thursday 26 May 20221. The global growth scare amid the war in Ukraine and significantly higher US interest rates over the next 12 months, combined with the impact of rising input costs, imply slower future profit growth. Consensus expectations for the MSCI World Index is for earnings growth to decline to 8% in 2023,...
How does China’s growth target for 2022 compare with the rest of the world?
Thursday 26 May 2022Despite mounting scepticism, if China can shake off its Covid restrictions and Beijing adopts helpful monetary and fiscal policies, the world’s second largest economy may yet make its 5.5% GDP growth target for 2022. If it pulls this off, how would it compare with other countries in the developed...
Time to buy bonds: reasons why they are not as boring as you think
Thursday 19 May 2022We believe now is a good time to consider adding certain bonds to your portfolio. In this article we discuss the reasons why and reveal the best bond funds to buy. Bond markets have been through one of their most challenging times ever after the US Federal Reserve’s pivot towards raising rates...
Different ways to get technology exposure via low-cost tracker funds
Thursday 19 May 2022What if global stock markets are close to bottoming? What if economies around the world largely avoid recession, with inflation becalmed without excessive tightening of monetary policy by central banks? If so, tech could come roaring back. A rose-tinted prospect perhaps, yet it is not inconceivable...
Why investors should still avoid THG after its 80% share price fall
Thursday 19 May 2022Online retailer and logistics provider THG ( THG ) presents investors with a major conundrum at the moment. The shares currently trade at 114p compared with their post-IPO highs of 800p, while valuations vary from 110p to 700p depending on which analyst’s research you read. Most brokers have a ‘buy...