
Bi-Weekly Market Commentary | 01/04/2026 | BUR, YOU, TET | Long-term optimism
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
All the latest articles & insight from our investment writers to inspire your own research and analysis.

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

Bruce returns with a looks at some of AIM’s top performers (EEE, MTL, YU.) since the market peaked in Sept 2021. Plus results from SRT

In Part II of his trading timeframe series, Michael Taylor explains how to categorise trades as M2M or T2H before entry – and why that

With no new companies making it past his 5 Strikes filter, Richard examines transport software house and consultancy Tracsis’ rise and fall. To rise again,

Screening again for high margins and high ROEs pinpoints the super accounts of AJ Bell. Maynard Paton studies the investing platform’s impressive business that has