UK Investor Magazine
Investing considerations for the second wave: COVID stocks, furlough and Cineworld
We explore recent market moves in the light of new restrictions to manage the second wave of COVID-19 in the UK.
Stocks discussed include: Kingfisher (KGF), Mirriad Advertising (MIRI), ECR Minerals (ECR) and Cineworld (CINE)
Biden and the next chapter for global stock markets
Alan Green joins the UK Investor Magazine Podcast as Joe Biden is inaugurated as the President of the United States. Biden's inauguration marks the next chapter for equity market, not only because of optimism surrounding stimulus promised by his administration, but because of the removal of the last great uncertainty of 2020.With a Joe Biden Presidency, markets are now free of concerns over Trump's unpredictability, which adds to the recent Brexit trade deal and the roll out of the COVID-19 vaccine in improving market sentiment.However, with much of this positive news priced in, are markets now vulnerable to a correction with little fresh catalyst for upside on the horizon?We also discuss Eddie Stobart (LON:ESL), Destiny Pharma (LON:DEST) and Mosman Oil & Gas (LON:MSMN).
Why your portfolio needs to improve it's ESG exposure
ESG has been a growing theme over the past three years and the level of interest from investors was illustrated this week this as data on ESG ETF flows in 2020 found AUM in ESG ETFs grew by 220%.Alan Green joins the UK Investor Magazine Podcast to discuss the current dynamics and what it could mean for UK Investors. We also explore three UK-listed companies that have strong ESG credentials. There is also consideration paid to oil majors listed in London and what the future holds for them given the launch of the Saudi Arabian NEOM sustainable city project that plans to build a city some 170km in length that will be careless and run entirely on renewable energy.Companies discussed on the Podcast include Tesla (NASDAQ:TSLA), NIO (NYSE:NIO), British Honey (LON:BHC), Itaconix (LON:ITX) and Open Orphan (LON:ORPH)
FTSE 100 commodities sector: metals are more attractive than oil
As we start 2021 with a bumper performance in UK equities and a 300+ rise in the FTSE 100, Alan Green joins the first Podcast of the eyar to discuss the dynamics of the rally.We have previously noted the relative value of UK shares compared to peers in the US, however the recent sharp rally may raise questions over the outlook from here and whether stocks have got ahead of themselves.Apart from Entain, who received a takeover approach, the FTSE 100's top risers in 2021 thus far all reside in the commodities sector with Glencore (LON:GLEN), BP (LON:BP), Shell (LON:RDSB) and Rio Tinto (LON:RIO) all posting gains in excess of 13% YTD.The prospect of a Biden administration and an economic reopening post-COVID has helped fuel a commodities rally but there is a noticeable divergence appearing in the share prices of oil companies when compared to miners. We explore the factors at play behind these companies and how this could develop in 2021.We also discuss Blencowe Resources (LON:BRES), Versarien (LON:VRS) and Destiny Pharma (LON:DEST).With rising metal prices a large part of the recent rally, we draw attention to Trident Royalties, who through their mining royalty business model, can provide exposure to developing mines without the high operating costs associated to junior miners:https://ukinvestormagazine.co.uk/consider-trident-royalties-for-exposure-to-metal-price-gains/