All the latest articles & insight from our investment writers to inspire your own research and analysis.
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
Michael Taylor explores what really matters when markets turn hostile, cutting through the noise with practical lessons from past crashes. He shows why survival –
38 shares have published annual reports and passed Richard’s minimum quality filter. 19 of them score less than three strikes. As he wades through these
David Stevenson explores how shifting geopolitics may shape long-term markets, from gold and inflation fears to rising defence spending in Asia. He also highlights a
Bruce Packard highlights why, despite a darkening near-term outlook, investors may still have reasons to stay optimistic for the long term, as he examines developments
Michael Taylor explores the double-edged nature of share buybacks, highlighting how they can enhance shareholder returns when used well. He also warns how, in the
Since his last update, nine companies have passed Richard’s minimum quality filter. Most are very large businesses. He takes a peek at GlobalData, the smallest
Marketing specialist Brave Bison undertook five acquisitions last year and recently purchased 28% of System1. Maynard Paton wonders if the acquisitions are creating value and
AIM has fallen through key moving average support levels, suggesting it may be time to trim portfolios and cut low conviction or losing positions. Companies
Michael Taylor explores some of the most dangerous phrases investors and traders can fall into, and why they often lead to costly mistakes. Drawing on
Seven companies pass Richard’s minimum quality filter, but only two of them impress. He takes a closer look at RELX, a company that has earned
David Stevenson argues the global equity rally is broadening beyond AI and the US, highlighting new opportunities across markets and sectors. He also examines a
