Zvinoita sekunge kufarira kuisa mari muUK shares kwarasikirwa nekuvimbika kwakati mazuva ano. Nekuda kwekuti nyika yakatarisana nekukwira kwemitengo yezvinhu, dambudziko remagetsi riri kuramba richikura, kuderera kwehupfumi hwenyika uye shanduko yehutungamiriri munyika, vatengesi vakarasa pondo. mabhonasi kubva kuUnited Kingdom. Asi nedambudziko rega rega, pane mikana yekuita mari. Uye iyi haina kusiyana ...
Sei vanoisa mari vachinetsekana neUK? 🤦♀️
1. The UK economy is not having its best moment.😓
Nezvese izvo hupfumi hweUK hwakatarisana nazvo, gore rinouya hazvizove nyore. Ndicho chikonzero nei vatengesi vanga vasina chokwadi nezve a £100.000bn chirongwa ($115.000 bhiriyoni), yakaunzwa nemutungamiri wayo mutsva, Liz Truss, kutungamira hupfumi kuburikidza nedambudziko rehupfumi. Vanoziva kuti kushandiswa kwepamusoro kweveruzhinji kunotungamira kukwira kwemitengo, uye ndicho chinhu icho UK yaigona kuita pasina. Inflation yatopfuura 10% uye iri kukanganisa hupfumi hwenyika. Uye nehondo yeRussia muUkraine ichikonzera kumwe kuwedzera kwemitengo yezvekudya nemafuta, inflation inotarisirwa kungokwira munguva ino yechando. Saka hombe yekushandiswa kwehurumende pasuru inogona kukwidza mitengo zvakanyanya, pamwe ingangoita 22% gore rinouya, sekureva kwebhangi rekudyara Goldman Sachs.
UK CPI Kukura Kwekukura Forecast. Kunobva: Iyi iMari.
2. Pondo iri kurasikirwa nekuvimbika. 💱
Nyanzvi dzezvehupfumi dzava kubvuma kuti UK yakananga ku stagflation, nguva isina kunaka uye yakareba yekunonoka kana kusakura uye kukwira kwemitengo. Uye kunyangwe pasina chimwe cheizvi chakanaka, zvese zvinoita kunge zvinosvika kumisika. MunaAugust, UK 10-year bonds yakaona kuwedzera kukuru kwezvibereko kubva pakupera kwema 1980. Uye sterling yakawirawo zvakanyanya, pasi pe4,5% pamadhora eAmerica. Ndiwo mhedzisiro yakaipisisa pakati pemari huru ye "G10" hupfumi hwakabudirira.
Evolution yepondo sterling uye British public credit index muna Nyamavhuvhu. Kunobva: Bloomberg.
Kushaya simba kwepondo kunoita kuti zvinhu zvinyanye kuipa. IUnited Kingdom ine "current account deficit", ndiko kuti, inotenga zvinhu zvakawanda kupfuura iyo inotengeswa kunze kwenyika, uye mari isina simba inoita kuti inotengeswa kunze iwedzere kudhura, iyo inowedzera kuwedzera inflation uye inogona kushanda kudzinga pondo zvakanyanya. deficit. Munyaya yakaipisisa, inogona kutodonha imwe 30%, maererano neDeutsche Bank.
Isu tinotora sei mukana uyu mukana wekudyara masheya?🧐
Pane mumwe musika wekare anoti vanoisa mari mumabhondi vakangwara kudarika vanoisa mari mumastock. Haasi munhu wese anobvumirana nazvo, asi chinhu ndechekuti, kana vachinja pfungwa, ndipo patinofanira kuteerera. Uye iyo huru yekutengesa dzvinyiriro muna Nyamavhuvhu pane ese sterling uye UK bond inogona kunge iri imwe yenguva idzodzo. Kana iwe uchifunga kuti vanoisa mari mumabhondi vanogona kunge vari kuronga mafambiro muhupfumi hweUK, tinogona kutora mukana wemamiriro ezvinhu aya nemafambiro mana epodfolio yedu:
1. Pound sterling debacle.📉
Vanoisa mari vari kuramba vachigutsikana kuti pondo ichatengeserana nedhora rekuAmerica, pamwe kutanga gore rinouya. Tinogona kufunga kutengesa pondo uye kutenga dhora, danho ratinogona kuita pamucheto kuburikidza nemutengesi wedu. Tinogonawo kutenga ETF WisdomTree Yakareba USD Pfupi GBP (GBUS).
2. Tenga FTSE zana uye tengesa FTSE 100.🔀
Hupfumi hweUK huri pasi pekumanikidzwa, asi iyo hombe-cap-yakatarisana FTSE 100 ndiyo imwe yeakanakisa-anoita indices kusvika zvino gore rino. Izvi zvinodaro nekuti mazhinji emakambani ayo ane mainvestimenti makuru ekunze uye mari inowanikwa mumadhora ekuAmerica, saka kusasimba kwepondo yeBritish kunobatsira purofiti yavo. Zvichakadaro, iyo FTSE 250, yakatarisana nemakambani epakati uye akafumurwa zvakanyanya kuhupfumi hweBritain, yarasikirwa. Kana iwe uchifunga kuti maitiro aya achaenderera mberi, tinogona kutenga iyo Vanguard FTSE 100 ETF (VUKE), uye kutengesa Vanguard FTSE 250 ETF (VMID).
3. Tenga maShell shares.🐚
Kana iwe uchida kuwana mukana kune mafuta uye gasi, Shell (SHEL LN), iyo kambani hombe muFTSE zana, ndiyo yakanakisa sarudzo yemugove wako wekudyara portfolio. Iine chiyero chemutengo-mubairo (PE) ka100, zvichienzaniswa neavhareji yemutengo-mubairo weiyo ka5. Kunyangwe goho rayo rekugovera richingori 9% chete, kambani inopa mibairo vagoveri vayo nekutenga kwemasheya. Purofiti yakasimba uye chizvarwa chemahara chekuyerera kwemari inoita kuti ikure kubva kune yazvino £ 3,5bn ($ 6.000bn) kutenga ingangoita. Shell yakanyorwawo muUS uye inotengesa mumadhora (SHEL US).
4. Investment in stocks in the consumer discretionary sector.💳
Izvi zvingaita sezvinopesana asi hazvisizvo. Consumer discretionary spending is, zvakajeka, zvinouya mushure mekubhadhara zvakakosha, izvo "zvinoda", sekupisa, rendi kana chikafu. Maresitorendi nemabheka anowira mune iyo "yakapfava" discretionary yekushandisa chikamu. Pamusoro pezvo, mabheki uye mapizzeria anofanirwa kushandisa maovheni avo (anoshandisa gasi nemagetsi kwezuva rakawanda). Hazvishamisi, naizvozvo, kuti mitengo yaro yemugove yave ichiderera nekuda kwedambudziko remagetsi uye kukwira kwemutengo wehupenyu. Asi neChipiri, izvo zvakatanga kushanduka sezvo ruzivo rwepakeji nyowani yekusimudzira yakatanga kubuda. Zvinotarisirwa kusanganisira rutsigiro rwemabhizinesi nedzimba, zvichiratidza kuti zvakaipisisa zvinogona kupera kune yevatengi discretionary chikamu. Zvadaro, tinogona kusarudza kuita mari muzvikamu zve Resitorendi Group (RTN LN) kana cheni yekubheka Greggs, (GRG LN), kana kuti Domino's Pizza (SUN LN), British Franchise yeAmerican Domino's Pizza.