Master Investor Magazine
SEPTEMBER 2019
Features
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AUTOMOTIVE ARMAGEDDON
WHICH AUTO MANUFACTURERS WILL PICK UP THE PIECES?
By Victor Hill -
YIELD CURVE INVERSION
DOES IT SPELL DISASTER FOR THE MARKETS?
By David Jones -
RESTAURANT FRANCHISING
GRAB A SLICE OF SOME TASTY RETURNS
By Andrew Latto, CFA -
THE PRICE IS REIT
PROPERTY TRUSTS ARE LOOKING CHEAP
By Nick Sudbury -
POUND REBOUND
IS THE BATTERED POUND DUE A BOUNCE?
By David Jones
All other topics covered in this issue
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Mellon on the Markets
Inside the mind of the Master Investor: Influential British investor Jim Mellon reveals his latest thoughts on the markets.
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Portfolio Intelligence – From Jonathan’s Coffee House to the LSE
Mark Watson-Mitchell looks at the growth of the alternative UK stock markets, including JP Jenkins and NEX.
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From Acorns to Oak Trees – Take another look at the discount to book
Richard Gill, CFA, takes a closer look at three small caps trading at less than their net asset value.
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PARTNER CONTENT – Beware the disruptive regulators
Regulations can often be positive for industry incumbents, but investors need to be wary of regulator change, explains Ben Lofthouse of Henderson International Income Trust
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The Macro Investor – How to build a quality portfolio for rising volatility
In the light of a widely anticipated economic slowdown, Filipe R. Costa explains how quality factors can be used to manage an effective portfolio.
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Dividend Hunter – Mitie disappointment or Mitie dividend potential?
Mitie's share-price performance has been disappointing of late. But with sensible management, the company could return to health in the coming years, argues John Kingham.
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Stocks in Focus – Bellway – a cheap stock with long-term growth potential
Robert Stephens discusses why the FTSE 250 housebuilder could offer a more robust financial outlook than its current valuation suggests.
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Book Review – The Future of (Almost) Everything
Richard Gill, CFA, reviews The Future of (Almost) Everything by Patrick Dixon, who has a reputation as a credible and insightful long-term trend forecaster.
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The Final Word – Japanese lessons
The West has learnt nothing from the experience of Japan's lost two decades. That could prove to be painfully expensive, warns Tim Price.
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Investor Events Diary
All the hottest upcoming investor events in September and beyond.
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Markets in Focus
Market data for the month of August.
All issues
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APRIL 2020
The future of power
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SUPPLEMENT - THE EDGE (SPRING 2020)
The Edge
Spring 2020 Edition
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MARCH 2020
The great automotive transition
Who will be the winners and losers?
View more > -
FEBRUARY 2020
Black gold
Why the oil majors are here to stay
View more > -
JANUARY 2020
Best ideas for 2019
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DECEMBER 2019
How to invest in Medtech in the age of AI
View more > -
SUPPLEMENT - THE EDGE (AUTUMN 2019)
The Edge
Autumn Edition 2019
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NOVEMBER 2019
How to get clever investing in the Smart Economy
View more > -
OCTOBER 2019
How to invest in the next wave of tech
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AUGUST 2019
Crypto Dawn
Is Facebook’s Libra the future of crypto?
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JULY 2019
Investing in the age of populism
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SUPPLEMENT - THE EDGE (SUMMER 2019)
The Edge
Summer Edition 2019
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JUNE 2019
Investing in the age of populism
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MAY 2019
The sharing economy
Opportunity or ideology?
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APRIL 2019
eToro
Grabbing the bull by the horns
View more > -
MARCH 2019
Cyborgs
Superhuman investment potential?
View more > -
SUPPLEMENT - THE EDGE (SPRING 2019)
The Edge
Spring Edition 2019
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FEBRUARY 2019
How to get the most from your ISA & SIPP
View more > -
JANUARY 2019
How to invest in 2019
View more > -
DECEMBER 2018
AIM
Down but not out
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NOVEMBER 2018
Investing for Growth
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OCTOBER 2018
Black gold shines again
How to ride the recovery in the oil price
View more > -
SEPTEMBER 2018
Renewable Energy
How to position your portfolio for a new investment climate
View more > -
AUGUST 2018
The Dividend King
How one trust grew its dividend for more than half a century
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JULY 2018
The Healthcare Revolution
Investing for a healthier future with OrbiMed’s Sven Borho
View more > -
JUNE 2018
Property
Where next for Britain's favourite investment?
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MAY 2018
How to give your finances a Spring Clean
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APRIL 2018
Death of the High Street
Where next for the retail sector?
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MARCH 2018
Around the World in Eight Investments
Fidelity’s Tom Stevenson goes globe-trekking for the best returns
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FEBRUARY 2018
African Dawn
How to play the next emerging market
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JANUARY 2018
How to Invest in 2018
View more > -
DECEMBER 2017
The Future of Money
Cash, Crypto or Gold?
View more > -
NOVEMBER 2017
The American Dream
Investing in the world’s most dynamic economy
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OCTOBER 2017
Juvenescence
Investing in an age of longevity
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SEPTEMBER 2017
The new arms race
15 stocks to dominate the modern battlefield
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AUGUST 2017
Climate Change
Curse or Opportunity?
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JULY 2017
The Aviation Revolution
And how to profit from it
View more > -
JUNE 2017
Cyber Wars
Who will win?
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MAY 2017
La Belle France
It's time to feast on the crème de la crème of the French stock market
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APRIL 2017
Driving into the future
Move your portfolio up a gear with the automotive revolution
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MARCH 2017
Fidelity's Tom Stevenson
Keeping the Faith with Markets
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FEBRUARY 2017
SyndicateRoom
Invest with the pros
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JANUARY 2017
Agriculture
Prepare to harvest the next growth market
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DECEMBER 2016
The end of globalisation
We reveal the winners and losers
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NOVEMBER 2016
Financial Crisis II
How to prepare for the inevitable crash
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OCTOBER 2016
Inflation
How to protect your portfolio from investors’ worst enemy
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SEPTEMBER 2016
The End of Austerity?
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AUGUST 2016
Uranium
How to play the next bull market
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JULY 2016
Time for Take-Off
How growth in global air travel can lift your portfolio
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JUNE 2016
Virtual Reality
How to profit from the coming revolution
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MAY 2016
How to Invest Like Warren Buffett
View more > -
APRIL 2016
Retirement
Can you afford it?
View more > -
MARCH 2016
The Rise of the Machines
How to invest in the age of the robot
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FEBRUARY 2016
The Death of Commodities?
Plumbing the depths of the commodity market
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JANUARY 2016
Big Ideas for 2016
Packed full of trading and investment ideas for the New Year
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DECEMBER 2015
Cyber-Security
How to cash in on the new arms race
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NOVEMBER 2015
Is There a Bubble in Biotech?
Is the biotech boom at an end?
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OCTOBER 2015
Space
How to invest in the final frontier
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SEPTEMBER 2015
A Conflict of Interest
When will interest rates rise?
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AUGUST 2015
Japan
Land of the rising stock market
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JULY 2015
Mid-cap magic
Our guide to investing in the sweet spot of the market
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JUNE 2015
How to pick the perfect share
We sort the wheat from the chaff in the UK market
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MAY 2015
Whoever wins, Britain loses
General election 2015
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APRIL 2015
The pinnacle of bricks & mortar investment
Empire State Building: own a piece of history through the REIT
View more >