[ad_1] Image source: Getty Images Last year, I considered adding Fundsmith Equity to my Stocks and Shares ISA. However, I came to the conclusion that I needed more evidence that manager Terry Smith could return to market-beating form after four consecutive years of underperformance. Last week, Fundsmith published its 2025 annual results. Based on these, is now the time for me to invest? Performance For those unfamiliar, Fundsmith invests in high-quality businesses with strong brands or competitive moats, high returns on capital, predictable cash flows, and the ability to grow profits without needing much debt. Smith strips this down to…
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[ad_1] Image source: Getty Images One thing that is notoriously difficult to accurately predict is a stock market meltdown. As the saying goes: “If everyone knew today that the market would crash tomorrow, it would already have crashed today.” Still, Michael Burry, who was portrayed in the film The Big Short, argues that a massive AI/tech bubble has been created. He says this will inevitably pop, bringing down pureplay AI stocks like Nvidia and Palantir. In total contrast, Wedbush analyst Dan Ives says there isn’t any bubble. He sees AI as a fourth industrial revolution that’s just getting started! Who’s…
[ad_1] Image source: Getty Images Over the years, Amazon (NASDAQ: AMZN) has created a lot of millionaires. There have been ups and downs along the way, but $20,000 invested in Amazon stock when the company was listed back in 1997 would be worth close to $55m today! Amazon’s growth story continues, notably with its big push into AI. So, what would someone who invested £20k in Amazon stock a month ago be sitting on now? Solid one month performance Over the past month, Amazon stock is up by 11%. So, excluding exchange rate movements, £20k invested just one month…
[ad_1] Image source: Britvic (copyright Evan Doherty) Selling for pennies and having shed 94% of its share price over the past five years, THG (LSE: THG) may look like a basket case. Still, the THG share price has grown by 96% just since June. So – might this be the start of a recovery? If so, might now be a good moment for me to consider adding the shares to my portfolio? A growth story with limited growth lately The company released a trading update today (13 January) and that provides some indication of the current state of the business.…
[ad_1] Synthetic[1] risk transfers (SRTs) have recently started raising eyebrows. First introduced in Europe in the early 2000s as a niche form of regulatory capital optimization, they have since evolved into one of the most important tools in modern bank balance sheet management. Since 2016, banks have executed SRTs referencing more than $1.1 trillion in underlying assets, with annual issuance worth tens of billions of dollars. As activity has climbed, and as private credit funds have eagerly absorbed the contracts, regulators and financial journalists have grown increasingly vocal about their concerns. The question is whether this scrutiny is warranted. What are…
[ad_1] Image source: Getty Images Pensions, for many of us, seem a long way off – until they don’t. So a lot of investors pay too little attention to their Self-Invested Personal Pension (SIPP) for a long time before later scrambling to try and bulk it up as retirement draws closer. This can raise the question of how to strike the right balance between growth and income shares for a SIPP. Why growth can make sense in a SIPP Each investor is different, of course, so there is no one correct answer. Some investors may even feel there is no…
[ad_1] Image source: Getty Images I love a good bargain, and despite the FTSE 250‘s strong performance over the last year, it remains jam packed with them. Looking for low earnings multiples and market-beating dividend yields? Investors are spoilt for choice right now. Here is what I consider to be one of the index’s best cheap stocks right now. While I don’t hold shares in it today, I’m looking to add them to my portfolio in the coming weeks. Want to know why? Going for gold Pan African Resources (LSE:PAF) shares have soared over the past year, driven by a…
[ad_1] Image source: Getty Images It’s not often that a stock drops after reporting forecast-beating trading numbers. But Games Workshop (LSE:GAW) — in my opinion the FTSE 100 greatest growth share — has done just that. At £183.70 per share, the tabletop gaming giant’s fallen 3% on Tuesday (13 January). Over the last month it’s now down roughly 6%, though revenues and profits keep beating expectations and cash flows continue to boom. So what’s going on with Games Workshop’s share price? And does recent weakness represent a handy dip-buying opportunity? Strong results Not everyone is familiar with the FTSE company’s…
[ad_1] Image source: Getty Images Advanced Micro Devices‘ (NASDAQ:AMD) stock is up 43% over the past six months. And with the pounds roughly flat against the dollar over the period, this means £10,000 invested then would be worth around £14,300 today. AMD, as it’s better known, is by no means the best performing stock in the AI-focused sector, but it’s still done very well. So what’s happened? A competitor of note Hyperscale customers — companies such as Alphabet, Meta and Amazon who are building huge AI data centres — view AMD as a credible second source to Nvidia for data-centre accelerators. Its…
[ad_1] Image source: Getty Images The many billions that have been shifting into government defence budgets may reflect a tragically unstable world but they’ve been a boon for BAE Systems (LSE: BA.) shares. The FTSE 100 defence stock – and Europe’s largest with a market cap of £62bn – has surged four times in value since 2021. Then, on 8 January, the ‘leader of the free world’ President Trump said something that might make all of that pale into insignificance. And it might be a reason the BAE Systems share price has only started its ascent. ‘Dream military’ So what…