The Trader: Super Intelligence is here
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.
Michael Taylor
9th October 2026
ARTICLES
& INSIGHT
All the latest articles & insight from our investment writers to inspire your own research and analysis.
Author Index
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Alpesh Patel OBEAlpesh Patel OBE
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Bruce PackardBruce Packard
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David StevensonDavid Stevenson
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Jamie WardJamie Ward
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Jason NeedhamJason Needham
Author Index
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Maynard PatonMaynard Paton
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Michael TaylorMichael Taylor
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Phil OakleyPhil Oakley
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Richard BeddardRichard Beddard
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Robbie BurnsRobbie Burns
5 Strikes: Slow growers | ARC, ASHM, INCH
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,
Richard Beddard
7th October 2026
Monthly Fund Focus: The AI Memory Boom, Digital Infrastructure, Gilt Opportunities and a Silver Revival
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
David Stevenson
2nd October 2026
Bi-Weekly Market Commentary | 30/09/2026 | OTB, 4BB, FNX026 | The Execution Maestros
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
Bruce Packard
30th September 2026
What the Major Banks Are Recommending Right Now
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
Alpesh Patel OBE
25th September 2026
The Trader: The opportunity cost is real
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.
Michael Taylor
25th September 2026
5 Strikes: Kainos defies software gloom | DNLM, KNOS, CER, ALFA
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,
Richard Beddard
23rd September 2026
Small-Cap Spotlight Report: Headlam (LSE: HEAD)
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
Maynard Paton
18th September 2026
Bi-Weekly Market Commentary | 16/09/2026 | EGAS, NG1, KEYS, JNEO, VCT | Heat is on for European Natural Gas
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
Bruce Packard
16th September 2026
The Trader: The uncomfortable truth about discomfort
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
Michael Taylor
11th September 2026
5 Strikes: Goodwin – Square peg, round hole | GDWN, MSI, NTBR
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.
Richard Beddard
9th September 2026
Monthly Fund Focus: An Earnings Bubble, the Inflation vs Deflation Debate and a Contrarian China Tech Bet
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
David Stevenson
4th September 2026