MoneyWeek

MoneyWeek is a weekly magazine that enables you to become a better-informed, smarter investor and enjoy the rewards of managing your money with confidence. Week-in, week-out we'll guide you through the financial world as it changes, alerting you to all the opportunities to profit and dangers to avoid, as they appear. Income strategies, rising-star companies, the best funds and trusts, clever ways to preserve your wealth during market turmoil... you will get the best ideas from the sharpest financial minds and investing professionals in Britain.

From the editor...

Bowled over

S&P hits new highs, fuelled by Big Tech

Germany: “underloved and oversold”

US rediscovers dividends

Growth stocks at value prices

Viewpoint

Mexico steals a march on China

Arm gains muscle • The chip giant’s market value has doubled this year. That’s good news for Japan’s SoftBank, a major investor in technology. Matthew Partridge reports

Will packaging firms wrap up a deal?

Unilever’s slow turnaround

MoneyWeek’s comprehensive guide to this week’s share tips

A German view

IPO watch

Labour ditches green pledge • A key plank of Starmer’s campaign has given way. Matthew Partridge reports

The great tartan tax exodus

Betting on politics

News

Britain’s crumbling defences • The UK spends above the Nato average on the armed forces, but doesn’t spend wisely, which has left the country with worrying deficiencies in a time of global conflict. Simon Wilson reports

What we can learn from Japan • In some ways the country has been dealt a bad hand, but it has played it well

City talk

A yardstick for turnarounds • Microsoft’s renaissance shows that giant companies can occasionally find new opportunities to grow

I wish I knew what EV/Ebitda was, but I’m too embarrassed to ask

Guru watch • Ed Yardeni, founder, Yardeni Research

Best of the financial columnists

Money talks

Thatcher’s quiet revolutionary

Don’t forget the 2023 bank crisis

Why you mustn’t retire

It’s time to embrace nanny

Bonds could boom in 2024 • These funds offer exposure to one of this year’s potentially lucrative investment themes

Activist watch

Short positions... Neil Woodford saga finally ends

Are markets cheap or expensive? • Investors should treat indices’ Cape ratios with caution, says Max King

Why private debt is beating private equity • Hundreds of billions of dollars of corporate debt needs to be refinanced. This is creating a “golden moment” for lenders, but investors must pay attention to credit quality, says Frédéric Guirinec

Move your portfolio up a gear • Buying shares in Exor N.V. will give you access to a global champion at a discounted price

How the self-employed save • If you don’t benefit from auto-enrolment, you need to plan carefully

Is inflation eating your pension?

News in brief... a loophole for expats

Leading lights in emerging markets with long-term growth at a discount • A professional investor tells us where he’d put his money. This week: Chetan Sehgal, lead portfolio manager, Templeton Emerging Markets Investment Trust

Alex

The business tycoon who became king • Malaysia’s new sovereign has ascended to the throne, but he has no intention of remaining a symbolic figure and says he wants to heal the country’s political divisions. Jane Lewis reports

Zuckerberg triumphs in his fight with Musk

The only way to fly • Chris Carter flies with Flexjet to St Moritz for the Snow Polo World Cup

Wine of the week: a trio of stunners from Piemonte

Property • This week: converted properties – from a...