Preparing for a wave of value write-downs in the private equity trust universe

Private equity investors have been put on warning after press reports last month that privately-owned BNPL (buy now, pay later) specialist Klarna was seeking to...

Thu, 30/06/2022 - 00:00


Buy AVI Global for a new spin on value investing

There has been a clear shift in the market away from growth companies towards value and the rising interest rate environment makes it likely that...

Thu, 30/06/2022 - 00:00


Choices, choices. The pool of shares on lower valuations is getting bigger by the day

It may not feel like the right environment to go shopping for stocks given market sentiment remains poor. Yet anyone prepared to look beyond...

Thu, 30/06/2022 - 00:00


Top tips for the lifetime allowance charge

Could you explain the lifetime allowance charge and whether it makes sense to take your excess as a lump sum or income?

Arthur


...

Thu, 30/06/2022 - 00:00


The key things that could tell you if a US recession is coming

US Federal Reserve chair Jay Powell in his testimony to the US Senate Banking Committee in Washington declared a risk that America is heading into a...

Thu, 30/06/2022 - 00:00


Why stock markets are taking Russia's debt default in their stride

This week marked a landmark in international bond markets after Russia defaulted on its foreign debt for the first time in a century.

Despite having...

Thu, 30/06/2022 - 00:00


What makes Polar Capital Technology Trust tick?

This year has been ugly for technology investors. The challenges facing equity markets have combined to form one of biggest headwinds to investment returns for...

Thu, 30/06/2022 - 00:00


Find out why it’s a marathon not a sprint for our JD Sports call

JD SPORTS FASHION (JD.) 120.6p

Gain to date: 0.8%


We said to buy JD Sports Fashion (JD.) at 119.7p on...

Thu, 30/06/2022 - 00:00


Copper has entered a bear market and history tells us it’s not a good sign

Friday 24 June marked a gloomy milestone in the metals market as the copper price officially entered ‘bear’ territory, having tumbled more than 20% from...

Thu, 30/06/2022 - 00:00


The earnings downgrade cycle has only just begun, suggesting more pain ahead

Up until last week’s (ended 24 June) gain the US benchmark S&P 500 index had dropped in 10 of the prior 11 weeks and entered bear...

Thu, 30/06/2022 - 00:00


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