MAGAZINE ALERT
Sunday 02 July 2017 | | | | THE E-MAGAZINE ESPECIALLY CREATED FOR INVESTORS AND TRADERS | | | | Dear Reader,
Welcome to the July edition of Master Investor Magazine. Once again we have an exciting line-up of content from our stable of high calibre contributors, all of whom are seasoned investors/traders in their own right.
Things are changing in the aviation business. Three new trends in aircraft technology are about to revolutionise the industry.
First, a new generation of super-long range aircraft are coming into service, meaning that flights from the UK to Australia will soon all be non-stop.
Second, aero-engines are becoming super-efficient, meaning lower fuel costs and less pollution, carbon dioxide emissions and noise.
And third, in the short-haul sector, the prospect of almost-silent electricity-powered aircraft is now in view.
What's more, just as self-driving cars are about to become reality – not everyone will like this – self-flying passenger aeroplanes are about to be tested. Future pilots will be robots.
This month, we pinpoint the opportunities across the aviation universe: airframe manufacturers, aircraft engine manufacturers and the airlines that will profit most from the new technology. There are some surprising implications; and, as usual, there are winners and losers.
| | | IN THIS MONTH'S MASTER INVESTOR MAGAZINE | | | | Inside the mind of a Master Investor: Nobody knows what black swan lurks, but in Jim's opinion, there's a whole flock hiding round the bend in the river. | | | GlaxoSmithKline and AstraZeneca have been long-term holdings of a certain Mr Neil Woodford. But with the star fund manager having sold his holding in the former earlier this year, John Kingham asks if AstraZeneca is really a better bet than Glaxo. | | | Things are changing in the aviation business. This month, Victor Hill pinpoints opportunities across the aviation universe. | | | Many investors have been reluctant to return to private equity after the poor performance during the 2008 financial crisis. But the fundamentals across the sector are now much stronger, writes Nick Sudbury. | | | Volatility has hit record lows – but for how long? Filipe R. Costa explains why now could be a good time to take a bet on a future spike in the VIX volatility index. | | | Richard Gill, CFA, looks at three AIM companies which have recently raised a substantial amount of funds to boost their operations. Will they deliver for shareholders? | | | Author and trader Samuel Rae reveals the factors that he views as crucial to his trading in the near term and where he stands on each of the major pairs. | | | This month, veteran trader David Jones looks at a couple of ways charts can help when it comes to taking profits on a longer-term investment or shorter-term trade. | | | Alan Steel of Alan Steel Asset Management looks at why you should think twice before transferring out of your final salary pension scheme. | | | Filipe R. Costa distils the investment strategy and insights of John Neff, the value investor who managed the famous Vanguard Windsor Fund for 31 years. | | | We look back at some of the most popular pieces from the Master Investor Magazine website during the month of June. | | | Richard Gill, CFA, reviews The DIY Investor, a book by AJ Bell founder Andy Bell. The book provides a view into the sometimes confusing worlds of personal finance and investment, offering a multitude of practical tips on how to make the best of one's savings. | | | While we can learn from our own experience, it is a far more efficient use of our time to learn from the hard-won experiences of others. Tim Price explores the books that fundamentally changed his outlook on investing. | | | Market data for the month of June. | | Read any of these articles in our latest issue:
| | | COMPANIES AND FUNDS COVERED IN THIS ISSUE INCLUDE: | | | | Heidelberg Cement, Renault, PSA, Jackpot Joy, Amazon, Google, Facebook, Apple, Gilead, Pfizer, Novartis, AstraZeneca, Qantas Airways, Boeing, General Electric, Airbus Industrie, BAE Systems, International Consolidated Airlines, Air Berlin, Turkish Airlines, Air France-KLM, Lufthansa, Westjet Airlines, El Al, Jet Airways, Rolls-Royce, Ryanair, Easyjet, Pegasus, Norwegian Air, AirAsia, United Continental Holdings, GlaxoSmithKline, Apax Global Alpha, Princess Private Equity, Electra Private Equity, 3i, Hg Capital Trust, Better Capital, LMS Capital, JZ Capital Partners, F&C Private Equity, Harbourvest Global Private Equity, Pantheon International, Standard Life Private Equity Trust, GB Group, boohoo.com, Draper Esprit, Telit Comms, Caretech, 1PM. | | | |
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