Stockmarkets

Push for profits

Invest with the activists to earn higher returns, says Matthew Partridge

Markets: interest rate cut boosts FTSE 100

The FTSE 100 saw a sharp rise yesterday after the Bank of England cut interest rates to 0.25% and extended its quantitative easing programme. The index closed up 1.6% at 6,740.

Why are share prices so high? Because investors are daft

Investors’ irrational behaviour means we will never be rid of “boom and bust” – buying high and selling low is etched into our DNA. Here’s what it means for markets.

Here’s how the S&P 500 could get to 5,000

America’s S&P 500 index has the feel of a late-stage bull market about it. It could be near the top, says Dominic Frisby. But it could also go much higher.

How cash flows move markets

Investors fret over valuations and geopolitics, but there are bigger forces at work that weigh on prices. CrossBorder Capital’s Michael J Howell explains.

A tobacco industry in turmoil

More than $50bn was wiped off the market value of three American tobacco companies after the US Food and Drug Administration said it wants to lower nicotine in cigarettes to non-addictive levels.

Major setback for AstraZeneca

Pharma giant AstraZeneca was banking on a key clinical trial for its cancer drugs. It was a flop. What comes next? asks Alice Gråhns.

The end is nigh – so it’s time to pile into miners and emerging markets

The end of the long-running bull market in equities is near, says Dominic Frisby. Investors should turn to “late-cycle assets” – mining stocks and emerging markets.

Disruption is finally coming to the cigarette industry – sell Big Tobacco

Tobacco stocks have been staggeringly successful in recent decades. But the industry is now facing real competition. Its run could be about to end, says John Stepek.

Nicolás Maduro: Son of Chavez hunkers down

Venezuela would have much to gain from seeing the back of its president, Nicolás Maduro. Sadly, there’s not much chance of that.

Why you should back tortoises in Asia

When buying Asian-focused funds for your portfolio, it’s worth investing with managers who take a long-term view, says Max King.

Why now is the time to invest defensively

Many asset classes are very expensive right now. But investors remain remarkably complacent. Be on your guard, says John Stepek.

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