We’ve noticed investors are starting to switch out of high quality defensive stocks and move into lowly-valued cyclical companies. Our main feature explores the reasons behind this rotation. We also look at five different scenarios, comparing pairs of defensive and cyclical stocks and giving our views as to which ones to buy. Elsewhere in this week’s Shares we explain why the Autumn Statement is positive for equities, why Royal Mail is still a good share to own and reveal the secrets behind how fund managers pick small cap stocks. We also reveal how two of the most famous fund managers, Neil Woodford and Mark Barnett, are navigating uncertain market conditions.
Cover Story
Editor's View
Story In Numbers
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FTSE 350 - best & worst performers
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Top earnings upgrades
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PE ratios
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17% - Woodford’s CityFibre stake
Woodford buys as directors sell in fibre optic specialist -
£9bn – Defence efficiency savings
Outsourcer has big opportunities in efficiency drive -
ZERO – Net UK restaurant openings
Competitive pressure may be easing in dining sector -
10 years ago: LSE deja vu
Deutsche Boerse takeover exactly a decade after failed 2006 bid -
5 year ago: Euro falls fowl
Euro turned out to be a thanksgiving 'turkey' despite US deficits -
1 year ago: Inflation Ahoy!
Analysts were warning of inflation pick up well before Brexit
Great Ideas Update
Great Ideas
Great Ideas Update
Smaller Companies
Money Matters
News
Trading Strategies
News
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