All the latest articles & insight from our investment writers to inspire your own research and analysis.
Two very different US financial personalities believe that US interest rates are rising too fast. No doubt bankers and fund managers are talking their own
Michael looks at several academic studies covering retail investors and what we can learn from them. We last looked at an academic article on trading
Richard takes a first look at Dechra Pharmaceuticals, a company that has grown profit at a compound annual growth rate of 19% since 2013, yet
Welcome back to our monthly examination of listings on the London Stock Exchange. This time, we will be introducing three companies, namely: Fintech Asia Limited
Bruce updates a chart Terry Smith first published in the FT in 2014, looking at Tesco EPS progress versus declining Return on Capital. Other companies
Elric looks at the market trend for EVs, the ever-changing battery technology, battery options, and more. The problems ahead are a far more complex and
Bruce looks at the performance of large cap sectors YTD, and suggests rules of thumb for trying to time the turn in different sectors. Companies
Michael looks at The 90% Club from 2021 and how to avoid getting caught by overpriced IPOs. Warren Buffett doesn’t like IPOs. In fact, this
Welcome to my quick monthly round-up of interesting, listed funds, be they investment trusts (or closed funds, as they are sometimes called) or index tracking
Richard takes a look at the segmental report of Cohort to gather insights into the company’s costs as it grows in complexity. The segmental report
Bruce suggests that political leaders need a risk manager, to prevent them from increasing risk as a position moves against them. Companies covered MOON, and
I write to you from New York where I’ve been doing Bloomberg and met with a former employee of my Asset Management company now earning
