Are Reits’ external managers holding back takeovers in the sector?
In the current challenging times in the listed property sector, shareholders are becoming more vocal about their opinions, especially when it comes to external managers. The recent activist battle at PRS Reit has brought this issue to the forefront, with concerns raised about the renewal of an external investment management contract potentially hindering a takeover […]
China’s bounce may be short-lived
China’s recent announcement of new support measures to boost domestic growth amid a property downturn has had a significant impact on investment trusts like Baillie Gifford China Growth (BGCG), Fidelity China Special Situations (FCSS), and JPMorgan China Growth & Income (JCGI). These trusts saw an average share price increase of 17 percent over five trading […]
Bees, caribou bones and Mike Ashley
Bees may not be the first thing that comes to mind when thinking about investing, but their behavior holds valuable lessons for DIY investors. While bees may seem to operate in a Soviet or feudalist manner, their ability to balance exploitation and exploration is key to their survival. The waggle dance, a form of communication […]
Warren Buffett’s bet against US kidney health
The US company DaVita has seen its stock price soar in recent years, but this success comes at a cost – the health of American kidneys. The Medicare system covers the cost of kidney dialysis treatment regardless of age, leading to this treatment accounting for around 1% of the total US federal budget. Patients in […]
Labour’s landlord reforms are tougher than expected
The Renters’ Rights Bill introduced by the government yesterday aims to bring about comprehensive reform to the buy-to-let market. This long-awaited rental reform has been on the agenda for some time, with previous attempts by the Conservative government coming close to approval before being abandoned due to a general election. Many of the measures in […]
What to make of Rolls-Royce’s controversial CEO
Tufan Erginbilgiç took the helm at Rolls-Royce (RR.) and immediately set the tone with his bold “destroying value” speech. In his address, he likened the company to a “burning platform” and acknowledged that every investment made was currently eroding value. While some viewed his words as alarming, Erginbilgiç aimed to convey a sense of urgency […]
A slowdown will be worse for investors than inflation
The recent rally in the S&P 500 has led many to believe that inflation has been defeated and that interest rate cuts are imminent. However, what the market seems to be overlooking is the risk of an economic slowdown. In reality, deflation could pose a much greater threat to equities. The signs of a faltering […]
Does the ‘Rule of 40%’ actually find growth stocks?
Stockpicking can be a daunting task for investors. It requires thorough research, analysis, and a deep understanding of the companies’ fundamentals. Finding companies with strong growth prospects, competitive advantages, experienced management teams, and attractive valuations is no easy feat. However, there are tools available to simplify the process and help investors narrow down their options. […]
Why Aristotle would be upset with Oasis and Walmart
The recent controversy surrounding the dynamic pricing strategy adopted by the Manchester band Oasis and ticket sales platform Ticketmaster has sparked outrage among fans. Initially advertised at a maximum price of £150, the tickets for the band’s reunion tour soared to over £350 due to high demand, leaving many fans unable to afford them. The […]
‘Do not invest in this fund’
In 2022, the stock market has been buzzing with talks of a ‘Great Rotation’. This concept suggests that investors are shifting away from the dominant trend of the past 15 years, which focused on growth-oriented large-cap stocks. However, the specifics of who is making this rotation and what they are reallocating their investments into remain […]