magazine archive
magazine archive
Feature
All change: what to look for when a company recruits a new CEO
Thursday 02 Dec 2021One of the key ingredients in the success or failure of a company is the quality of its management. When change at the top of a struggling company occurs, it can act as a catalyst for an underperforming business and trigger a share price boost, while the wrong CEO appointment has the potential to...
US retail titans smash forecasts as Christmas comes early
Thursday 25 Nov 2021Investors in US retail names have grounds for optimism given the latest retail sales figures from the across the pond and positive earnings updates from dominant players including Walmart. US retail sales rose by 1.7% in October, according to the Commerce Department, beating forecasts of 1.4%, as...
Inflation-busting dividends: six stocks and funds providing a decent, growing income
Thursday 25 Nov 2021UK inflation is at a 10-year high. Rising prices have been on the agenda for months but in October the impact of the energy crisis really bit as the CPI measure of inflation hit 4.2%. This higher cost of living matters to all of us, not least because we now need a return of at least this level to...
Why emerging market debt to GDP ratios are lower
Thursday 25 Nov 2021There is a big difference in the public finances of emerging market countries and those in the developed world. For the most part emerging market countries have much lower levels of government debt to GDP (gross domestic product). According to the IMF (International Monetary Fund) the average debt...
Emerging markets: Views from the experts
Thursday 25 Nov 20211. As we examine the emerging market (EM) landscape today, the rise of leverage within economies is a key trend. Leverage can be a double-edged sword, as it can be positive, but also represents a source of risk. Over the past decade, the level of debt has gone up not just in EMs, but across the...
Why PayPal’s stock market kicking leaves a recovery opportunity
Thursday 18 Nov 2021Growth worries have put the brakes on PayPal’s exceptional share price progress since the summer, but we believe that a major cloud has been lifted recently that could spark a recovery. San Jose-based PayPal is probably the most familiar online payments platform to readers. It was the first digital...
ITV benefits from TV advertising revival
Thursday 18 Nov 2021The latest figures from free-to-air broadcaster ITV ( ITV ) have challenged the accepted view that linear television (where the viewer can only watch the programme scheduled by the broadcaster), is undergoing a period of rapid structural decline. It has been suggested that the trend for a younger...
Green machines: The ESG funds and trusts best placed to thrive
Thursday 18 Nov 2021In late September 2021, when the UK market had its most recent wobble, many ESG or ‘sustainable’ stocks and funds experienced a sharper sell-off than the FTSE All-Share index, prompting some to wonder if the boom in ethical investing had run its course. Fast forward to today and the best of those...
Pod Point and Rivian: the investment case behind two new electric vehicle plays
Thursday 18 Nov 2021As the COP26 climate summit fades into the middle distance it is clear that a key component of global leaders’ plans for reducing emissions is encouraging a big switch among businesses and individuals to EVs (electric vehicles). In the UK, sales of new diesel and petrol cars are already set to be...
Rising interest rates: what they mean for investments
Thursday 11 Nov 2021Bank of England governor Andrew Bailey may have earned the tag of an ‘unreliable boyfriend’ after the Bank’s Monetary Policy Committee confounded market expectations and kept interest rates at record lows at its latest meeting (4 Nov), but the message was clear: rate rises are coming. Mounting...