• Align Research Top 10 Conviction Picks for 2017

    December 28, 2016 | Posted by

    By Richard Jennings, CFA As another year turns (and we are all, sadly, that bit older!) and we close out our inaugural 12 months here at Align Research we lay out for our readers and subscribers our Top 10 Conviction picks for 2017. At the start of 2016 we were one of the very few […]

  • Zanaga Iron – forgotten play in the recent commodity rally

    November 13, 2016 | Posted by

    By Richard Jennings, CFA Well, 2016 turned out to be the year of the commodity, completely contrary to almost all commentators at the start of the year. We were pretty much a lone voice in calling for a return to a bull market as highlighted here and here. Many of the blue chip plays within […]