Money & Markets
Personal finance and investing in plain English

Small-cap sector checklist: questions before you invest
Small-cap sector checklist for biotech, tech, mining and oil and gas investors, with practical questions to test risk before investing.

Tree shakes: how market makers move small-cap prices
Tree shakes explained: how market makers, liquidity and quote moves can affect small-cap investors before they react to price action.

What happens if your stockbroker goes bust
What happens if your stockbroker goes bust, how FSCS protection works, and what UK investors should check before opening an…

What a rights issue is and what to do when you get one
A rights issue is not free money. Learn how dilution, nil paid rights and shareholder choices work before you answer…

Three small-cap investing philosophies that still matter
Lynch, Royce and early Buffett show three small-cap investing philosophies: understandable growth, quality value and neglected assets for research.

Pete and the tree shake: a market maker’s day in plain English
Tree shakes can make small-cap price moves look more meaningful than they are. Learn how to read the screen without…

VCTs, EIS and factor-based investing: the tax-efficient and quantitative routes into small-cap exposure most investors overlook
Most investors who want small-cap exposure open a brokerage account and start picking stocks. A smaller group opts for an…

Gareth Hall, drip-fed exclusives, and the smaller-company PR underbelly
Not every "exclusive" you read in a tip sheet or trade publication arrived by accident. Some of them were placed…

CFDs and spread bets: what they are and why most beginners should steer clear
CFDs spread bets can magnify losses quickly. This plain-English guide explains the risks for UK beginners before trading. For UK…

Quality investing: Warren Buffett’s idea in plain English
Quality investing looks for durable businesses with pricing power and resilience. This guide explains the idea without turning it into…