Ideas and Insights

Is it time to top up on quality?

Where to find value in today’s market

Building a resilient portfolio in a concentrated market

Private equity, AI & investing in tomorrow’s winners

National Sugar Cookie Day: A recipe to sweeten your portfolio

402. The investing story everyone is missing

Mid-year review 2026: a lesson in diversification

Why Europe offers security for an uncertain investor

How do you distinguish between a genuinely contrarian idea and one that’s just a bad investment?

What makes a successful contrarian?

What advice would you give a 20-something aiming to build a career as a professional investor?

What advice would you give to a young saver thinking of opening an ISA?

Do you think modern education suppresses the kind of curiosity that great investors need?

UK smaller companies: cheap, overlooked, and waiting for a catalyst

The overlooked corners of the US market

401. The return of growth investing in Japan

Why the next decade won’t look like the last

War, volatility and opportunity: your 2026 mid-year check-in

400. AI, inflation and the new market regime

How much US exposure is right for you?

Investing in America: 6 ways to access the world’s largest stock market

399. The new infrastructure boom

A decade after Brexit, is the UK finally due its bounce?

Out of favour, not out of potential: the case for UK smaller companies