All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
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
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.
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
Bruce returns to a Terry Smith filter from 2019, and examines what has gone wrong with the “buy quality and then do nothing” approach to
UK small caps can offer private investors an edge, with less institutional competition and greater scope for overlooked opportunities. Michael Taylor explains how disciplined stock
