Investments

Currency Corner: what’s next for the euro?

Euro sign outside the ECB, Frankfurt © Getty Images

Despite having only existed for 20 years, the euro is the world’s second-most traded currency and the second-largest reserve currency. Dominic Frisby looks at its performance against the dollar and the yen, and where it might go next.

Share tips of the week

MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK's financial pages.

Three top-notch stocks to own come rain or shine

Forget about growth, says professional investor Ilan Chaitowitz, focus on the underlying quality of the businesses. Here, he picks three of his favourite high quality stocks at attractive valuations.

Forget the trade truce – here’s what really matters for markets now

Markets rallied after Donald Trump and Xi Jinping patched up their differences at the G20 summit. But trade talks are just a sideshow. What really matters is what happens to the US dollar.

Avoiding a run on your fund

Another fund manager had trouble with illiquid portfolio holdings this week. It’s starting to become a habit.

Prepare for another Trump bump in 2020

What can we expect if Donald Trump wins again in 2020? These three big changes look likely, says Matthew Lynn.

Help to Buy: a crazy subsidy for housebuilders

The government’s Help to Buy scheme would appear to be a great success in terms of the numbers of people it has helped to buy a property. But it has a darker underside, says Simon Wilson.

The charts that matter: the bond bubble keeps getting bigger

Markets are still absorbing the impact of the Federal Reserve’s shift closer to cutting rates that we saw last week. John Stepek looks at what’s happening to the charts that matter the most to the global economy.

Currency Corner: it’s time to sell the US dollar - here’s why

Dominic Frisby’s trend-following system is telling him that the US dollar, in the medium-term at least, is a sell. Here’s why.

Private equity’s “wall of money” is back at pre-financial crisis levels

2019 is on course to be a record year for private equity deals. The latest is TDR Capital’s £2bn bid for car auction group BCA. John Stepek looks at what all this money sloshing about means for the markets.

Share tips of the week

MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK’s financial pages.

Allergan: AbbVie’s expensive facelift

Pharma giant AbbVie is buying Botox maker Allergan for $63bn. That’s a huge sum given the target’s uncertain prospects. Matthew Partridge reports.

The fresh madness in the bond markets

Plunging bond yields are sending an unambiguous distress call as investors fret about everything from a weaker global economy and the trade war to Middle Eastern geopolitics and low inflation.

Gold is poised for a new bull market

The price of golf has hit a six-year high, breaching the $1,400 an ounce level not seen since August 2013.

Carrefour checks out of China

Supermarket group Carrefour is selling an 80% stake in its Chinese division, after trying various tactics to bolster its performance.

Neil Woodford, fund managers, and the systemic risk to the financial system

The consequences from the Neil Woodford debacle aren’t limited to his fund’s investors. He and his ilk could pose a systemic risk to the financial system, says Merryn Somerset Webb.

What Neil Woodford’s debacle can teach us about liquidity

Star fund manager Neil Woodford got into trouble with small, illiquid assets. Scott Longley explains what investors should look out for when sizing up smaller companies.

Why investors should keep an eye on video games

The video games sector will take a great leap forward when consumers start streaming them like films and music. Stephen Connolly looks at how to invest.

The lure of Latin America: get set for a new mining boom

Latin America has long been fertile, yet dangerous territory for mining investors. But now the legal backdrop is improving and the prospects for the region’s main metals are excellent, says James McKeigue.

Why “America First” is bad news for the US dollar

Since WW2, the US has been the world’s dominant political and military force. That’s now changing – and it means a weaker US dollar. John Stepek looks at what’s behind the change, and how to position your portfolio.

Strong equity markets and stable dividends

SPONSORED CONTENT
Ben Lofthouse, fund manager for the Henderson International Income Trust, on portfolio changes, market performance and trust outlook.

Investors should delve into Trifast’s nuts and bolts

Trifast, a British supplier of industrial fasteners, has tightened up its act over the past decade. And it’s now looking like a very good investment.

Gold is back in the game – so what’s our next price target?

For six years, the price of gold has been stuck in a narrow range. Now, it looks like it is finally breaking out. Dominic Frisby looks at where it could go next.

Paul Tudor Jones: gold has everything going for it

If gold gets through $1,400 an ounce, it could very quickly go a lot further, says hedge fund manager Paul Tudor Jones.

Don’t buy the hedge-fund hype

Hedge funds have a habit of turning clients’ money into their own money, says Max King. Steer clear.

First Woodford, now H2O – how worried should you be about liquidity?

In the wake of Neil Woodford’s woes, fund manager H2O Asset Management has now been hit by concerns over illiquid assets in its portfolio. So how big a deal is this? And what can investors do about it? John Stepek explains.

Berlin targets big landlords with rent freeze

Shares in German landlord Deutsche Wohnen have fallen by almost a fifth in two weeks following news that Berlin’s senate has approved a draft bill for a rent freeze.

Showing page 3 of 573