All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Michael Taylor examines whether soaring US valuations are flashing warning signs of a market bubble, and what it could mean for UK investors. From the Buffett Indicator to AI-fuelled exuberance, he explores the risks, the bull case, and why concentration in the Magnificent Seven matters more than ever. I trade UK small-caps for a living.
Richard considers modest executive pay at Alfa Financial Software and Quartix, and recent share purchases by FDM directors. 5 Strikes Eighteen companies have published annual reports and passed my minimum quality filter since my last update. Name TIDM Prev AR Strikes # Strikes EKF EKF Diagnostics 27/4/26 ? CROCI – Growth ? ROCE 2 BILN
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
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,
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
