magazine archive
magazine archive
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Why we got it wrong on Lloyds, Cineworld and Ricardo
Thursday 11 Feb 2021Investing successfully is hard. It takes discipline, courage and graft, and even with bags of these qualities, there will still be mistakes and misjudgments. Some of the most successful investors, such as Warren Buffett, Peter Lynch and Jim Slater, all made bad calls through their long careers but...
Boom time for luxury goods: Welcome to the Roaring Twenties where wealthier people will splash the cash
Thursday 11 Feb 2021Covid-19 vaccines are being injected into the arms of a grateful global populace, paving the way for a full reopening of the global economy, a rebound in intercontinental travel and an explosive release of pent-up demand. The world could be entering a new ‘Roaring Twenties’ decade as fortunate...
What if the consensus reflation trade is wrong?
Thursday 04 Feb 2021For all the bullishness heading into 2021, so far markets this year are barely changed outside of Asia. This is despite a record $272 billion of net inflows into US stocks in the last three months, including the second largest ever inflow into small caps. Some investors might be disappointed with...
Commodities set for a long-term bull cycle in the 2020s
Thursday 04 Feb 2021As we enter what could be the roaring 2020s, many commodities have been soaring in value in recent months. Silver has even reached an eight-year high as it became the next target of the Reddit Wallstreetbets retail investor community. In general investors are turning bullish on a range of metals...
Silver spenders: Vaccinated and ready to reclaim their lives
Thursday 04 Feb 2021It might not seem like it in the depths of a gloomy lockdown winter, but brighter days are ahead of us. By mid-February the UK hopes to have vaccinated most over-70s, with a large chunk of over-50s potentially covered by the end of March. This cohort should then be much better protected against...
Annoyed with stop-start bank dividends? Here are other places for income
Thursday 28 Jan 2021Next month the banking sector will be able to start paying dividends to its shareholders again. However, before investors get too excited about renewed payouts from these erstwhile income favourites there is a potential sting in the tail. The Prudential Regulation Authority will allow the banks to...
Superior funds: The ones consistently at the top of their game
Thursday 28 Jan 2021As the oft-quoted disclaimer forewarns, ‘past performance is no guide to future returns’, yet those funds and managers that routinely outperform over economic and stock market cycles must be pursuing a winning process that should pique the interest of investors. To find theses super-consistent unit...
Emerging markets: Views from the experts
Thursday 28 Jan 20211. Although the Chinese market lagged its emerging market counterparts in the final quarter of 2020, Chinese equities were among the leading outperformers for 2020. Geopolitical tension between China and the United States remains a key headwind that is likely to persist under new President Joe...
The shape of Brazil’s Covid recovery
Thursday 28 Jan 2021Latin America’s largest economy Brazil has suffered a devastating impact from Covid-19 which has translated into a big financial hit. While the country’s banks haven’t fared as badly as some feared, with bad debts in particular remaining broadly under control, their valuations have suffered as a...
Shaking up the UK listing rules – wise move or danger ahead?
Thursday 21 Jan 2021A shake-up of the UK stock market listing rules could be on the cards to attract faster growing companies and there are mixed opinions as to whether the proposed changes would be beneficial. ShareSoc, which campaigns on behalf of small investors, and the Quoted Company Alliance ( QCA ), which...