All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
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
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
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
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
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
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
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
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
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
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
In this month’s funds article, David Stevenson goes bubble hunting, asking whether we should worry more about deflation than inflation, and go full-on contrarian, digging into Chinese technology ETFs. Is there an earnings Bubble? Be under no illusions; what we’re seeing at the moment in the equity markets is no bubble, in the classic sense
