Equities

The new arms race – 15 stocks to dominate the modern battlefield

The new arms race – 15 stocks to dominate the modern battlefield

1 mins. to read

Total military expenditure as a percentage of global GDP has been in steady decline over the last 60 years or so. It fell from just over 6 percent in 1960 to 2.225 percent in 2016. That could be about to change. The absolute amount of money spent on soldiers, sailors, airmen and their increasingly technologically…

3 utility companies offering low-risk routes to income

3 utility companies offering low-risk routes to income

2 mins. to read

Defensive stocks such as utility companies could become more popular over the medium term. Instability in North Korea may escalate in the coming months, and this may create an increasingly risk-off attitude among investors. Higher inflation may also cause utility stocks to become more popular, with their high yields and bright dividend growth prospects having…

The Trouble with Tesla? – Electric cars!

The Trouble with Tesla? – Electric cars!

12 mins. to read

The electrification of vehicular transport is coming. France, the UK and now India have set target dates for the demise of petrol engines. (Diesels will be banished even sooner). But are electric cars really all they are cracked up to be? Are they really that environmentally friendly? And will the economics of electrification really be…

Why the property sector could be boom or bust for investors

Why the property sector could be boom or bust for investors

2 mins. to read

The UK property sector offers a significant investment opportunity for the long term. There is a fundamental lack of supply of housing, while demand remains high. Population growth is forecast to significantly exceed the number of new homes built over the next decade, so this situation is unlikely to change. However, within the UK property…

Is your portfolio locked and loaded for the next arms race?
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Is your portfolio locked and loaded for the next arms race?

11 mins. to read

In the September edition of the MI magazine I’m going to be analysing why military expenditure is going to rise in a multi-polar world. This will be good news for defence contractors. The world is a much more dangerous place than we thought it would be when the Cold War ended in the early 1990s…

What you need to know to avoid the next Carillion

What you need to know to avoid the next Carillion

0 mins. to read

Following its demerger from Tarmac Group in 1999, Carillion has given its shareholders fantastic returns year after year. Perhaps the best example of this is its dividend, which grew every single year, going from 2.7p in 1999 to 18.4p in 2016. That’s equivalent to a growth rate of 12% per year, every year, for 17…

Biofuels could transform the energy landscape – and your portfolio

Biofuels could transform the energy landscape – and your portfolio

12 mins. to read

Everyone understands what wind turbines are – and everyone knows what solar panels do (though few of us know exactly how photovoltaic cells convert sunlight into electricity). Biofuels, however, remain the Cinderella of the renewables sector. Can you really grow bio-kerosene in a field to power a commercial aircraft? Yes, you can. Biofuels are emerging…

Making a mint with Initial Coin Offerings

Making a mint with Initial Coin Offerings

5 mins. to read

A few weeks ago on the Master Investor blog Nick Sudbury argued that investors, given the current environment of rising inflation, should be looking at ways to protect their wealth from currency debasement. One way of doing that is to invest in cryptocurrencies such as bitcoin, the increasingly popular Ethereum, or perhaps one of 900+…

Three small cap IPOs to liven up a quiet summer

Three small cap IPOs to liven up a quiet summer

1 mins. to read

Let’s look at three interesting small cap companies which have recently  listed on the markets during these traditionally quiet summer months. 1) Angling Direct There aren’t many sports which offer the possibility of taking home dinner when you’ve finished playing. But angling, one of the most popular participation sports in the UK, is one of them. According…

Two emerging-markets stocks delivering rapid dividend growth

Two emerging-markets stocks delivering rapid dividend growth

2 mins. to read

Dividend growth has become a much more important issue for many investors now that inflation has risen from 0.5% to 2.6% in the last year. The problem, though, is finding companies with high and reliable dividend growth rates. UK-focused companies come with additional uncertainty surrounding Brexit, for example, which means international stocks may be a…