Learn how market, forecast and portfolio analytics work.

Forecasting and AI

What machine-learning forecasts claim, and what they do not.

• What does model confidence mean?Confidence describes how strongly and consistently a model's inputs agree with each other under current conditions. It is not the probability that an investment will be profitable, and a high-confidence estimate can still be wrong.

Portfolio analytics

Concentration, exposure and what a portfolio view can tell you.

• Currency exposure for UK investorsIf you spend in pounds but hold assets priced in dollars or euros, your returns depend on both the asset's performance and the exchange rate. A share can rise while your holding's value in pounds falls.

Scenario analysis

Testing assumptions, and how that differs from forecasting.

• Forecast vs scenario analysisA forecast is the model's estimate given current conditions. A scenario is a calculation of what would happen if assumptions you supply turned out to be true. A scenario makes no claim that those assumptions are likely.

UK investing concepts

Wrappers, tax concepts and currency for UK-based investors.

Articles in this area are being written. We publish a small number of thorough explanations rather than many short ones.

Market data and technical conditions

Where the numbers come from and how current they are.

Articles in this area are being written. We publish a small number of thorough explanations rather than many short ones.