All the latest articles & insight from our investment writers to inspire your own research and analysis.
Alpesh Patel examines the latest holdings of some of the world’s top-performing hedge fund managers, combining elite fund disclosures with his own technical and quality framework to identify the most compelling opportunities. He also highlights the key macro themes shaping markets. Before We Begin – What Caught My Eye this month Perma-bears Busy Month Firstly
High margins, rising profits, significant director ownership and a modest valuation are among the attractive credentials of Foresight Group. Maynard Paton studies the fund manager’s positive progress based on investing in a ‘decarbonised future’. I am not a great fan of the fund-management industry. I cannot think of another sector where the employees typically collect
After some mental gymnastics, Richard confirms Autotrader and Tatton have no major blemishes in their financial histories. Tatton, in particular, looks like a very good business. Five companies achieve less than three strikes and go on his research list. 5 Strikes Since my last update, 13 of the companies listed in London that published annual
Stepping in for Bruce this week, Jamie Ward looks at the ever-shrinking London Stock Exchange as well as a couple of sources of possible further shrinkage; namely the BREE/MSLH rejected merger and the DCC takeover. He then rounds it off with a discussion on whether TUNE is finally emerging from its post-COVID slump. Living through
Michael Taylor explains why one of the most valuable investing tools isn’t powered by AI or an app. He argues that pen and paper can improve focus, sharpen decision making and even help investors spot costly mistakes. The world is increasingly digital. We are connected by our phones, and this means we can be in
David Stevenson explores why UK equities continue to look undervalued, examines an AI-focused investment trust and assesses a new ETF targeting the infrastructure powering the AI revolution. This month, we investigate why Fidelity thinks UK equities are cheap, an investment trust that is all in on the AI boom, and a new ETF that is
Six shares pass 5 strikes this time. Richard takes a closer look at Morgan Sindall, which achieved no strikes. The building contractor and property developer is a complex business, as demonstrated by its loss-making Muse subsidiary. 5 Strikes Since my last update, 11 shares have published annual reports and passed my minimum quality filter. Six
Bruce looks at OPT, the occupational health group, OMG the cash rich motion sensor company and logistics software group SAAS, which has suffered its own SaaS Apocalypse. The FTSE 100 was flat over the last 5 trading days at 10,437. Nasdaq100 and S&P500 were +2.1% and +0.5% over the same time period while the FTSE
Alpesh Patel applies his quality and momentum filters to 54 stocks recently upgraded by major investment banks. He highlights the themes driving analyst conviction and identifies where opportunities and risks may be emerging across global markets. Full stock-by-stock analysis available exclusively to Alpesh Patel Special Edition subscribers. THE METHOD — WHY THIS LIST EXISTS Every
ME Group issued a profit warning the other week and its shares now trade close to their 52-week low. Maynard Paton reviews the photobooth operator’s diversification into washing machines, its family-run boardroom and some slapdash financial reporting. Shares trading close to their 52-week lows can often provide lucrative buying opportunities for contrarian investors. In particular,
Richard Beddard returns with the latest 5 Strikes update, highlighting three new companies that have passed his quality filter and earned a place on his research list. He also takes a closer look at Me Group, reassessing its photobooth business, growth credentials and the risks facing one of this year’s lowest-scoring shares. In this update
Updated: 19 June 2026 Michael Taylor examines why investors should pay close attention to the upcoming SpaceX IPO, even if they have no intention of buying the shares themselves. He explains how shifting market sentiment, AI spending and liquidity pressures could have wider implications across portfolios, from US tech giants to UK small caps. We’re
