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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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Bruce Packard 27th May 2026

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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Jason Needham 22nd May 2026

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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Michael Taylor 22nd May 2026

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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Richard Beddard 20th May 2026
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Screening For My Next Value Winner: SThree (LSE: STEM)

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

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Maynard Paton 15th May 2026

What the World’s Best Hedge Funds Are Buying Right Now

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

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Alpesh Patel OBE 8th May 2026

The Trader: Is the US Stock Market in a Bubble?

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.

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Michael Taylor 8th May 2026

5 Strikes: Eight shares pass the test | ALFA, QTX, FDM

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

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Richard Beddard 6th May 2026

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

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David Stevenson 1st May 2026
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