All the latest articles & insight from our investment writers to inspire your own research and analysis.
Bruce Packard examines the sharp rise in UK gilt yields and what it signals for inflation, equities and investor sentiment. He also explores the AI
Alpesh Patel OBE analyses 29 high-conviction holdings from four elite hedge fund managers, combining institutional stock picks with weekly MACD momentum signals. From standout buy
Michael Taylor examines whether soaring US valuations are flashing warning signs of a market bubble, and what it could mean for UK investors. From the
Richard considers modest executive pay at Alfa Financial Software and Quartix, and recent share purchases by FDM directors. 5 Strikes Eighteen companies have published annual
David Stevenson explores early-stage robotics, short-duration gilts and a high-yielding infrastructure trust backed by long-term assets including Sizewell C. He also looks at whether investors
Even as equity markets have rebounded, some early warning indicators are showing consumer sentiment has deteriorated. Companies covered: THG, CCC and BGO. Brent Crude (BR$SP)
Alpesh Patel OBE uses a multi-factor screen across 5,539 US shares to uncover stocks showing strength across valuation, quality, momentum and financial resilience. He explains
Michael Taylor continues his bear market series by focusing on process over prediction, showing why waiting for confirmation beats trying to call the bottom. He
Ramin Nakisa of PensionCraft explains how he uses ShareScope to screen for ETFs and funds, focusing on cost, global exposure and practical usability. He walks
Loads more companies pass 5 Strikes this week as the flood of annual reports continues. Richard looks at what software companies are saying about the
The lead executives at Alfa Financial Software were paid just £29k last year to match the London Living Wage. Maynard Paton links the commendable remuneration
As volatility returns, Value investing is beginning to reassert itself over Growth. Bruce Packard examines the shift, covering MWE, CLX and STX. The FTSE 100
