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A first-half home run for investment trusts
London Stock Exchange © Bloomberg via Getty Images
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A first-half home run for investment trusts

The investment trust sector has seen some extraordinary performance in the first half of this year. Max King looks at what's behind it, and asks: is i…
7 Jul 2020
Boris Johnson’s grand infrastructure plan needs some small print
Boris Johnson © Getty
UK Economy

Boris Johnson’s grand infrastructure plan needs some small print

Grand infrastructure projects are all very well, but it is the small stuff that delivers the big returns, says Matthew Lynn.
5 Jul 2020
How can markets hit new record highs when the economy is in such a mess?
UK stockmarket indices © Bloomberg via Getty Images
Stockmarkets

How can markets hit new record highs when the economy is in such a mess?

Despite the world being in the midst of a global pandemic, America's Nasdaq stock index just hit an all-time high. And it's not the only index on a bu…
3 Jul 2020
House price crash: UK property prices are falling – so where next?
House for sale signs © Luke MacGregor/Bloomberg via Getty Images
Property

House price crash: UK property prices are falling – so where next?

With UK property prices falling for the first time in eight years, are we about to see a house price crash? John Stepek looks at what’s behind the sli…
2 Jul 2020
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The end of the bond bull market and the return of inflation
Queues of shoppers in Peru ©
Inflation

The end of the bond bull market and the return of inflation

Central bank stimulus, surging post-lockdown demand and the end of the 40-year bond bull market. It all points to inflation, says John Stepek. Here’s …
30 Jun 2020
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Fear of a second wave is getting a hold on the market
Stockmarkets

Fear of a second wave is getting a hold on the market

Stockmarkets wobbled after Covid-19 began to make a comeback in many US states. John Stepek looks at what it means for you as an investor.
29 Jun 2020
Why the UK should be gunning for a trade deal Down Under
UK Economy

Why the UK should be gunning for a trade deal Down Under

It might seem a minor matter compared with Brexit, but a trade agreement with Australia is a big deal
28 Jun 2020

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The IMF and World Bank: a truly gruesome twosome
Global Economy

The IMF and World Bank: a truly gruesome twosome

The International Monetary Fund and the World Bank, set up in 1944, now look sclerotic and ineffectual, says Jonathan Compton.
26 Jun 2020
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When everyone hates an asset class, it’s usually a good time to buy
Investment strategy

When everyone hates an asset class, it’s usually a good time to buy

People often write off an entire asset class as “dead”, when it is merely in the gutter. And if it’s in the gutter, it’s cheap. John Stepek explains w…
26 Jun 2020
Is the pound really turning into an emerging-market currency?
Currencies

Is the pound really turning into an emerging-market currency?

Some analysts have suggested that sterling's volatility makes the pound "more like the Mexican peso than the US dollar". John Stepek asks whether this…
25 Jun 2020
What’s a better bet right now: a house in the UK or gold?
Gold

What’s a better bet right now: a house in the UK or gold?

Measured in ounces of gold, UK house prices have been falling for some time. A home now costs the same as it did in 1986. Dominic Frisby looks at how …
24 Jun 2020
ESG investing provides shelter in the storm
Funds

ESG investing provides shelter in the storm

Funds focusing on environmental, social and governance (ESG) issues proved resilient during the market slump.
23 Jun 2020
Fund managers are feeling neurotic – that’s probably a good sign
Stockmarkets

Fund managers are feeling neurotic – that’s probably a good sign

The latest survey of global fund managers suggests they're feeling nervous about the current state of the markets. But that's not necessarily a bad th…
22 Jun 2020
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Terry Smith: I'm not used to being ignored
Investment gurus

Terry Smith: I'm not used to being ignored

Running a £20bn fund doesn’t guarantee good treatment from the companies you invest in.
22 Jun 2020
Four ways to give London's Aim market a boost
UK stockmarkets

Four ways to give London's Aim market a boost

Aim, the LSE’s junior stockmarket, is celebrating its 25th birthday. It could do with a makeover, says Matthew Lynn.
21 Jun 2020
The US stockmarket is a bubble. So is it time to sell?
US stockmarkets

The US stockmarket is a bubble. So is it time to sell?

The US stockmarket is overvalued and there are many better opportunities elsewhere. So should you dump your US stocks and go after them? John Stepek e…
19 Jun 2020
A year’s worth of inflation in a single month
Inflation

A year’s worth of inflation in a single month

A recent study suggests inflation could be a much bigger problem than many people think. Markets are certainly not pricing it in. John Stepek explains…
18 Jun 2020
UK house prices holding up as city folk flock to the country
Property

UK house prices holding up as city folk flock to the country

The number of city-dwellers pursuing their dream of a rural idyll is on the rise. And despite the pandemic, house prices are holding up well, says Mer…
15 Jun 2020
Watch out income investors – BP looks likely to cut its dividend in the near future
Income investing

Watch out income investors – BP looks likely to cut its dividend in the near future

Oil major BP is writing billions off the value of its assets as it struggles to adapt to the changing world. Unlike Shell, however, BP hasn’t yet cut …
15 Jun 2020
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Boris Johnson’s big Brexit plan
Brexit

Boris Johnson’s big Brexit plan

The prime minister needs to get Brexit done, and get the economy growing – particularly for first-time Tory voters. Can he manage all that while negot…
15 Jun 2020
The small companies snapping at Big Tech’s heels
Tech stocks

The small companies snapping at Big Tech’s heels

The technology giants have had a good crisis. The small fry have been doing even better, says Matthew Lynn.
14 Jun 2020
Jeremy Siegel: "pandemic played right into the hands of the FAANG stocks”
Tech stocks

Jeremy Siegel: "pandemic played right into the hands of the FAANG stocks”

Jeremy Siegel, professor of finance at Wharton, says the tech giants benefited from the closure of many physical businesses.
12 Jun 2020