
Bi-Weekly Market Commentary | 24/12/2025 | WINE, JLP, BOWL, XPF | Gold and silicon
Bruce Packard reviews a year where gold has outshone global equity markets, with a muted Santa Rally doing little to close the gap. He examines
All the latest articles & insight from our investment writers to inspire your own research and analysis.

Bruce Packard reviews a year where gold has outshone global equity markets, with a muted Santa Rally doing little to close the gap. He examines

Richard is screening for companies that have grown under their own steam. He explains the filter he uses to pick candidates for long term investment

A screen for high insider ownership identifies GlobalData boss Michael Danson and his £500m shareholding. Maynard Paton delves into Mr Danson’s impeccable track record of

As the year draws to a close, Michael Taylor reflects on the importance of using the Christmas break to review trading performance, habits and discipline.

A look at how an Annual Review could help improve your investment process (for instance, avoid catching falling knives!) Companies covered TRST, PEEL and APN.

In this month’s funds column, David Stevenson weighs up whether US equities are truly in an AI bubble and highlights funds and asset classes that

A fresh batch of companies has cleared Richard Beddard’s 5 Strikes filter, with Tristel and Bioventix standing out for their unusual strengths and resilience. Netcall

The opening and closing auctions hide far more complexity than most realise. In this piece, Michael Taylor breaks down how they work and why knowing

Bruce takes a look at how liquidity trends in international government bond markets might be spilling over to equities markets. Companies covered: JMAT, CML, SAA

Softcat and Dotdigital are the only shares to pass Richard’s 5 Strikes filter. He explains why we shouldn’t worry about Softcat’s volatile turnover, but we

Earlier this year, Science Group bagged a 74% gain within five months following an acrimonious activist campaign. Maynard Paton studies the consultancy group’s low-profile boss,

Bruce Packard reviews how past Mello London presenters have performed, revealing funds outpacing most small-cap companies. He also analyses updates from Diageo (DGE), Ceres Power