All the latest articles & insight from our investment writers to inspire your own research and analysis.
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 about to see history
Bruce Packard explores the debate between holding cash and inflation-protected bonds, alongside three contrasting investment cases. Companies covered include Accesso (ACSO), Gateley (GTLY) and ME Group (MEGP). The FTSE 100 was up by +0.3% to 10,373 over the last 5 days. Both the Nasdaq100 and S&P500 sold off heavily last Friday, and were down -4%
David Stevenson returns with his latest fund roundup, highlighting a defensive income fund focused on financials, a new ETF targeting the reshaping of global supply chains, and a simple momentum strategy for ETF investors. He also examines Morgan Stanley’s latest thinking on Agentic AI. In this month’s funds roundup, we look at a high-yielding defensive
Richard Beddard revisits his 5 Strikes quality screen, assessing a fresh batch of companies that have recently passed the initial filter and identifying those worthy of closer attention. He also explores whether AI-driven demand is creating an opportunity or a future challenge for leading IT resellers Computacenter and Softcat. Computacenter and Softcat are the UKs
Bruce Packard explores how soaring energy prices ultimately failed to translate into stronger performance for renewable energy funds, and considers what investors can learn from this when assessing the future of AI and space infrastructure investment. Companies covered include Kainos Group (KNOS), Keller Group (KLR) and Diaceutics (DXRX). The FTSE 100 rose +2.1% to 10,539
Jason Needham returns with a new guest article exploring the portfolio habits that quietly damage long-term returns, from cutting winners too early to averaging down on losing positions. Drawing on real trading psychology and risk management principles, he explains how disciplined position sizing and letting winners run can create asymmetrical returns over time. Investing is
Michael Taylor follows up his US market bubble analysis by focusing on the practical steps investors can take to protect themselves if volatility strikes. From position sizing and cash management to trimming winners and avoiding emotional decisions, he explains how traders can stay prepared without trying to call the top. In my last article, we
In his latest guest article for ShareScope, Paul Scott explores the surge in takeover activity sweeping through UK small and mid-cap stocks, alongside the standout upgrades, value opportunities and profit warnings catching investors’ attention. It was a busy week in the UK mid and small-cap markets, marked primarily by an explosion of corporate M&A activity,
Richard says there is more to evaluating directors’ shareholdings than considering the percentage of the company’s shares they own. In lieu of a 5 Strikes update this week, he lists all the shares that have passed the filter in 2026. I am away, so I haven’t appraised the companies that have published annual reports and
Recruitment agency SThree surprises Maynard Paton by appearing in a screen that hunts for asset-backed bargains. A notable cash position and a huge debtor book are the key deep-value attractions. I am once again looking for ‘value bargains’ and revisiting a screen that identifies companies trading at less than book value. Importantly, this screen attempts
Bruce Packard examines the sharp rise in UK gilt yields and what it signals for inflation, equities and investor sentiment. He also explores the AI disruption debate through the lens of CCT, RMV, RWS. The FTSE 100 was flat over the last 5 days, remaining above the 10,000 level at 10,225. US markets have been
Alpesh Patel OBE analyses 29 high-conviction holdings from four elite hedge fund managers, combining institutional stock picks with weekly MACD momentum signals. From standout buy setups to “Daddy Bear” warnings, he highlights where smart money and technicals align – and where investors should stay cautious. Full stock-by-stock analysis, MACD breakdowns, price targets, and risk flags
