Matthew Partridge talks to fund managers Victoria Stevens and Matt Tonge, who pick three video-game makers that can keep competitors at bay.
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.
The biggest risk to the ongoing bull market is widening credit spreads, says David Rosenberg of Gluskin Sheff.
Social-media giant Facebook has shrugged off “fake news” and claims of voter manipulation. But slowing growth is a different story, says Alice Gråhns.
A round of earnings reports and subsequent jitters have wiped 10% off the FANG+ tech stock index in a week.
Fears of another 1990s-style crisis are overblown: developing countries are now more resilient to external threats and less dependent on rich countries’ business cycles, says Rupert Foster. They also look cheap.
This week – Tuesday in particular – could mark a significant a turning point in the markets, says John Stepek.
There are plenty of reasons to think that US stockmarkets are due a big fall. But they carry on rising. It will happen eventually, says Dominic Frisby, but not yet.
The FAANG tech stocks are all very different businesses, so shouldn’t really be lumped together. But that’s immaterial, says John Stepek. When the market turns, they will crash as one.
Much like TV reality show Love Island, the stockmarket is a beauty contest. Matthew Partridge explains why, and how you can make it work to your advantage.
China is moving away from reducing debt to focus on external problems. That could mean loosening monetary policy – and a rebound in market sentiment.
Investing in digital doesn’t mean sticking solely to traditional tech firms, says fund manager Nick Train.