ARTICLES
& INSIGHT

All the latest articles & insight from our investment writers to inspire your own research and analysis.

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Elric Langton
  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

Michael takes a look at the week as well as the AIM market index. This week there were plenty of trading opportunities …

Given the surge in bond yields over the last few weeks, the monthly funds’ article focuses on the opportunities within the bond …

The Capex to operating cash flow ratio can tell us a lot about a firm’s priorities. Richard explores the ratios of a …

Bruce looks at UK fund manager outflows, both at an industry level and manager-specific level. Companies covered: STJ, HL., BPM, LIO, TMG. …

Joel Greenblatt’s simple stock-picking formula delivered great results in the past but may no longer be useful for today’s investing world. Phil …

Bruce looks at what we can learn from Oscar Wilde and a half-bearded psychology professor on flawed narratives that capture people’s imagination. …

Michael takes a look at profit warnings and how to play these with several examples.     Profit warnings are appearing on …

Significant, acquisition-free expansion is prized by many investors. Maynard Paton studies the organic growth record of pay-by-mobile small-cap Fonix Mobile. Whisper it, …

Tax-efficient savings accounts such as individual savings accounts (Isas) and self-invested personal pensions (SIPPs) are the best option for most savers and …

Since Richard started scoring companies in SharePad last April, twelve companies have scored zero strikes, the best possible score. In this article, …

Attempts to widen direct equity ownership in the UK stock market are gathering pace, even as the high dividend yields on fund …

Visiting an old friend in today’s fast-evolving tech landscape, few sectors remain as untouched by innovation as the world of transportation. At …

Investing has become more global. Gone are the days when UK private investors were restricted to putting their money solely in the …

Phil uses SharePad to examine the impact of share buybacks on shareholder returns. Do they make shareholders better off and should investors …

Bruce uses Sharepad to look at recent movements in the US long bond yields USTSY10 and the bondholder total return TLT ETF. …