Market Pulse | 12 October 2026
UK markets react to geopolitical tensions and bond yields, while Avon Technologies, Bridgepoint and Pennon lead this week’s notable moves.
ShareScope
12th October 2026
ARTICLES
& INSIGHT
All the latest articles & insight from our investment writers to inspire your own research and analysis.
Author Index
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Alpesh Patel OBEAlpesh Patel OBE
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Bruce PackardBruce Packard
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David StevensonDavid Stevenson
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Jamie WardJamie Ward
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Jason NeedhamJason Needham
Author Index
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Maynard PatonMaynard Paton
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Michael TaylorMichael Taylor
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Phil OakleyPhil Oakley
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Richard BeddardRichard Beddard
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Robbie BurnsRobbie Burns
The Trader: Super Intelligence is here
AI is already reshaping the way investors research companies, and Michael Taylor believes those who learn to use it effectively can gain a meaningful edge. He looks at how AI can act as a force multiplier for analysing stocks, tracking data and speeding up the research process, particularly in the less efficient corners of the
Michael Taylor
9th October 2026
5 Strikes: Slow growers | ARC, ASHM, INCH
Richard takes a look at three slow growers, a financial data distribution platform, an emerging markets fund manager, and a world leading vehicle distributor. Arcontech, Ashmore, and Inchcape feature. 5 Strikes Since my last update, 5 companies have passed my minimum quality filter: Name TIDM Prev AR Strikes # Strikes ARC Arcontech 23/9/26 – Growth
Richard Beddard
7th October 2026
Monthly Fund Focus: The AI Memory Boom, Digital Infrastructure, Gilt Opportunities and a Silver Revival
Are investors underestimating the AI memory boom, and have battered bond markets finally created opportunities for income seekers? David Stevenson weighs the case for DRAM stocks and Cordiant Digital Infrastructure, before looking at attractive yields in UK bonds and the different ways investors can gain exposure to a potential revival in silver. In this month’s
David Stevenson
2nd October 2026
Bi-Weekly Market Commentary | 30/09/2026 | OTB, 4BB, FNX026 | The Execution Maestros
A look at how behaviour after buying can increase or hurt returns, based on Lee Freeman-Shor’s new book. Companies covered OTB, 4BB, FNX026 The FTSE100 was flat on the previous 5 trading days at 10,730. UK housebuilders did enjoy a bounce following supportive newsflow coming from the Labour Party Conference, Barratt Redrow up +14%, Persimmon
Bruce Packard
30th September 2026
What the Major Banks Are Recommending Right Now
What are the major banks backing right now, and which of those ideas actually stand up to closer scrutiny? Alpesh Patel OBE screens 71 recent buy-rated stocks across nine sectors, combining analyst calls with momentum, valuation and quality checks to separate stronger setups from potential traps. But first, some updates & insights Exciting news. I
Alpesh Patel OBE
25th September 2026
The Trader: The opportunity cost is real
Being fully invested can feel like the obvious way to maximise returns, but today cash and bonds can offer meaningful returns without the same volatility. Michael Taylor looks at why opportunity cost matters again, and how investors can think more carefully about risk, time horizons and keeping some powder dry. Back when the pandemic was
Michael Taylor
25th September 2026
5 Strikes: Kainos defies software gloom | DNLM, KNOS, CER, ALFA
Richard takes a tilt at Kainos, a software consultancy and developer that spooked investors in 2024 and 2025 and righted itself in 2026. Cerillion, Alfa, and Dunelm also feature. 5 Strikes Since my last update, six companies have published annual reports and passed my minimum quality filter. Of them, I only awarded Dunelm less than
Richard Beddard
23rd September 2026
Small-Cap Spotlight Report: Headlam (LSE: HEAD)
Headlam boasted an industry-leading position, an asset-rich balance sheet and a long record of dividends… and yet still went bust. Maynard Paton recaps what went wrong at the floor-covering distributor. I wrote about Headlam for ShareScope during 2020 and gave a bullish verdict: “Headlam seems to possess the industry position, balance-sheet strength and management experience
Maynard Paton
18th September 2026
Bi-Weekly Market Commentary | 16/09/2026 | EGAS, NG1, KEYS, JNEO, VCT | Heat is on for European Natural Gas
Bruce looks at the diverging performance of European (EGAS) versus US (NG1) natural gas. Stocks covered KEYS, JNEO, VCT. The FTSE 100 fell -1.4% to 10,606 over the last 5 trading days. The Nasdaq100 and S&P 500 were both also down c. -1.4%, while the FTSE China 50 was down -2%. The latter is now
Bruce Packard
16th September 2026
The Trader: The uncomfortable truth about discomfort
Doing nothing can be one of the hardest disciplines in trading, especially when a stock you missed suddenly takes off. Michael Taylor looks at why the urge to act can be so costly, and why learning to sit on your hands may be an edge in itself. GCM Resources went up over 400% in a
Michael Taylor
11th September 2026
5 Strikes: Goodwin – Square peg, round hole | GDWN, MSI, NTBR
Richard wrestles with the conundrum that is Goodwin, a company selling off its biggest and most profitable division. MS International and Northern Bear also feature. 5 Strikes Since my last update seven companies have passed my minimum quality filter and published annual reports. Name TIDM Prev AR Strikes # Strikes GDWN Goodwin 28/8/26 ? CROCI
Richard Beddard
9th September 2026