All the latest articles & insight from our investment writers to inspire your own research and analysis.
In this month’s Funds Focus, David Stevenson looks at a recent report on the consolidation of investment trusts which has some quite revealing headline numbers.
After rival house builder Bellway decided not to buy Crest Nicholson, Phil asks whether the shares have been treated too harshly by the market or
A look at the movements at the long end of the government bond yield curve, and the implications for equity investors. Companies covered GBG, CER
Michael takes a look at some sectors that could be affected by the upcoming autumn budget. The budget day is going to be like a
Investing in UK market-leading companies is a marmite proposition. They must have done something good but, if they are already so big, how can they
Phil takes a look at the subject of factor investing and whether quality factor exchange-traded funds (ETFs) can deliver better returns than those that track
A look at what might be causing the divergence in performance between the FTSE Small Cap (SMX) index -8%, which has outperformed FTSE AIM (AXX)
Canadian 200-bagger Constellation Software has inspired Software Circle to become a serial acquirer of ‘vertical market’ software businesses. Maynard Paton studies the promising early progress
Michael looks at the benefits of a sharper mind and how to cultivate an edge in trading. The difference between winners and losers is almost
Richard looks at one of his least favourite kinds of business – asset managers. Love them or loathe them, many London-listed asset managers are profitable
Phil asks whether the latest profit warning from Aston Martin is the final straw for investors or whether a turnaround in its fortunes is still
In this month’s funds overview, we revisit the exciting world of gold and especially gold trackers which provide a regular income via options writing strategies.
