[ad_1] A Dollar for Fifty Cents: Proven Strategies to Outperform the Market with Closed-End Funds. 2025. Michael Joseph. IW$ Press Closed-end funds (CEFs) are “chronically mispriced by the market,” writes Michael Joseph, CFA, but for investors hoping to capitalize on that inefficiency, “simply buying a closed-end fund trading at a discount isn’t enough.” Just picking the funds with the deepest discounts to net asset value (NAV) or the highest yields, adds Joseph, is a “recipe for disaster.” He further cautions that investing in a CEF in hopes that an activist investor will swoop in and close the gap between NAV and market price is “risky” and “speculative.”…
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[ad_1] Image source: Getty Images As a sector, UK homebuilders have endured a rough couple of years thanks to interest rates staying higher for longer and weakness in the UK economy. Within the sector, I spotted one of the FTSE 250 firms that took a large hit in 2024 and still hasn’t recovered. Yet, based on my outlook for the company, I think it could be a rare opportunity to buy on the cheap right now. A tough period I’m talking about Vistry (LSE:VTY). The share price might be up 30% over the past year, but this is slightly misleading…
[ad_1] Global transportation networks and the climate are both facing a “demographic time bomb” as Baby Boomers age out of driving — and America needs to act particularly fast and embrace solutions to the converging crises that decenter cars, according to a team of built environment experts.International engineering and architecture firm Sidara recently sounded the alarm about the coming wave of people around the world aging past 60 years old — a group that will likely double between now and 2050. And that could have particularly big implications for the fight to stop climate change, as the group pointed out…
[ad_1] Image source: Getty Images The first couple of weeks of the year typically see analysts at major banks and brokers update their views on particular stocks. Coming into 2026, I had an optimistic view of Tesla (NASDAQ:TSLA) stock, based on several factors. Having taken a look at the target prices from several analysts, here’s the impact it’s had on me. Running through the numbers To begin with, we should be clear that analysts’ views are subjective. The target prices for the coming year aren’t guaranteed. However, these people are experts in their field, so it’s worth taking their views…
[ad_1] Image source: Getty Images Billionaire Warren Buffett’s top rule for investors is dead simple – don’t lose money. But how can anyone follow this in a stock market where share prices can go down as well as up? Nobody can prevent a stock going down. Fortunately though, this isn’t what Buffett means when it comes to avoiding losses – it’s something else entirely. The stock market There are two ways to think about buying shares. One is in terms of owning a stock that can move up and down in price and the other is about being part of…
[ad_1] Image source: Getty Images For a while, investors were making a small fortune out of Greggs (LSE: GRG) shares. The bakery chain was flavour of the month among users on The Motley Fool, attracting attention far beyond its status as a medium-sized FTSE 250 stock. Part of that was down to impressive growth as Greggs saturated UK high streets and expanded into supermarkets, retail parks, railway stations, and even airports. The group’s marketing was just as impressive. The Greggs vegan sausage roll became a joke we could all sink our teeth into. Growth stock falls At their peak, roughly…
[ad_1] Image source: Getty Images UK shares surged last year, delivering a staggering 25% total return for FTSE 100 investors. That’s roughly 6x more than what some of the most generous savings accounts delivered over the same period, transforming every £1,000 into £1,250. It’s important to highlight that this is quite exceptional, with the long-term average return typically sitting around 8% a year. But even at this rate, investing a small lump sum each month can still build considerable wealth in the long run. Here’s how putting aside just £50 each month could be all that it takes to eventually…
[ad_1] Image source: Rolls-Royce plc The Rolls-Royce (LSE:RR.) share price has been one of the FTSE 100‘s greatest recovery stories. It was trading below 100p per share less than three years ago. Today its stock changes hands at £12.82. Strong end markets and widescale restructuring have underpinned its stunning ascent. But have Rolls-Royce shares peaked? Here are four important factors to consider before buying the FTSE company today. 1. Civil aerospace strength A strong civil aviation sector is critical for Rolls-Royce. It accounts for almost 70% of profits, and was the backbone of the company’s post-pandemic recovery. The good news…
[ad_1] Image source: Getty Images The Stocks and Shares ISA annual tax-free allowance is locked at £20,000 for 2026, but from April 2027, the Cash ISA allowance drops to £12,000. This is a wake-up call for investors amid falling rates and persistent inflation. So what’s the optimal way to rebalance assets and beat inflation with minimal risk? Let’s take a look. Inflation and interest rates in 2026 With UK CPI expected to hover around 2.1%-2.5% through 2026 and 2027, cash savings could erode fast. Meanwhile, factors like China’s slowdown and OECD growth upgrades to 1.2% threaten to shake up global…
[ad_1] Image source: Getty Images A newborn with just £2,000 invested in a Self-Invested Personal Pension (SIPP) could one day retire with close to £850,000. No that’s not a typo — and it all comes down to how pensions work and the extraordinary power of compounding. To start, when money’s paid into a pension, the government adds tax relief. For someone with no earnings — including a baby — parents or grandparents can contribute up to £2,880 a year, and HMRC automatically tops the SIPP up by 20%. So a £2,000 contribution doesn’t stay £2,000 for long. It becomes £2,500 once the £500 tax relief’s added. From…