
Bi-Weekly Market Commentary | 05/08/2026 | SWG, KOO, CGEO | Carry trade unwind
As yen intervention signals a possible unwind of the carry trade Bruce Packard looks at cybersecurity firm SWG, mental health app KOO and Tbilisi based
All the latest articles & insight from our investment writers to inspire your own research and analysis.

As yen intervention signals a possible unwind of the carry trade Bruce Packard looks at cybersecurity firm SWG, mental health app KOO and Tbilisi based

Richard checks out the ESG credentials of meat producer Cranswick, which believes the high carbon footprint of cattle and sheep farming will work to its

Michael Taylor explains why learning to lose well is one of the most important skills a trader can develop. He looks at position sizing, stop

Bruce returns from his BGEO investor day in Tbilisi, Georgia. Plus a look at a couple of house builders GLE and VTY, and FinTechs FCH

Alpesh Patel examines the latest holdings of some of the world’s top-performing hedge fund managers, combining elite fund disclosures with his own technical and quality

High margins, rising profits, significant director ownership and a modest valuation are among the attractive credentials of Foresight Group. Maynard Paton studies the fund manager’s

After some mental gymnastics, Richard confirms Autotrader and Tatton have no major blemishes in their financial histories. Tatton, in particular, looks like a very good

Stepping in for Bruce this week, Jamie Ward looks at the ever-shrinking London Stock Exchange as well as a couple of sources of possible further

Michael Taylor explains why one of the most valuable investing tools isn’t powered by AI or an app. He argues that pen and paper can

David Stevenson explores why UK equities continue to look undervalued, examines an AI-focused investment trust and assesses a new ETF targeting the infrastructure powering the

Six shares pass 5 strikes this time. Richard takes a closer look at Morgan Sindall, which achieved no strikes. The building contractor and property developer

Bruce looks at OPT, the occupational health group, OMG the cash rich motion sensor company and logistics software group SAAS, which has suffered its own