Magazine - 23 Dec 2020 | Shares Magazine

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Magazine - 23 Dec 2020

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In this bumper issue of Shares, discover the 12 stocks and eight fund and investment trusts picked to succeed in 2021.

The digital magazine reviews the performance of its 2020 stock picks, which outperformed the market once again. It also looks at the best performing shares across the UK market this year.

Find out why Baillie Gifford funds have done so well, the trends that will shape ESG investing in the coming 12 months, and pearls of wisdom from Fundsmith boss Terry Smith.

Feature

Top stocks for 2021

Discover our top investment ideas

News

New fears for retail, leisure and oil sectors as Covid bites

Share price movements show investors getting nervous again

News

All eyes on AstraZeneca as markets wait for vaccine approval

A green light could help to calm markets shocked by tighter government restrictions pre-Christmas

Editor's View

Is it time to take bitcoin more seriously?

Recent moves by institutional investors and large corporates warrant closer inspection

Feature

The best performing stocks of 2020

We reveal the top risers across four different segments of the market

Russ Mould

Is food one reason why inflation could crop up in 2021?

Soft commodity prices are on the move after years of being relatively subdued

Feature

The year Baillie Gifford took over the investing world

Many of its funds have been best performers this year, but if value makes a comeback will success be harder to achieve in 2021?

News

The underappreciated risks to markets in 2021

We look at various predictions of what could trip investors up next year

First-time Investor

Getting you started: Ways to make money from investing

We round up the education series to date with links to all the articles

Great Ideas

Stock pick for 2021: Alibaba

It’s the equivalent of Amazon in China and a great way to play the boom in e-commerce and cloud computing

Great Ideas

Stock pick for 2021: Tracsis

A strategic shift to focus on the rail sector could lead to bigger acquisitions and greater profits

Great Ideas

Stock pick for 2021: Eurofins Scientific

Testing giant trades at a big discount to rivals with its qualities not fully recognised by the market

Great Ideas

Stock pick for 2021: JD Wetherspoon

Described as the ‘cockroach of the high street’, JD Wetherspoon could gain big market share next year

Great Ideas

Stock pick for 2021: BHP

The outlook is bright for BHP’s main commodity products next year and there’s good dividend potential as well

Great Ideas

Stock pick for 2021: Inspecs

The eyewear specialist is under the radar for most investors and offers very attractive growth potential

Feature

How our 2020 stock portfolio stayed afloat despite Covid

A near 5% total return compares with an 8.7% loss for the wider UK market

Great Ideas

Stock pick for 2021: Convatec

The business is looking healthier after rectifying earlier mistakes and earnings growth is back on the menu

Great Ideas

Stock pick for 2021: RWS

Revenue and cost synergies from a big acquisition will boost earnings on top of a structural growth story

Funds

Fund and investment trust picks for 2021

AJ Bell’s Ryan Hughes offers ideas for investors with different risk appetites and those looking for income

Great Ideas

Stock pick for 2021: PZ Cussons

We see big turnaround potential for the owner of some very strong brands

Great Ideas

Stock pick for 2021: Diageo

The spirits manufacturer is a quality business which should enjoy a recovery in demand in 2021

Ask Tom

When can I claim my state pension?

Our expert helps address a question on retirement age

Personal Finance

DIY investors are cautiously confident for 2021

Results of survey reveal concern about tax, confidence in Asia and tech

Great Ideas

Stock pick for 2021: Qinetiq

This is a great quality business executing on its international growth strategy and boasting strong earnings visibility

Great Ideas

Stock pick for 2021: Ocado

We believe supermarkets will dramatically boost investment in online capability and Ocado could be a major beneficiary

Feature

The trends that will shape a continuing ESG boom in 2021

E will will dominate but S and G are rising up the agenda

Feature

Emerging markets: Views from the experts

Three things the Franklin Templeton Emerging Markets Equity team are thinking about today

Feature

Is China still a developing economy?

Chinese dominance of emerging markets indices looks set to grow

Book reviews

Terry Smith on lessons learnt in his first 10 years at Fundsmith

This collection of shareholder letters and articles is a gold mine for investors