Magazine - 17 Aug 2023 | Shares Magazine

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Magazine - 17 Aug 2023

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Discover how reliant some of your favourite funds are on just a few sectors and stocks.

Find out about the Shares investment idea up 39% in a matter of weeks. The latest digital magazine reveals what is behind the quickfire gain.

Laith Khalaf examines some of the lessons from a decade of AIM stocks being eligible for ISAs. Get the story behind Eli Lilly's ascent to become the world's largest pharma firm by market value and, in our latest stock analysis piece, learn how to analyse Greggs in five easy steps.

Also in the issue: articles on Smith & Nephew, a Tapestry/Capri mega-merger, big AI play Nvidia and much more.

Feature

Your favourite funds: Are they reliant on just a few holdings for their returns?

Exploring concentration risk at popular funds like Fundsmith, Lindsell Train and Scottish Mortgage

News

Top fund managers continue to back the UK consumer amid record wage growth

Recent indicators suggest the UK could avoid a 2023 recession but wage growth surprise revives interest rate fears

Week Ahead

Nvidia earnings report will determine if its superb run can continue

Shares are up more than 180% year-to-date but have stalled in recent weeks

Great Ideas

Watchdog U-turn leads to quickfire EMIS profit of 39%

Time to sell after healthcare tech takeover greenlit and stock jumps

News

Big breakthroughs on obesity and Alzheimer’s make Eli Lilly world’s largest pharma firm

Shares are up more than 70% over the last 12 months as two new treatments capture market’s imagination

Editor's View

Watch out: Chinese real estate worries are stalking the market once again

It is worth maintaining perspective but also being alive to the risks which are bubbling up

Feature

How to analyse Greggs in five easy steps

We look at the investment merits of the Tyneside-based food-on-the-go star turn

News

Two potential UK winners from the Tapestry-Capri luxury mega-merger

Whether the US mega-merger can disrupt the dominance of European conglomerates is debatable

Great Ideas

Irn-Bru maker AG Barr deserves more credit for its sales momentum

The Irn-Bru, Rubicon and Boost drinks maker is strategically well-placed for growth

News

Pod Point powers down but hopes change at the top can recharge the shares

Company has fallen more than 80% on its 2021 IPO price and is down 45% year-to-date

Feature

Why investors in US shares may have to lower their growth expectations

It may be hard to justify the market’s lofty valuations for much longer

Feature

Smith & Nephew management under big pressure to deliver on their promises

Medical devices firm faces moment of truth after outlining turnaround goals a year ago

Week Ahead

Wood Group needs to show big progress after collapse of Apollo deal

Private equity firm walked away from a £1.6 billion bid in May

Great Ideas

Secure Trust Bank is cashing in helping consumers get what they want

Despite its strengths this specialist lender remains deeply unloved and undervalued

Personal Finance

Lessons from a decade of AIM shares being allowed in an ISA

There are tax advantages and some names have performed exceptionally well but you must tread carefully

Ask Tom

Why do ex-pats in some countries see their state pension frozen when others don’t?

Reader queries why the situation in neighbouring states the Philippines and Thailand is different

News

Fresh ‘Spot The Dog’ research reveals big increase in funds failing to deliver for investors

The global sector saw the highest number of dog funds overall