ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

Author Index

Author Index

What the Major Banks Are Recommending Right Now

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

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Screening For My Next Contrarian Winner: ME Group (LSE: MEGP)

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,

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5 Strikes: Me Group gets clean bill of health | MEGP

 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

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The Trader: Why the SpaceX IPO matters to you

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

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Monthly Fund Focus: A defensive income and growth fund, Agentic AI and a Future Supply Chains ETF

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

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5 Strikes: Resellers join the IT component gold rush | CCC, KEYS, QTX

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

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Bi-Weekly Market Commentary | 27/05/2026 |KNOS, KLR, DXRX | Energy costs and renewables

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

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The Hidden Cost of Playing It Safe

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

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The Trader: How to protect yourself from a US Bubble

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

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5 Strikes: 2026 the journey so far & how big is significant?

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

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