Money & Markets
Personal finance and investing in plain English

Case studies — small-cap failures and what they teach us
Quindell and Conviviality are two of the most instructive small-cap collapses in recent UK market history. Here is what went…

When deals go bad — the post-merger reality nobody talks about at the announcement
The announcement is the high watermark. What follows — integration struggles, write-downs, and broken promises — rarely makes the same…

Taking profits: when to sell and how to decide
Selling is one of the hardest decisions in investing. A plain English guide to when to take profits on shares,…

How Games Workshop, Fever-Tree and YouGov became small-cap legends
Three UK small-caps that rewarded patience and conviction. What Games Workshop, Fever-Tree and YouGov share, and what every investor can…

What Citigroup found when it studied 30 years of director dealings
A Citigroup study found directors are skilled stock pickers in their own companies, but the signal has limits investors should…

Stop losses: how to use them and when
A stop loss automatically sells your shares when the price falls to a set level. Here is what they are,…

Small-cap red flags: the warning signs you should never ignore
The signals that experienced small-cap investors learn to recognise — from discount placings and management changes to audit qualifications and…

Risk consultants and corporate detectives — the eyes and ears hedge funds pay for
Hedge funds pay risk consultants and corporate detectives to build information advantages. Here is what they do, who they are,…

Tax on shares and investments: what every UK investor needs to know
CGT, dividend tax, stamp duty and ISA protection explained in plain English. Know what you owe before HMRC comes knocking.

Retail vs institutional investors in small-caps: who has the edge and when
Retail and institutional investors play by different rules in the small-cap market. Understanding who has the edge, and when, changes…