The Trader: The new early bull market
Michael looks at three features of new market leaders that will show themselves in the new early bull market. It’s goodbye Truss and hello Sunak.
Michael Taylor
31st October 2022
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
Bi-Weekly Market Commentary Part 2 | 28/10/22 |SDRY, BARC, HSBA, LLOY, NWG, STAN| Numbers reflect reality
Bruce comments on Superdry’s auditor resignation and summarises Q3 trends at UK banks. The FTSE 100 rose above 7000 to 7,057. Nasdaq and the S&P
Bruce Packard
28th October 2022
Ploughing through an economic blizzard
Digging deep into stock market sensation Halma’s history, Richard gains clues about the kind of businesses long-term investors should think about owning in an economic
Richard Beddard
26th October 2022
Bi-Weekly Market Commentary Part 1| 25/10/22 |AFX, WISE| Volatility subsides
Bruce looks at WISE and AFX, currency traders that are benefiting from the market volatility and rising interest rates. He compares their investment case to
Bruce Packard
25th October 2022
What Do Experts Say About Portfolio Allocation During High Inflation
We’re not alone – if it makes you feel better. Look at the Americans. Of course, you could argue that the market will help when
Alpesh Patel OBE
21st October 2022
Warning: More pain to come for the Listed venture capital funds
A few weeks ago, I dug up a statistic that genuinely took my breath away. It came from VC-oriented asset manager Sparkline Capital – “Of the
David Stevenson
21st October 2022
Screening For My Next Long-Term Winner: Redrow (LSE: RDW)
Difficult markets prompt Maynard Paton to search for asset-rich shares with depressed ratings. Screening for low price to books and net cash positions leads to
Maynard Paton
19th October 2022
Weekly Market Commentary 17/10/22 |AT., BDEV, DARK|Raising rates into a recession
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
Bruce Packard
17th October 2022
The Trader: Academic Findings in Retail Trading
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
Michael Taylor
14th October 2022
When growth stocks fall to earth
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
Richard Beddard
12th October 2022
New UK IPOs 12/10/22 |Fintech Asia Ltd, Ikigai Ventures Ltd, Sondrel (Holdings) Plc|
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
Bernice Ng
12th October 2022
Weekly Market Commentary 10/10/22 |IPX, SDRY, TSCO, AGFX, GRG| Coping with drawdowns
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
Bruce Packard
10th October 2022