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Share Price Commentary

D2C platforms fly high in Q1
AJ Bell D2C & interactive investor (owned by Aberdeen) drive upgrades and share price jumps - in an otherwise 'slow news' quarter in wealth management
 • Paul Bryant
Pollen Street results watch. A winner hit by narrative contagion?
Shares down 25% on a cocktail of private credit & AI disruption worries. That smells like narrative contagion. Iran has muddied the picture further. 26…
 • Paul Bryant
Jupiter jumps again (and there might be more to come)
Jupiter has turned from laggard to leader. The share price has had a huge recovery. Fundamental valuation suggests there might be even more upside.
 • Paul Bryant
UK Wealth Managers' 2025 in charts
A relatively solid year for fundamentals, but some huge and divergent share price moves, coupled with AI fears, makes for tricky valuation assessments
 • Paul Bryant
2025: the great Asset Management bifurcation? (part 2 of 3)
Some are priced to win, some to lose, then there's a peloton with similar-looking valuations. What is Mr Market actually pricing in?
 • Paul Bryant
2025: the great Asset Management bifurcation? (part 1 of 3)
UK-listed asset managers had wildly differing fortunes in 2025. Was it the year that revealed winners and losers? Or has it left some richly valued, and…
 • Paul Bryant
PensionBee purring in the UK...
...but the share price seems stuck. It looks like all eyes are on its US buildout
 • Paul Bryant
More juice in Jupiter's jump?
Share price up over 100% from heavily oversold levels. But even after that jump, the bull case looks stronger than the bear case.
 • Paul Bryant
Jupiter jumping. Liontrust limping. Why?
After a rough few years for both stocks, Jupiter has bounced, Liontrust hasn't. What's behind recent moves? Can Jupiter run further? Can Liontrust…
 • Paul Bryant
Is that a chink of light?
A look back at UK-listed asset managers' H1-25 & a look forward to H2 and beyond. Part 1: The (confusing) AUM picture.
 • Paul Bryant
Sprinters, joggers, walkers, stumblers
In UK wealth management, disparity makes for a stock-pickers' paradise
 • Paul Bryant
PensionBee's pickle. The tyranny of guidance?
PensionBee & investors are grappling with a more complex growth v profitability story. They shouldn't be. This is a potential star of the London Stock…
 • Paul Bryant
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