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5 articles
Currency moves can make a UK portfolio look better or worse than the companies inside it deserve. This analysis separates the translation effect from genuine stock selection, with a practical checklist for measuring hidden sterling exposure before treating a rally as skill.
When a UK company asks existing shareholders for fresh capital, the announcement is polished but the decision is blunt. This is a plain-English guide to rights issues, open offers and placings, the arithmetic of dilution, and the signals that separate credible funding from a rescue in disguise.
UK boards are returning cash through buybacks again in 2026, but the quality of those decisions varies widely. This guide sets out how to distinguish disciplined capital return from balance-sheet presentation, with a practical checklist for UK investors.
Banks are still open for good UK mid-market borrowers, but they are choosing carefully. Private credit funds have filled the space—on different terms and with a different risk profile. This explainer sets out what borrowers and public-market investors should watch.
Fund managers and brokers have a vocabulary of reassurance, and 2026 has produced plenty of it. This decoder examines seven phrases that sound bullish—from 'valuation support' to 'long-term structural growth'—and sets out the questions UK investors should ask before accepting them at face value.