Born in the UK
Although Arm will list in the USA, there should be nothing to stop us buying shares in Britain’s top tech company after it floats. This
Richard Beddard
15th March 2023
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
Weekly Market Commentary | 14/03/23 | IPO, FRAN, BGEO / TBCG | We wanted flying cars…
Following the rescue of Silicon Valley Bank, Bruce looks at possible read across to recent IPOs and IP Group. Companies covered IPO, FRAN and Georgian
Bruce Packard
14th March 2023
Getting the right balance between risk and return
Investing in shares is risky but if you want to grow the value of your investments you have to take some risk. Getting the balance
Phil Oakley
8th March 2023
Weekly Market Commentary | 07/03/23 | CAPC, RMV, RCDO | Banking on Equity Returns
With the rally running out of steam, Bruce looks at long-run equity returns. The two banks which compete to publish this data have performed much
Bruce Packard
7th March 2023
Roll your own alternative performance measures
Richard looks at the good and the ugly in Hollywood Bowl’s alternative performance measures and concludes that the company has put a positive gloss on
Richard Beddard
1st March 2023
Weekly Market Commentary | 28/02/23 | AVAP, SLP, GBG| Letter from Berkshire
Bruce looks at the Berkshire Hathaway 2022 shareholder letter, which Buffett published over the weekend. Stocks covered AVAP, SLP and GBG. The FTSE 100 remained
Bruce Packard
28th February 2023
Stock Market for the Rest of 2023: Should You Be Cautious?
With the start of 2023 showing promise for US-centric portfolios, many investors may be feeling optimistic about the stock market. However, a closer look at
Alpesh Patel OBE
24th February 2023
Tuning out of the day to day noise | Where next for the markets?
It’s been around nine months since I did my last market update and in this article, I’m going to follow on from that last update
Jason Needham
24th February 2023
Can Fevertree regain its fizz?
Investors are often intrigued with companies where the share price has fallen a long way. If it can recover, then there could be potential for
Phil Oakley
22nd February 2023
Weekly Market Commentary | 21/02/23 | KAPE, HL., BGEO | Cross border liquidity
Cross-border liquidity could be driving the market rally, so it’s worth keeping an eye on Central Banks in China and Japan. Companies covered KAPE, HL.
Bruce Packard
21st February 2023
Powertrain Transition – Are we Deluded?
I have written extensively about the forced transition from fossil-powered vehicles to electric vehicles (EVs). There is a lot to be said on the topic
Elric Langton
17th February 2023
The Trader: The FTSE 100 clears 8,000.. but what does it matter?
Michael looks at what the recent all-time high in the FTSE 100 means for traders and two trade ideas On Wednesday the FTSE 100 hit
Michael Taylor
17th February 2023