Financial Analyst, former management consultant, equity research analyst Bruce Packard started his career at Credit Suisse followed by various banks and stockbroking firms before quitting The City to work in financial PR, Litigation finance and finally financial education. In 2008 he predicted the nationalisation of the UK banking industry.
I’m a self-invested, low frequency, buy and hold investor focused on quality. As well as writing for ShareScope I like to capture my financial analysis and non-conformist thoughts on my own blog brucepackard.com. I also used to own a craft beer bar in Berlin and for fun play beach volleyball (unlikely to turn professional though).
While active fund managers are seeing redemptions, platforms like AJB and IHP have been reporting healthy quarterly inflows. Other stocks covered DPP, NXQ, CRPR. The
Terry Smith has published his annual performance update letter, plus a look at companies in the listed active fund manager sector. Companies covered JUP, ASHM,
Bruce looks at why the inverted yield curve seems to have sent a false signal about a recession. Companies covered: JD. and CMCX. The
Bruce reviews 2023 performance and the outlook for this year. Plus a detailed write-up of aircraft leasing business AVAP. Last year the Nasdaq 100
With Central Banks turning dovish, Bruce looks for the 16 / 64 day moving average crossover to call the turn to a more bullish market
Bruce looks at the prospects for Commercial Real Estate (CRE) and wonders if this will become a source of market instability in 2024. Companies covered
Bruce ponders why some companies that operate in the same sector enjoy such radically different fortunes. Companies covered MPE, LTHM, and MIND. The FTSE 100
With two more bids coming in for small-cap stocks, Bruce looks at the average premiums being offered by buyers. Companies covered: AML, ULTP and HEIQ.
As two more bids come in for small-cap listed companies, and another Private Equity IPO disappoints, Bruce looks at the trends that are shrinking public
Bruce looks at UK fund manager outflows, both at an industry level and manager-specific level. Companies covered: STJ, HL., BPM, LIO, TMG. The FTSE 100
Bruce looks at what we can learn from Oscar Wilde and a half-bearded psychology professor on flawed narratives that capture people’s imagination. Companies covered: IPX,
Attempts to widen direct equity ownership in the UK stock market are gathering pace, even as the high dividend yields on fund managers are signalling
