magazine archive
magazine archive
Feature
Could climate change trigger a financial crisis?
Thursday 24 Jul 2025As anyone who has been watching the news will know, droughts, wildfires and floods are no longer one-in-a-hundred-year or one-in-a thousand-year events, they are becoming more widespread, they are happening more regularly, and their effects are becoming more devastating. California, Texas, New York...
BP vs Shell
Thursday 24 Jul 2025The divergence in fortunes between Shell (SHEL) and BP (BP.) in recent times has been striking and arguably reached its apotheosis with reports in June 2025 the former was set to make a bid for the latter. Shell has consistently poured cold water on this speculation but, if nothing else, the fact a...
US bank profits top forecasts but shares fail to make headway
Thursday 24 Jul 2025After a big build-up and a near-50% rally in the US bank sector index from its April low, the second-quarter earnings season has been something of a damp squib. Granted most banks beat forecasts, but there was none of the usual buying frenzy. First out of the gate, as always, was Wall Street giant...
Emerging markets comeback: weighing the prospects for a continued recovery
Thursday 17 Jul 2025Thanks to a topsy-turvy start to the year, driven by a combination of the new US administration’s unpredictable policies on trade and foreign relations, sticky inflation and the rise of geopolitical uncertainty and conflict, investors are broadening their horizons and reassessing how and where they...
What cleaner accounts might be telling investors about long-term shareholder value
Thursday 17 Jul 2025This feature looks at the increasing trend for companies to present adjusted financial figures and/or APM (alternative performance measures) and asks whether it may say something about the companies themselves. For example, do companies which provide unadjusted numbers make better long-term...
Why big US bank stocks are on a roll again
Thursday 10 Jul 2025Three months ago everyone was fretting over the impact of ‘Liberation Day’ tariffs on the US economy, the consumer, and the financial system. The S&P 500 Banks index fell more than a quarter, and JPMorgan Chase (JPM:NYSE) chief executive Jamie Dimon was warning of long odds for a ‘soft landing...
Under the radar funds: uncovering less well-known funds with strong track records
Thursday 10 Jul 2025A couple of weeks ago, Shares took a look at a handful of ‘under-the-radar’ stocks held by some of the most popular funds readers would be familiar with, such as Fundsmith (B41YBW7) , JPMorgan Growth & Income (JGGI) and Fidelity Special Situations (B88V3X4) . In this feature, we are...
Can one-time market star Future shine again?
Thursday 03 Jul 2025Specialist media group Future (FUTR) served up its latest disappointment in May, reporting a poor set of first-half results which it blamed on macroeconomic uncertainty. The full-year outlook was also revised downward and the company now expects a low-single-digit decline in full-year 2025 organic...
Small World: an artificial intelligence newcomer and the smaller company winners and losers
Thursday 03 Jul 2025As ever, it has been a busy time for small-cap investors, with companies joining the market and companies leaving the market, either of their own accord – as in the case of sports data provider 4Gloabl (4GBL:AIM) – or because they have been acquired, as in the case of Downing Renewables &...
Shining a light in the dark: Picking through a murky market outlook for the rest of 2025
Thursday 03 Jul 2025As we move through the midway point of 2025, after a frankly dizzying six months when it has felt like the world has been running on fast forward, it is a good time to take stock. In this article the Shares team, drawing on expert opinion, looks to cut through the noise and judge where we sit now...