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…
Fund risk ratings explained: what 1 to 7 and 1 to 10 mean
Fund risk ratings explained: understand seven-point and ten-point scores, their limits, UK changes and the checks to make when comparing…
How to read a fund factsheet: a UK investor’s guide
Learn how to read a fund factsheet: check share classes, holdings, charges, performance and risk, with clear examples and a…
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…
Fund distributions explained: income, dividends and tax in the UK
Fund distributions explained for UK investors: income vs accumulation units, price changes, equalisation and tax, with examples and a practical…
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 explained: how to compare a tracker
Understand ETF tracking error and tracking difference, check a worked example, and compare fund returns fairly using dates, income, currency…
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…