Article & Insight page - ShareScope Articles

Monthly Fund Focus: Robotics, short-dated gilts, infrastructure income, and true emerging markets

David Stevenson explores early-stage robotics, short-duration gilts and a high-yielding infrastructure trust backed by long-term assets including Sizewell C. He also looks at whether investors can get broader emerging markets exposure without leaning too heavily on China. This month’s funds article speaks to the manager of a small, listed venture capital fund about to place

David Stevenson 1st May 2026

Bi-Weekly Market Commentary | 29/04/2026 |THG, CCC, BGO | Consumers under pressure

Even as equity markets have rebounded, some early warning indicators are showing consumer sentiment has deteriorated. Companies covered: THG, CCC and BGO. Brent Crude (BR$SP) has risen to $104 per barrel and is now up +47% since 26th February, when hostilities began in Iran. Natural Gas prices have been diverging between the USA and Europe,

Bruce Packard 29th April 2026

Top 10 US Stocks: What the Academic Evidence Actually Says

Alpesh Patel OBE uses a multi-factor screen across 5,539 US shares to uncover stocks showing strength across valuation, quality, momentum and financial resilience. He explains how the APSE process highlights ten US names where academic factor evidence and current market trends point in the same direction. WHY I DO THIS EVERY YEAR Fund managers have

Alpesh Patel OBE 24th April 2026

The Trader: Surviving a Bear Market – Part 2

Michael Taylor continues his bear market series by focusing on process over prediction, showing why waiting for confirmation beats trying to call the bottom. He also explores the mental discipline needed to endure downturns and stay positioned for the eventual recovery. This is the second article of a two-part series. If you’ve not read the

Michael Taylor 24th April 2026

Fund Screening with PensionCraft: 3 ShareScope screen ideas to find high-quality ETFs and Funds

Ramin Nakisa of PensionCraft explains how he uses ShareScope to screen for ETFs and funds, focusing on cost, global exposure and practical usability. He walks through three powerful screening setups that help uncover high-quality funds for both long-term portfolios and tactical ideas. I’ve been using ShareScope, on and off, since the days of dial-up-modems. Since

Ramin Nakisa 22nd April 2026

5 Strikes: Why AI won’t eat software | CTEC

Loads more companies pass 5 Strikes this week as the flood of annual reports continues. Richard looks at what software companies are saying about the AI threat, and reconsiders ConvaTec (CTEC) as its strategy evolves. 5 Strikes 21 companies published annual reports in the last two weeks or so and passed my minimum quality filter:

Richard Beddard 22nd April 2026

Screening For My Next Quality Winner: Alfa Financial Software (LSE: ALFA)

The lead executives at Alfa Financial Software were paid just £29k last year to match the London Living Wage. Maynard Paton links the commendable remuneration to the run of eleven special dividends declared by this high-margin, high-ROE business. Can you imagine company directors working for £14.80 an hour? If not, then say hello to Andrew

Maynard Paton 17th April 2026

Bi-Weekly Market Commentary | 15/04/2026 | MWE, CLX, STX | Value in volatile times

As volatility returns, Value investing is beginning to reassert itself over Growth. Bruce Packard examines the shift, covering MWE, CLX and STX. The FTSE 100 rose +2.3% to 10,610 over the last 5 trading days. The Nasdaq100 and S&P500 were up even more strongly, +5.0% and +4.2% respectively. The Vix has fallen below 20. So

Bruce Packard 15th April 2026

The Trader: Surviving a Bear Market – Part 1

Michael Taylor explores what really matters when markets turn hostile, cutting through the noise with practical lessons from past crashes. He shows why survival – not prediction – is the key to coming out stronger on the other side. There’s a quote often misattributed to various people. My favourite is the one in The Big

Michael Taylor 10th April 2026

5 Strikes: Five winners | FOUR, ALFA, BAE, BNZL, CTEC

38 shares have published annual reports and passed Richard’s minimum quality filter. 19 of them score less than three strikes. As he wades through these promising shares, Alfa Financial Software catches his eye. 5 Strikes Of the 38 shares to have passed my minimum quality filter, 19 score less than three strikes. The flood of

Richard Beddard 8th April 2026

Monthly Fund Focus: War, gold’s reset, a steady compounder, and Asia’s defence boom

David Stevenson explores how shifting geopolitics may shape long-term markets, from gold and inflation fears to rising defence spending in Asia. He also highlights a resilient compounding investment trust and why income strategies could regain their appeal in volatile markets. In this month’s funds article, we hazard a few guesses about the long-term impact of

David Stevenson 3rd April 2026

Bi-Weekly Market Commentary | 01/04/2026 | BUR, YOU, TET | Long-term optimism

Bruce Packard highlights why, despite a darkening near-term outlook, investors may still have reasons to stay optimistic for the long term, as he examines developments across Burford (BUR), YouGov (YOU) and Treatt (TET). The FTSE 100 was up +2.3% in the last 5 days, and is now 10,195, helped by oil companies, miners and pharma

Bruce Packard 1st April 2026

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Monthly Fund Focus: Robotics, short-dated gilts, infrastructure income, and true emerging markets

Bi-Weekly Market Commentary | 29/04/2026 |THG, CCC, BGO | Consumers under pressure

Top 10 US Stocks: What the Academic Evidence Actually Says

The Trader: Surviving a Bear Market – Part 2

Fund Screening with PensionCraft: 3 ShareScope screen ideas to find high-quality ETFs and Funds

5 Strikes: Why AI won’t eat software | CTEC

Screening For My Next Quality Winner: Alfa Financial Software (LSE: ALFA)

Bi-Weekly Market Commentary | 15/04/2026 | MWE, CLX, STX | Value in volatile times

The Trader: Surviving a Bear Market – Part 1

5 Strikes: Five winners | FOUR, ALFA, BAE, BNZL, CTEC

Monthly Fund Focus: War, gold’s reset, a steady compounder, and Asia’s defence boom

Bi-Weekly Market Commentary | 01/04/2026 | BUR, YOU, TET | Long-term optimism

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