Enthusiasm for the Olympic games might not be at a fever pitch in Paris, but that won’t kill the buzz for the athletes getting ready to battle it out. Behind the scenes, another battle is brewing; that of the sports brands supplying both professionals and consumers. The industry has traditionally been a duopoly, first Adidas versus Puma, and then Nike versus Adidas. But as fashion changes and new entrants gobble up market share, who will come out on top? Michael Fahy and Christopher Akers look at who’s best placed to go for gold: https://on.ft.com/3W2nOFm
Investors' Chronicle
Financial Services
London, London 3,817 followers
The authoritative source of investment inspiration from the Financial Times.
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The authoritative source of investment inspiration from the Financial Times.
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Labour has announced plans to ‘get Britain building’ with 300,000 new homes per year. This is no small feat and if it’s to be achieved, the UK’s listed house builders will be in for a win. However, the industry is complex and simply building more is not always a boon for developers, and there are quirks to factor in. Robin Hardy explains why and which companies are best placed to benefit. Read The Analyst here: https://on.ft.com/4faCOK7
Is it finally time to buy back into housebuilders?
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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
Why investors should consider defence
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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
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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
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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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