All the latest articles & insight from our investment writers to inspire your own research and analysis.
A screen for high margins and high ROEs identifies the attractions of FRP Advisory. Maynard Paton studies the insolvency specialist’s growth history, employee productivity, founder
With US regional banks underperforming the S&P500, Bruce wonders if AI agents will reduce friction in the financial services sector. Companies covered: ENSI, LIKE and
UK markets react to geopolitical tensions and bond yields, while Avon Technologies, Bridgepoint and Pennon lead this week’s notable moves.
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.
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,
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
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
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
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.
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,
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
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
