All the latest articles & insight from our investment writers to inspire your own research and analysis.
In this month’s focus on funds, we take a quick look at asset class returns in 2023 courtesy of some wonderful heatmaps, we eavesdrop on a recent bank event at the state of UK PLC, and we examine an under-owned asset class that could be the verge of big things – local currency emerging markets
Fashion website Sosandar plans to open shops to bolster its sales and margins. Maynard Paton weighs up management’s bold financial ambition against the wider sector’s haphazard progress. Fashion website Sosandar provides a fascinating dilemma for small-cap growth investors. Bulls will highlight the online retailer’s very rapid expansion and bold ambition to raise profits to £10
In my previous article, I discussed the reasons for investing in good companies and how you can search for them in SharePad. We saw that investing in good companies can generate stellar returns for investors over time but being able to buy the shares of them at a reasonable price is often difficult. It is
While active fund managers are seeing redemptions, platforms like AJB and IHP have been reporting healthy quarterly inflows. Other stocks covered DPP, NXQ, CRPR. The FTSE 100 fell -1.7% last week to 7,466. The Nasdaq100 and S&P500 rose +2.9% and 1.25% respectively. US markets are enjoying a reasonably strong start to the year, and are
As we all know, there is a lot of functionality in ShareScope and there are many different ways to use and customise it. Last year’s customer survey also showed us that the majority of you use ShareScope every day. Inspired by this and some social posts from long-term subscribers who talked about their daily ShareScope
There are a rapidly growing number of certified B Corps organisations that combine purpose and profit. As yet, only a handful are listed, but Richard thinks we’re at the beginning of a trend. It may be a profitable one for investors. This year’s crop of Christmas gifts has rekindled my interest in investing in a
Terry Smith has published his annual performance update letter, plus a look at companies in the listed active fund manager sector. Companies covered JUP, ASHM, IPX, POLR, PMI. The FTSE 100 fell -1% to 7613 last week. The Nasdaq100 was up +3.2% and the S&P was up +1.8% in the last five trading days.
Michael covers recent events and looks at two potential breakout trades. A lot has happened in the last two weeks. The US and the UK have attacked Iran-backed Houthi rebels. The SEC Twitter account got hacked and posted a tweet saying that the Bitcoin ETF had been approved. Then the Bitcoin ETF finally did get
Investing in good companies is one way to grow the value of your portfolio. In this article, Phil takes you through his method of searching for outstanding British companies using SharePad. When I first started out in the investing world more than a quarter of a century ago, value investing was still very much in
Bruce looks at why the inverted yield curve seems to have sent a false signal about a recession. Companies covered: JD. and CMCX. The FTSE 100 fell -0.9% to 7,658 last week. The Nasdaq100 was down -3.5% and the S&P500 was down -1.8%. The FTSE China 50 was the worst performing index, down -4.7%
Michael looks at some of the results from his classic filter to see if he can find potential trades. I’ve written about my 10% within 52-week highs filter twice, introducing it in May 2022 and again in February 2023. After a big market rally in November and December, there are going to be plenty of
Bruce reviews 2023 performance and the outlook for this year. Plus a detailed write-up of aircraft leasing business AVAP. Last year the Nasdaq 100 was the best-performing major index, up +54%, followed by Japan’s Nikkei. Not something that many people would have predicted. The S&P500 also did well +24% last year, followed by the
