How to invest with President Trump
In MoneyWeek magazine this week: what the Trump presidency means for your money; where next for Britain’s house prices; and nine great growth stocks to buy now.
In MoneyWeek this week: what the Trump presidency means for your money; where next for Britain's house prices; and nine great growth stocks to buy now.
It's a bumper 48-page issue this week, crammed full of investment ideas, news, views and share tips. Take out a subscription, and you'll get the magazine delivered direct to your postbox, access to the website, smartphone app and digital edition. Why not give it a try now?
How to position your portfolio for the world of Trump
A lot of people didn't see Donald Trump's victory coming this week. There's been a lot of wailing and chest beating, predictions of the end of the world, of economic and actual apocalypse. I think it's safe to say things will probably not be as bad as the doom-mongers are forecasting. Depending on which paper you read, or which people you're friends with on social media, you may not agree. That's fine.
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What we really need is some level-headed debate about the matter. Thankfully, we have John Stepek and Matthew Partridge to explain things, to make some sense of Trump's at times baffling campaign. "Trump made plenty of aggressive noises during his campaign", they say, "but will he act on any"?
John and Matthew undertake some sober analysis of how the stock and bond markets are likely to react; what's going to happen with inflation, world trade and the like. Then, they pick out the sectors that are likely to profit, and make a few recommendations of what you should be putting in your portfolio. Find out what they said with a subscription to the magazine.
Where are house prices going?
In last week's issue we spoke to half a dozen eminent economists about the Britain's future outside the EU, and how you can invest for it. While they were discussing this, they naturally enough touched on house prices. It's too important a discussion to just have as an aside in a larger debate, so we thought we'd devote a whole article to it.
Our six experts are broadly in agreement house prices are too high and we're due a correction. Price predictions vary, but they all see prices lowering ranging from a small 5% drop, to a 40% plunge. Find out why they think this by signing up to the magazine.
Investing for growth nine stocks to buy
The last few interviews our editor-in-chief Merryn has done have been with fund managers who have eschewed growth stocks for value stocks out of favour companies that are, for one reason or another, priced lower than they really should be. This week, however, Merryn's talking to Charles Plowden who defines himself as a growth investor someone who buys companies that are expected to grow their earnings faster than the market average. Charles outlines his strategy, and picks nine of his favourite stocks to buy now. To find out what they are, sign up now.
Investing for the people
You may have heard of Daniel Godfrey (he's one of the fund managers Merryn interviewed earlier this year you can watch that interview here). He's the former head of the Investment Association, the fund managers' trade body, which he left after a row about the transparency of fund managers' costs. Now he's on a mission to drive down the cost of investing by launching the "People's Trust".
David C Stevenson explains what this is: "a brand-new mutually owned investment trust investing in global equities", which might sound like a radical idea but is really "a return to the historic roots of the investment-trust industry", when trusts were set up as mutual so that "investors could gather together to invest in new ideas at low cost". Find out what David thinks of that, and whether you should be buying into it, with a subscription to MoneyWeek magazine.
Of course, we have all the usual features too our regular digests of the financial news and views from around the world, and a round up of the best share tips from the rest of the country's financial press. Christopher Boxall writes about the "red flags" you should be looking out for if you're thinking of buying stocks listed on London's Alternative Investment Market (AIM), AKA the "Wild West of investing". We have a briefing on the gig economy, which seems to have hit a few roadblocks; Matthew Lynn looks again at Brexit; and in our personal finance section Ruth Jackson picks the best way to save money on your fuel bills.
All that, plus pensions, more on funds, and our usual five pages of travel, property for sale, cars and wine. Sign up now.
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Our team, led by award winning editors, is dedicated to delivering you the top news, analysis, and guides to help you manage your money, grow your investments and build wealth.
Ben studied modern languages at London University's Queen Mary College. After dabbling unhappily in local government finance for a while, he went to work for The Scotsman newspaper in Edinburgh. The launch of the paper's website, scotsman.com, in the early years of the dotcom craze, saw Ben move online to manage the Business and Motors channels before becoming deputy editor with responsibility for all aspects of online production for The Scotsman, Scotland on Sunday and the Edinburgh Evening News websites, along with the papers' Edinburgh Festivals website.
Ben joined MoneyWeek as website editor in 2008, just as the Great Financial Crisis was brewing. He has written extensively for the website and magazine, with a particular emphasis on alternative finance and fintech, including blockchain and bitcoin.
As an early adopter of bitcoin, Ben bought when the price was under $200, but went on to spend it all on foolish fripperies.
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