Magazine - 19 Nov 2020 | Shares Magazine

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Magazine - 19 Nov 2020

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Unlocking the world. As vaccine developments hot up Shares examines the stocks and sectors which could benefit from a reopening of the economy.

This week's issue includes a detailed look at the repair job being carried out at Fundsmith Emerging Equity Trust, analysis of the rotation from growth into value, insight into the Singles Day retail bonanza in Asia and what Tesla's S&P 500 inclusion means for the electric vehicle manufacturer.

Also in the digital magazine: how debt can be useful to a business, the unsung heroes which have driven the US market higher in 2020 and the secret formulas employed by fund managers to help them identify investment opportunities.

Great Ideas

Oxford Instruments successfully backing the world-changing boffins

Science and technology tools maker remains attractive even after 44% run

News

Singles Day bonanza could salve Alibaba’s Ant wounds

JD.com, Apple, L’Oreal join Chinese e-commerce giant in reaping huge sales

News

Streaming TV success boosts Walt Disney

Family entertainment giant reshaped during stay-at-home 2020

Great Ideas

Homeserve to keep growing through lockdown

The home repairs company reported stronger revenue and profit and remains largely unaffected by the pandemic

News

A new wave of renewable trusts set for London IPOs

Three vehicles plan to float and are keen to differentiate themselves from existing peers

Great Ideas

Why Focusrite gains should last beyond lockdown

The company can ride a wave of unprecedented demand to achieve long-term success

Great Ideas

JPMorgan Japanese rides GDP boost

We remain fans of this top-performing trust’s focus on quality companies with structural growth

News

What Tesla’s inclusion in S&P 500 means

$10 billion tracker funds trade on the cards for electric cars maker

Great Ideas

Time to ride the bounce at Burberry

The trenchcoats-to-cashmere scarves seller is beginning to recover from the worst impacts of the pandemic

News

The vaccine catalysts still in store

Stock gains more muted as investors welcome the news of another potential treatment

Editor's View

Let’s hope ESG doesn’t become a meaningless term

It is important to distinguish between those paying lip service to ethical investing and those making a tangible difference

News

The big rotation into value

The vaccine breakthrough has shone a light on the path towards recovery and exposed the market’s preference for growth

Great Ideas

Self-help makes Renewi a compelling recovery play

Strong cash flow generation and lower debt have transformed the investment case for waste firm

Russ Mould

How does the UK escape from its debt trap?

What happens when a country’s rate of borrowing increases so rapidly

Feature

The lesser-known US stocks which have beaten big tech

We look at the unsung heroes of the rally in the S&P 500

Feature

Unlocking the world: The stocks to buy ahead of a vaccine

Investment ideas as the market becomes more confident about economic recovery

Ask Tom

Can I open a SIPP alongside my workplace pension?

Our resident expert looks at your options when it comes to retirement savings

Feature

How Fundsmith Emerging Equities Trust plans to fix performance

FEET hasn’t enjoyed the magic touch of Fundsmith Equity and Smithson but that could change

Personal Finance

Preparing for a potential capital gains tax raid

As the Treasury looks for ways to rebuild the public finances investors should get ready for changes

First-time Investor

How much debt should a business have?

When comparing companies its important to understand how they are financed

Feature

The secret formulas employed by the experts

We talk to managers about the metrics they use as a first step in identifying potential investments