ARTICLES
& INSIGHT

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

Author Index

  • Alpesh Patel OBE
  • Ben Hobson
  • Bruce Packard
  • David Stevenson
  • Jamie Ward

Author Index

  • Jason Needham
  • Maynard Paton
  • Michael Taylor
  • Phil Oakley
  • Richard Beddard

Weekly Market Commentary 12/09/22 |AFX, EQLS, PCIP|Interest by the pound

With the pound falling by -14% so far this year against the dollar, Bruce looks at two companies that help SME businesses manage currency risk: AFX and EQLS. Plus payments company PCIP. The FTSE was up +1.3% at 7373 last week, with power and commodity companies leading the way Centrica, Glencore, Antofagasta and Anglo American

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The Economic Data Suggesting a Stock Market Rally

First, some personal recollections on Her Majesty the Queen In light of the sad news of the passing of Her Majesty the Queen, I hope my article on finance is seen as a distraction. I had the privilege of meeting their Majesties the Queen and the now King. For the Queen, it was about a

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The Trader: 15 Steps To Profitability

Michael outlines how to get to profitability as a trader in the first part of his 15-step walkthrough. Every trader’s ultimate goal is to be profitable. It’s a long journey which many fail. A statistic I display at the top of my trading course is that 90% of traders lose money (Barber, B.M., Lee, Y.-T.,

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Weekly Market Commentary 05/09/22 |BMS, CBOX, BGO| Winter is coming

Looking at the sectors that have been worst hit by the cost of living crisis, Bruce suggests a sector filter could be used to ‘read across’ where problems are yet to emerge. Companies covered BMS, CBOX and BGO.  The FTSE 100 was down -3.5% last week to 7,210. The S&P500 was down -2.2% and the Nasdaq 100

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The Trader: The importance of cutting losses

Michael provides a breakdown on why cutting losses is crucial to scaling as a trader and two actionable steps to manage this Everyone pays lip service to risk management. However, it’s easy to move your stops “just this once”. Those three words are some of the most dangerous words in trading. If you move your

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Is Now the Time to Buy the Market Bottom?

Inflation is slowing. Corporate and consumer spending is strong. Have we reached the bottom of the market, or is there more to fall? The S&P 500 hasn’t had an H1 this bad since the 1970s. But that represents an opportunity for investors: in the H2 of that same year, the market recovered and actually finished

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Risky business

Richard writes an obituary for RM, his investment, rather than RM the business. It surprised him when it updated its risk report mid-term last week, despite what he had already learned. Perhaps it is because I do not scrutinise interim (half-year) results very often, or perhaps it is because I generally avoid heavily indebted companies,

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Screening For My Next Long-Term Winner: Cerillion (LSE: CER)

Cerillion’s shares have five-bagged since their pandemic low and remain near their all-time high. Maynard Paton studies the software group’s revenue profile, cash conversion and current valuation. Another month and another round of ‘back to basics’ filtering. Introduced earlier this year to identify James Halstead, this screen shortlists companies that offer cash-flush balance sheets, robust

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