Magazine - 27 Jun 2024 | Shares Magazine

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Magazine - 27 Jun 2024

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Taking control of your retirement destiny. Exploring the merits of pension consolidation and how it could help you save money.

What does the election mean for money and markets? Editor Tom Sieber looks at different scenarios for 4 July and considers the potential impact on stocks, currencies and gilt yields.

Plus, what managers of the two leading technology investment trusts in the UK think about the risks of an AI bubble. Investment ideas include an underappreciated tech firm and a vehicle investing in ‘real’ assets.

The digital magazine includes a look at how to build a starter portfolio and you can read the latest on Nvidia, Sainsbury’s, Ocado and more.

Editor's View

What the election could mean for money, markets, stocks and sectors

Assessing potential investor reactions to a range of different outcomes on 4 July

News

Nvidia market cap could hit $5 trillion, says analyst

AI chip champion seen surging far higher as it capitalises on technology lead

Feature

Taking control of your retirement destiny

The case for consolidating your pensions

News

The story behind a near-halving in YouGov’s share price

Increased competition and scaled-back client budgets have caused company to struggle

Great Ideas

There are catalysts to power Dell shares 30% higher and it’s not just about AI

Recent sell-off creates great entry point ahead of tech hardware refresh cycle

News

XPS Group ‘does the double’ with two years of 20% top-line growth

Having debuted just seven years ago the shares have now joined the FTSE 250

Great Ideas

Take advantage of the deep discount to NAV at JPMorgan Global Core Real Assets

The fund has low correlation to traditional assets

News

Ocado shares hit seven-year low after Canadian partner hits ‘pause’

New customer fulfilment centre was due to go live next year

Week Ahead

Sainsbury’s ‘Food First’ strategy seen supporting mid-single digit sales growth

Kantar till-roll data suggests the firm is taking market share from Asda

News

Is the tide finally turning for retailers?

May’s sales rebound spells great news for the sector’s hard-pressed constituents

Week Ahead

Import volumes are crucial for Constellation Brands’ continued run of form

Analysts remain cautious despite the shares’ strong performance this year

Great Ideas

Why you should stick with Rockwood Strategic

This value-focused trust is a savvy great way to profit from renewed interest in UK small caps

Week Ahead

Consumer spending revival provides pre-election fillip to UK economy

A resurgence of input-cost inflation could mean a delay in cutting rates

Feature

Is AI creating a tech bubble? Find out what the experts think

Many tech stocks are trading at all-time highs but fund managers think the sector is still hugely attractive

Education

Building your first portfolio is easier than you might think

Starting as early as possible can pay off in the long run

Russ Mould

Will the third plenum prime fresh interest in China?

The market will be watchful for policy changes which can revive the country’s economic fortunes

Feature

Emerging markets: Indian elections, Chinese IPOs and implications of lingering dollar strength

Three things the Templeton Emerging Markets Investment Trust team are mulling over right now

Feature

Meet the stocks behind the Indian market’s long-term gains

Looking at the names with the largest weightings in the MSCI India index

Personal Finance

What to do when you’re pushed into the next tax bracket

Options for when a change in earnings lifts you over a threshold

Ask Rachel

What is pound cost ravaging and how can I guard against it?

This phenomenon can have a damaging impact on your pension pot but there are strategies you can employ