MAGAZINE ALERT
Saturday 05 August 2017 | | | | THE E-MAGAZINE ESPECIALLY CREATED FOR INVESTORS AND TRADERS | | | | Dear Reader,
Welcome to the August 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.
Climate change is a reality. The glaciers are melting and the sea is getting hotter – with intractable consequences like rising sea-levels. But, that said, the climate models are inexact and we don't know by how much temperatures are going to rise and how rapidly. This is largely a matter of reasoned conjecture. What we know for sure is that climate change is going to be the biggest challenge of the 21st century.
We also know that we have to address man-made global warming by reducing our carbon emissions, which have been rising steadily since the beginning of the industrial revolution. This means that we have to re-engineer almost all the technology on which we have been reliant for so long. New industries such as renewable energy and GMOs in farming are now imperative.
Recently we have written in these pages about the advent of zero-emissions electric cars and even aeroplanes. But how will the electricity to power these machines be generated? Does renewable energy (from solar, wind turbines and other sources) have a future if real prices are allowed to prevail without government subsidy? And what technologies are being developed to reduce carbon emissions in other high-carbon emitting industries such as agriculture?
In 100 years' time climate change may come to be seen as a massive stimulus that forced mankind to abandon the dirty habits of the previous 200 years and to engineer a quantum leap in efficiency. And some of the technologies we are developing to combat climate change will come in handy when we colonise Mars.
Future-oriented investors need to get on-trend. This is about your grandchildren's future. And it's also about your current portfolio.
| | | IN THIS MONTH'S MASTER INVESTOR MAGAZINE | | | | Inside the mind of a Master Investor: Jim Mellon talks Juvenescence, his favourite stocks, and the future of the marijuana industry. | | | Carillion, one of the UK's largest support services contractors, is in trouble. John Kingham explains why the warning signs were there to see for years in advance. | | | Future-oriented investors (i.e. all of us) need to get on-trend with climate change. This is about your grandchildren's future. And it's also about your current portfolio, writes Victor Hill. | | | Nick Sudbury uncovers some of the small-cap funds and trusts best positioned to deliver sustainable growth in the wake of Brexit. | | | With emerging markets no longer offering investors the easy pickings they once did, adventurous investors are now turning to their more risky cousins – frontier markets. | | | Richard Gill, CFA, looks at three interesting small-cap companies which have recently listed on the markets during these traditionally quiet summer months. | | | Author and trader Samuel Rae explains why he remains bullish on the euro in light of the recent economic upturn in the eurozone. | | | This month, veteran trader David Jones identifies some examples where the classic charting approaches didn't work – or at least didn't work straight away. | | | Alan Steel of Alan Steel Asset Management looks at the financial outlook for Millennials and how they can set themselves up for financial prosperity. | | | Filipe R. Costa distils the investment strategy and insights of Joseph Piotroski, the value investor behind the Piotroski F-Score, one of the most widely used formulas in value investing. | | | Each has its advantages and drawbacks – but how are REITs and buy to let likely to be affected by the uncertainties of Brexit? Carl Shave of Just Mortgage Brokers investigates. | | | We look back at some of the most popular pieces from the Master Investor Magazine website during the month of August. | | | Richard Gill, CFA, reviews Super Investors, a book by Moneyweek journalist Matthew Partridge which analyses the strategies of a select handful of professional investors who manage to consistently beat the market over time. | | | Having spent 10 years at the bottom of the hill, central bankers look like they'd like, finally, to start marching back up. But if they mishandle things they could end up crashing the bond market, writes Tim Price. | | | Market data for the month of August. | | Read any of these articles in our latest issue:
| | | COMPANIES AND FUNDS COVERED IN THIS ISSUE INCLUDE: | | | | Carillion, Herald Investment Trust, Blackrock Smaller Companies, River & Mercantile UK Micro Cap Investment Company, Aberforth Smaller Companies Trust, Standard Life UK Smaller Companies, Standard Life UK Smaller Companies Trust, Marlborough Special Situations, Marlborough Nano-Cap Growth, Marlborough UK Micro Cap Growth, Henderson Smaller Companies Investment Trust, Standard Chartered, Compass, Angling Direct, Nexus Infrastructure, Quiz, Kier Group, Trina Solar, Canadian Solar, Jinko Solar Holdings Co, Greatcell Solar, JA Solar Holdings, Hanwha Q Cells Co, First Solar Inc, Yingli Green Energy Holding, Shenfung International Clean Energy, ReneSola Ltd, Total, Sunpower Corporation, Vestas Wind Systems, General Electric, Xinjiang Goldwind Science & Tech Co Ltd, Siemens Gamesa Renewable Energy SA, Siemens, Nordex Group, Guodian Changyuan Electric Power Co. Ltd, CS Wind Corporation, Bayer, EDF, Sony, Hitachi, Gilead, Galapagos. | | | |
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