All the latest articles & insight from our investment writers to inspire your own research and analysis.
With markets, the US ones in particular, in a bullish mood over the summer months, and volatility still well below long-term averages (even after the recent tech sell-off), our monthly look at funds continues its search for ideas that could hedge downside risk, focusing this time on managed futures funds. On a more optimistic note,
RWS has lifted its dividend for 19 consecutive years yet the shares currently offer a 6.5% yield. Maynard Paton studies the translation group’s acquisition history, profit adjustments and management changes. An illustrious dividend history and a worthwhile yield have brought RWS to my attention. The language-translation group presently offers: An unbroken record of dividend increases
This week, Jamie talks about the narrow education professional investors receive and why it is important to keep learning. He then discusses why you can make a compelling case for Burberry yet he does not own it currently as he puts into practice the lessons he’s learned later in his career. When I passed my
Some background reading on cybersecurity and hacking, topical in the wake of Crowdstrike-related chaos from last week. Companies covered TRST, RNO and CRL. The FTSE 100 rose +0.5% to 8,216 last week. Nasdaq100 and S&P500 were down -4% and -2% respectively. For contrast, the Russell 2000 small cap index jumped +7%, encouraged by helpful inflation
In this article, Michael looks at the effects of loss and the damage it can do to a trader’s P&L. Trump getting shot on Saturday saw several stocks and sectors move quickly. Overall, the market saw it as a positive. Not that he was shot, but because of his now significantly increased chances of winning.
Richard scratches the itch that is payments company PayPoint. Maybe his time would have been better spent investigating one of the other companies on his research list, Cranswick, say, or Castings, but he has no regrets. The main focus of this article is PayPoint. There’s no snappy adjective I can use to describe Paypoint because
In the latest in the series, we have experienced investor and long-term subscriber – Harry sharing a bit about his investing history and how he uses ShareScope. If you have your own routine you would like to share, or some interesting custom settings, layouts or screening filters – we would love to hear about you
A look at the bank sector, that has been disappointing for decades but has now begun to outperform the wider market. Companies covered BARC, CBG, LLOY, MTRO, HSBA, STAN Lloyds kicks off the H1 Jun reporting season for UK banks on the 25th of July, closely followed by NatWest, Standard Chartered, HSBC and Barclays. Most
After a difficult 3 years for London-listed smaller companies, Bruce looks at a couple of reasons to feel positive about the future. Companies covered: MOON, DUKE, EQLS. The FTSE 100 was up less than +0.5% last week to 8,194. The Nasdaq100 and S&P500 were up +3% and 1.6% respectively. China remains in the doldrums with
In this article Michael looks at share placings and how to take advantage of them. Equity placements, also known as share placings, are a critical aspect of the financial markets. They are what you might call a necessary evil and are often used by companies to raise capital. That said, not all share placings are
The latest haul of 5 strikes shares includes Halma and RS, proof perhaps that big companies can gallop, or at least trot. Richard also doffs his cap to Bloomsbury Publishing and works out how profitable Next 15 really is. We’re in a low period for annual report publishing as the large number of companies that
This week, a podcast that Jamie listened to inspired a little research project, which reiterated an important lesson in investment. He asks what makes a good business and what impact buying back of company shares has or hasn’t had over the last ten years. I listened to a podcast, recently where the host interviewed a
