magazine 28 Jan 2021

Download PDF Page flip version

Discover the funds that have consistently delivered top quartile performance over the past one, three, five and 10 years.

Find out how amateur traders in the US have created a frenzy with stocks like Gamestop and how such behaviour is reminiscent of the final stages of a stock market bubble.

Annoyed with stop-start bank dividends? Shares offers alternative suggestions for income.

This week’s investment ideas include a fashion retailer and an investment trust providing exposure to a portfolio of quality companies at a large discount.

You can also read about the latest thoughts from Fundsmith’s Terry Smith, news on the airline sector and updates from Rolls-Royce, Ford Motor and more.

There are growing concerns about inexperienced people in the US racing to buy stocks amid social media hype

It’s not just about a strong metrics, but having the optimal amount of funds in place to support the growth of a business

Manager says ‘highly rated does not equate to expensive any more than lowly rated equates to cheap’

John from Ruislip applies the approach used by well-known fund managers to his own portfolio

Shell joins BP by investing in charging infrastructure as vehicle sales surge

Assumptions behind a cash flow warning could prove optimistic

China, Hong Kong and Japan have all started the year strongly, outperforming their Western peers

Wetherspoon could kick-start another wave of companies issuing new stock in exchange for cash

There are plenty of alternative sources of income among stocks and funds

There is an elite club of funds that have maintained top quartile status over one, three, five and 10-year periods

Three things the Franklin Templeton Emerging Markets Equity team are thinking about today

The country needs to look to ‘digital transformation’ as it emerges from the pandemic

Scottish Mortgage remains a top performer since value rally began, but bargain hunter City of London is now delivering stronger returns

As the self-assessment deadline looms we highlight some of the savings you could make next January

Analysts could have underestimated the pent-up demand to fly once people are vaccinated against Covid

Heavy selling by a major shareholder has caused Brunner to trade significantly below the true value of its portfolio

The Canadian mining giant is a reliable operator with a strong plan for future growth

The extracts-to-ingredients supplier remains a tasty long term growth story

The Carex-to-Imperial Leather maker has positive momentum under new management

The company is getting credit for the money it has put into electric and autonomous vehicles  

The web-based fashion wonder stands out in a crowded fast fashion market

The S&P 500 has only been at such a high valuation on the key CAPE metric twice before

Our expert considers some alternative places to allocate your retirement funds