Defence spending is on the rise. A range of companies, from traditional defence firms to those specialising in cybersecurity, are set to see demand increase. Should investors look to this sector for potential growth? Partner Content by HANetf https://lnkd.in/dnHEAT9N #investing #stocks #geopolitics #growthstocks
Investors' Chronicle
Financial Services
London, London 3,811 followers
The authoritative source of investment inspiration from the Financial Times.
About us
The authoritative source of investment inspiration from the Financial Times.
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http://www.investorschronicle.co.uk/
External link for Investors' Chronicle
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Updates
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The wave of activity in recent months suggests commercial real estate market is coming out of the doldrums. Declining rents are turning round and even the London office market is better than it seems. Fund managers are even buying more shopping malls as M&A picks up. Michael Fahy unpacks all the latest action and gives Reit investors reasons to be cheerful. Find out more here: https://on.ft.com/4fjcVrV
Why Reits' chunky discounts could soon narrow
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Economists have been borrowing from the science field from the beginning. From the term ‘equilibrium’ to a more recent finding that markets react to a crash in a similar way that aftershocks affect areas hit by earthquakes. Hermione Taylor looks at the benefit of studying science to learn more about market instability and the diverse set of strategies that shape it. https://on.ft.com/4cHcrtB
What 'econophysics' tells us about investing
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Managing costs is vital to running a successful portfolio, and the expansion of the exchange traded funds industry has given investors thousands of opportunities to invest in almost every asset going at very reasonable prices. But, navigating your way through, and finding the right funds, is very, very difficult. Fret not, for more than a decade, Investors’ Chronicle has cast its expert eyes over what’s available and picked out the best 50 ETFs across a range of assets, markets and styles. Dave Baxter and his expert panel have refreshed their picks and you can find our updated list here: https://on.ft.com/3XXm2rK
IC Top 50 ETFs 2024: the best ETFs to buy
investorschronicle.co.uk
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The AI bonanza shows no signs of slowing and even the most ardent of naysayers will still be benefiting from rising share prices. Plenty will flag the similarities between AI and the banking boom, or the tech bubble before that, but, what if the easiest comparison was a lot closer to home? There was a flood of capital into London offices pre-2020 and now, in the new world, this was a foolish bet. Property investors have faced their reckoning already and are adapting and Alex Newman explains why AI investors may have to do the same. Find out more here: https://on.ft.com/3zCenoI
What London property and AI have in common
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Can defence stocks offer investors security? Building defence stocks into a portfolio could help investors hedge against market-depressing geopolitical shocks, says one investment manager. Partner Content by HANetf https://lnkd.in/dnHEAT9N #stocks #investing #geopolitics #ETFs
Why investors should consider defence
investorschronicle.co.uk
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When does someone know they’ve stumbled upon a good idea? Innovation drives progress but a good idea is only half the battle. History is littered with new ideas unfairly receiving mixed reviews – and as an investor, it’s important not to be put off by negativity. In her latest piece, Hermione Taylor unpacks what academic research says about ideas and the impact of innovation on investors' nerves. Read more here: https://on.ft.com/3RUIRsb
How to spot good ideas
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Those who stand out from the crowd and push for something different tend to be the ones hailed as “great”. But is it great when you apply an alternative way of thinking to investing? In our latest stock screen, Alex Newman explores classic metrics of contrarian investing that, although controversial, can lead to big wins. Find out more here: https://on.ft.com/3xDKvrD
Five UK contrarian stocks
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The new government with a five-year mandate raises the prospect of major changes to the way the nation is governed. Investors’ Chronicle looks at what happens next: https://on.ft.com/4eTgEMk
What investors can expect from Keir Starmer’s Labour
investorschronicle.co.uk
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As interest rates started to rise around the world, plenty of housing markets started to suffer. But the UK was one of a handful of nations where house prices rose, despite the Bank of England ramping up the cost of borrowing and mortgage providers spooked by Liz Truss’s chaotic Budget. The UK’s somewhat unique approach to buying property insulated it as rates rose, but this same feature could have the opposite effect as rates come down: hence why hopes of a house price resurgence are misplaced, writes Hermione Taylor. Find out what’s going on here: https://on.ft.com/4boNgKV
Why interest rate cuts won't boost house prices
investorschronicle.co.uk