magazine archive
magazine archive
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Change is coming: The big stocks being targeted by activists
Thursday 30 Sep 2021The old adage is that you should never let a good crisis go to waste and this mantra seems to be being taken seriously by activist investors as we emerge from the worst of the pandemic. Several big UK companies have activists either circling them or they are already on the shareholder register...
Retail hits top of earnings momentum rankings
Thursday 30 Sep 2021In our latest screening of FTSE 350 stocks with the biggest one-month upgrades to earnings per share forecasts for this year and next year, the clear winners in terms of numbers are retailers. Heading the field, somewhat surprisingly, is clothing and sportwear group Frasers ( FRAS ) , best known...
Emerging markets: Views from the experts
Thursday 30 Sep 20211. Our view is that the increased r egulatory scrutiny in China’s internet sector is focused on creating conditions conducive to long-term sustainable growth for all stakeholders – rather than curbing the development of the technology sector. Chinese technology companies contribute to a significant...
The economic outlook for Mexico is improving
Thursday 30 Sep 2021Mexico is the second largest economy in Latin America and its proximity to the economic juggernaut that is the US has helped support strong growth, with some intervening ups and downs, over the course of the last two decades. In its interim report on the economic outlook in September 2021 the OECD...
The new look FTSE 100: How the index might evolve in 2022 and beyond
Thursday 23 Sep 2021The FTSE 100 is poised for some significant changes in the coming 12 months such as the removal of BHP ( BHP ) from the index and GlaxoSmithKline ( GSK ) splitting into two businesses. The importance of sectors like resources, pharmaceuticals and insurance is likely to be reduced with consumer...
Investing your pension: eight important points to think about
Thursday 23 Sep 2021If you’ve decided to invest in a pension – either via your workplace or in a personal pension like a SIPP – you might need to think about how you’d like your money invested. In this article we run through some of the key points to consider. I HAVE A DEFINED BENEFIT PENSION. HOW DOES THAT WORK? If...
How high-quality retailer Dunelm is becoming a sector darling
Thursday 16 Sep 2021Shares in homewares retailer Dunelm ( DNLM ) were marked down in July despite raised profit guidance, as plans to ramp up investment spend spurred some investors to take profit after a phenomenal run. Yet the pullback proved short-lived, as the cash-generative curtains, quilts and kitchenware...
Getting stronger: 6 stocks with good momentum
Thursday 16 Sep 2021Investors would be wise to look at stocks that are going places, in more ways than one. Backing a business that is growing earnings and market position, as well as strengthening its finances, should in theory result in decent share price gains. It is this combination of factors which underpins our...
EasyJet cash call: what are rights issues and how do they work?
Thursday 16 Sep 2021Having rejected a takeover offer reportedly from Wizz Air ( WIZZ ) , budget airline EasyJet ( EZJ ) is now asking shareholders if they will support it with a cash injection via a £1.2 billion rights issue. The proceeds from the fundraise, combined with a new $400 million credit facility, will be...
The big role pensions could play in Morrisons bid saga and other takeovers
Thursday 09 Sep 2021From October 2021 the pensions regulator will assume enhanced powers whereby it can punish bad behaviour and bring forward criminal proceedings. Legal experts Norton Rose Fulbright believe that the new powers give pension trustees a formal role in takeovers and arguably some leverage, and the...