magazine archive
magazine archive
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Tech and gold: is Warren Buffett stepping back at Berkshire Hathaway?
Thursday 01 Oct 2020Cloud-based data warehousing technology firm Snowflake listed in the US on 16 September in the biggest ever software initial public offering ( IPO ), with its shares up 111% on the first day of trading, valuing the company at £96 billion. Given investor appetite for cloud-based businesses, perhaps...
Growth investing: how to find good companies and avoid bad ones
Thursday 24 Sep 2020The appeal of a growth company is easy to understand – when we put our money into a business which we expect to grow rapidly we can imagine the worth of our investment growing fast too. Many of today’s largest companies were once small or medium-sized operations which have expanded their business...
The impact of negative interest rates on savers and investors
Thursday 24 Sep 2020The central banks of Japan, the EU and several other countries have implemented negative interest rate policies for some years and the Bank of England (BoE) says it will explore how this could work in the UK, should it ever be needed. With the current base rate at 300-year lows of 0.1%, we now...
Emerging markets: Views from the experts
Thursday 24 Sep 20201 . A trend witnessed in several countries globally, the daily number of Covid-19 cases in India started to increase in late-August as the country continued to ease quarantine restrictions and economic activity began to gradually normalise. A silver lining is that these countries – including India...
Can Russia reduce its reliance on oil and gas?
Thursday 24 Sep 2020Oil prices have had a very turbulent year. The fossil fuel traded above $70 per barrel in January as simmering tensions between the US and Iran threatened an escalated conflict in the Middle East and oil is now priced at around half that level. The futures contracts on the US benchmark WTI dipped...
Not furloughing staff could be a badge of quality for a business
Thursday 17 Sep 2020The UK Government’s wage subsidy scheme is due to end in October, a deadline that could spark a fresh wave of corporate redundancies and financial stress. For investors, this means taking action to ensure their stock portfolios are culled of potential financial basket cases and focused on quality...
Animal magic: solid growth outlook for pet-related companies
Thursday 17 Sep 2020People have continued to spend on the health and wellbeing of their pets during the pandemic, implying that retailers and service providers in this area should be fairly resilient. While the UK pet population has been broadly stable for the past decade, spending on pets has grown by 7% annually...
Value investing: the comeback kid
Thursday 17 Sep 2020Surely every investor loves a bargain and in various ways all investors think of themselves as value investors. Sadly, what’s been working for investors since the great financial crisis of 2008 is more akin to quality and growth investing. This strategy focuses on the potential growth and quality...
$760 billion cloud opportunity: prime reasons to invest in this computing market
Thursday 10 Sep 2020UK investors have become increasingly familiar with the ‘cloud’, and not just because Brits like talking about the weather. The emergence of cloud computing has been one of the most successful investment themes over the past decade, but its growth has years to run, with Fortune Business Insights...
Property owners and retailers face new test as work habits evolve
Thursday 10 Sep 2020Summer is over, schools are back and in any other year people would be returning from the beach to the office. Covid-19 has rendered 2020 different for all sorts of reasons and despite a Government push to get people back at their desk, many continue to work from home. This has big near-term and...