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Magazine - 15 Aug 2024

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How to dial down volatility in your portfolio. Looking at ways of reducing your exposure to the market’s wildest swings.

Plus, why the carry trade matters, how fund managers are reacting to events in Japan and why legislative changes in Germany and US could herald a new wave of cannabis IPOs.

Discover why the shift in the US presidential race may not affect markets yet, how the UK IPO market is picking up and why Western businesses and brands are finding life in China a grind.

Also in the digital magazine: investment ideas include an ingredients play and home furnishings retailer plus details on the new ESG labels for funds.

Feature

How to dial down volatility in your portfolio

Funds and stocks to help you weather future swings in the market

News

A dramatic shake-up of the US presidential race may take time to be felt in markets

Polls shows current Democratic vice-president Kamala Harris ahead of former US president Donald Trump

Great Ideas

Dunelm is just the right stock to play a revival in consumer spending

We believe the ‘Home of homes’ is more defensive than investors appreciate

Feature

How regulatory changes could spark a new wave of cannabis companies

The US cannabis market is forecast to grow at an annualised rate of 14% a year over the next decade

Great Ideas

Time to turn sweet on Tate & Lyle

The negative reaction to a sensible acquisition looks excessive and the ingredients group’s discount to peers looks overdone

News

Western businesses are finding life a grind in China

As well as the poor performance of the world’s second largest economy, shifting consumer habits are at play

News

Raspberry Pi dishes up new products just two months after its IPO

The omens are good for more innovative UK companies to come to market

Great Ideas

Canadian General Investments beats its benchmark so far in 2024

We continue to think the discount will narrow at this trust with enviable long-run returns

News

Beazley shares hit record high as profits almost double

Firm sees plenty of cyber risk opportunities after global IT outage

News

Why engineering outfit Spirax Group is in a downward spiral

Analyst thinks margins and cash flow could remain below historical levels for some time

Feature

Fund managers spy opportunities after recent carnage in Japanese markets

How the professionals are responding to the Nikkei’s worst day since 1987

Week Ahead

Staffing group Hays unlikely to provide an upbeat outlook for 2025

Analysts expect weak markets to cause a 50% fall in 2024 earnings

Personal Finance

New labels hit the ESG investment world

Unpicking an attempt to prevent greenwashing on the part of funds

Week Ahead

Can Target demonstrate it is on the right track?

The department store chain’s discretionary categories skew has been unhelpful at a time of softening consumer demand across the pond

News

Calm returns to markets ahead of Fed inflation test

Bets on a September rate cut have risen since the shake-out

Feature

What is a carry trade and why does it matter?

Explaining a key factor behind the current market volatility

Dan Coatsworth

Why more FTSE 100 companies are offloading assets to sharpen their focus

It’s not just the number of firms on the UK stock market that’s shrinking

Ask Rachel

What happens if I pass my pension on to my wife after I’ve turned 75?

Helping with a question on the tax treatment of leaving retirement holdings to a spouse

Editor's View

Does high executive pay matter for investors?

Comparing the rewards on offer to CEOs with performance