Money & Markets
Personal finance and investing in plain English
Pete and the tree shake: a market maker’s day in his own words
A tree shake can flush out nervous holders in thin shares. Learn what the screen may hide, what changed since…
Risk ratings on funds: what a seven point scale can and cannot tell…
Fund risk rating explained explained in plain English, with fund income basics, account checks, tax context and a worked beginner…
Reading a factsheet: the five fund details beginners should check f…
Fund factsheet explained in plain English, with fund income basics, account checks, tax context and a worked beginner example. Learn…
The accounts that didn’t add up: what Globo plc teaches about checking the numbers
Globo plc is a reminder that small-cap stories need evidence, cash checks and baseline comparisons. Learn how to pressure-test the…
The house broker: whose side is the company’s own broker on?
A house broker can shape placings, research flow and market expectations. Learn what that role means, where conflicts sit, and…
When the commodity cycle turns: the African Minerals collapse
The African Minerals collapse is a case study in commodity-cycle risk, financing pressure and why evidence matters more than momentum…
Distributions and dividends: why fund income is not always simple
Fund distributions explained explained in plain English, with fund income basics, account checks, tax context and a worked beginner example.
Chinese walls and unbundled research: what MiFID changed about the notes you read
Chinese walls and MiFID research rules affect how broker notes are produced and read. Here is what private investors should…
ETF tracking error: why trackers can lag the index
ETF tracking error explains why a tracker may not match its index exactly. Here is what causes the gap and…
Results-day theatre: the statement, the call, and what is staged for whom
Results day theatre is not just the numbers. This guide explains the statement, the call, the staged language and what…