lørdag den 2. september 2017

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MAGAZINE ALERT
Saturday 02 September 2017
THE E-MAGAZINE ESPECIALLY CREATED FOR INVESTORS AND TRADERS
Dear Reader,

Welcome to the September 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.


Total military expenditure as a percentage of global GDP has been in steady decline over the last 60 years or so. It fell from just over 6 percent in 1960 to 2.225 percent in 2016.

That could be about to change.

The absolute amount of money spent on soldiers, sailors, airmen and their increasingly technologically sophisticated kit has never been so high. Defence, in its many forms, is a colossal global industry.

Modern weapons systems are so sophisticated and draw on the full range of advanced technologies – from nanotechnology to artificial intelligence – that only a relatively small number of global suppliers can deliver the requisite top-of-the-range goods.

Sophisticated investors need to know who those defence contractors are.

 
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Master Investor Magazine Issue 20
IN THIS MONTH'S MASTER INVESTOR MAGAZINE

Mellon on the Markets

Inside the mind of the Master Investor: billionaire investor Jim Mellon talks Tesla, Neil Woodford, FANG stocks and his best buys of the moment.  

Dividend Hunter - Bag a premium income from the insurance majors

As dividend stocks go, life insurance companies have a mixed track record. However, if you can spot the safest insurers and buy them at reasonable prices, the potential rewards can be worth the risk, argues John Kingham.

Opportunities in Focus - The new arms race - 15 stocks to dominate the modern battlefield

Global military spending as a percentage of GDP has been in steady decline over the last 60 years or so. That could be about to change. Victor Hill highlights the stocks to buy for the new arms race.

Funds in Focus - Defensive funds to protect your wealth in a market meltdown

If you are concerned about high valuations and want to reduce the risk in your portfolio, it could be worth considering more defensively orientated funds, writes Nick Sudbury. 

The Macro Investor - The bitcoin surge - a new era for money or a dangerous bubble

While bitcoin keeps hitting new highs, Filipe R. Costa disentangles the connections between this crypto-currency and real money. Is this the start of something big, or simply another bubble?

From Acorns to Oak Trees - Why big brands can equal big returns

Warren Buffett is famously a fan of buying and holding stakes in companies with well known brands. But there's no need to focus solely on blue-chip stocks when implementing a brand-based investment strategy. Richard Gill, CFA, investigates.

Forensic Forex - Playing the Trump Dump 

The shift in sentiment associated with the US economy has brought with it a complete reversal in fortunes for the dollar, writes author and trader Samuel Rae.

Chart Navigator - How to use the MACD to your advantage 

This month, veteran trader David Jones look at a potential solution to information overload, and discusses where the MACD indicator could fit into an investing or trading strategy.

Death & Taxes - 3 steps to an early retirement 

Most of us want to be sure we'll have enough to have the opportunity to retire early and be free. But where should we start? Alan Steel takes a look.        

How to Invest Like... Martin Zweig 

Filipe R. Costa distils the investment strategy and insights of Martin Zweig, the legendary growth investor and author of Winning on Wall Street.      

Bricks & Mortar - Peer-to-peer property lending explained - Which platform is right for you? 

Investment in P2P property lending has become an attractive alternative to investing in property directly. Carl Shave takes a look at three examples of P2P lenders, at various levels of risk and potential return.

Your View 

We look back at some of the best reader comments from the Master Investor Magazine website during the month of August.

Read to Succeed - The Best Investment Writing 

Richard Gill, CFA, reviews The Best Investment Writing, a collection of articles published by leading investment professionals and edited by Meb Faber, the co-founder and the Chief Investment Officer of Cambria Investment Management.

The Final Word - Is your pension pot exposed to an interest rate reversion?

How should investors respond to the acute challenge of our times: ultra-low interest rates, no meaningful deposit rates, and elevated prices for most financial assets? Tim Price investigates.

Markets in Focus 

Market data for the month of August.
Read any of these articles in our latest issue:
 
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COMPANIES AND FUNDS COVERED IN THIS ISSUE INCLUDE:
Tesla, Google, Facebook, Provident Financial, Gilead, Editas, Boeing, Lockheed Martin, Raytheon, General Dynamics, Northrop Grumman, Rockwell Collins, BAE Systems, Rolls-Royce, Babcock International, Leonardo, Thales, Dassault Aviation, Saab, Elbit Systems, Israel Aerospace Industries, Legal & General, Prudential, RIT Capital Partners, Ruffer Investment Company, ETFS Metal Securities Limited Physical Gold, db ETC plc Physical Gold, Investec Global Gold, Absolute Insight Equity Market Neutral, Old Mutual UK Specialist Equity, Personal Assets Trust, Grayscale Bitcoin Investment Trust, Nichols, Domino's Pizza Group, Hotel Chocolat, GlaxoSmithKline, Anglo-American 
Master Investor Ltd.
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Material contained within Master Investor Magazine and its website is for general information purposes only and is not intended to be relied upon by individual readers in making (or refraining from making) any specific investment decisions. Master Investor Ltd. does not accept any liability for any losses suffered by any user as a result or any such descision.

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