magazine archive
magazine archive
Feature
Why now could be the time to switch to an equal-weight S&P 500 ETF
Thursday 30 Nov 2023We have covered the issue of diversification many times this year in light of the extreme levels of concentration in US equities, where the top 10 stocks by market weight now account for a record 31% of the S&P 500 index. This in turn means the US now makes up 63% of the MSCI All-Country World...
Where Templeton Emerging Markets Investment Trust is seeing the very best opportunities
Thursday 30 Nov 2023‘Emerging markets have been quite choppy in recent years, but we haven’t had a banking crisis [equivalent to Europe] and we have emerged relatively unscathed,’ says Chetan Sehgal, lead portfolio manager of Templeton Emerging Markets Investment Trust (TEM) one of the oldest emerging markets focused...
Don't give up on growth: Why the investment style can still be a big winner for investors
Thursday 23 Nov 2023A big question facing growth-oriented investors is whether the popular investment style can regain its mojo and get back to winning ways in a world of high interest rates. Despite a strong recent rally which has seen the technology heavy Nasdaq Composite rise 14% over the last six months, growth...
How to find high growth stocks
Thursday 23 Nov 2023Growth stocks are having a good year. While the UK stock market has bobbed along sideways in 2023, the Nasdaq Composite has rallied 36%. By Shares’ calculations, about 70% of the top 50 performers on the S&P 500 can be comfortably called growth companies, led by Nvidia’s (NVDA:NASDAQ) near-240...
Lack of love for miners could be an obstacle to energy transition
Thursday 23 Nov 2023Are miners not getting enough love from the market? That was the (rather self-serving) argument put forward by asset manager BlackRock recently. Global head of thematic and sector-based investing Evy Hambro cautions a lack of investor interest in the sector could starve it of the capital required...
Discover the ‘picks and shovels’ providers behind the big energy transition
Thursday 23 Nov 2023A wall of money is going into building out the green infrastructure required to facilitate the global energy transition. This starts with electrifying power generation all the way through to transmitting and storing this energy before it is eventually consumed. At the same time, indebted...
Here is why Marks & Spencer is finally a thrilling investment
Thursday 16 Nov 2023Retailer Marks & Spencer ( MKS ) is the gift that keeps on giving. Its share price is up 162% since October 2022, dividends are back after a four-year absence, and analysts keep finding reasons to upgrade earnings forecasts. In fact, the analyst consensus earnings estimate has increased 11...
Four tips for managing a portfolio: how to keep your investment plan on track
Thursday 16 Nov 2023An investment portfolio can involve a collection of stocks, bonds, cash, funds and/or investment trusts. Creating and managing a portfolio involves more than just picking good investments as this article explains. There isn’t a perfect portfolio which will suit everyone, so it is important to...
Why industrial gas companies are much more interesting than you think
Thursday 16 Nov 2023Some investment themes simply capture the imagination. For example, AI’s ability to transform how we all live and work, new solid-state batteries that could power electric vehicles into the 22nd Century, and biotech breakthroughs that could give us all longer, healthier lives. Industrial gas doesn’...
You need to pay attention to news from small-cap companies
Thursday 09 Nov 2023Given the hundreds of stock market announcements issued every day by UK-listed companies, it’s very easy to narrow your focus either to just the shares you own or the big household names in order to keep track of what’s going on. However, smaller companies can often be the ‘canaries in the coal...