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Fund research

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice. Investments and income can fall in value as well as rise.

UK stock market and funds review – will Omicron hinder the recovery?

We look at what’s happened in the UK economy, how the stock market’s been coping, and how our Wealth Shortlist funds have fared.

Dominic Rowles | 27 January 2022

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice. Investments and income can fall in value as well as rise.

Fund research

Our expert research team provide regular updates on a wide range of funds.

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Global stock market and funds sector review – the fight on Omicron and inflation

We look at how different economies and regions around the globe have been coping, and how global funds and stock markets have performed.

Henry Ince | 20 January 2022

US funds sector review – Omicron raises the stakes for policymakers

We take a closer look at how different areas of the US stock market have performed, how funds have fared, and share our outlook for the future.

Joseph Hill | 23 December 2021

Global equity income – is it time to look again?

We take a closer look at the case for considering investing in global equity income.

Henry Ince | 15 December 2021

free fund researchFree fund research

Our expert research team provide regular updates on a wide range of funds.

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Latest research updates

Fri 28 January 2022

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of the AXA Framlington Global Technology fund.

Thu 27 January 2022

In this fund update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost, and performance of the Jupiter UK Smaller Companies fund.

Wed 26 January 2022

In this fund update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Invesco Tactical Bond fund.

Fri 21 January 2022

In this fund update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the IFSL Marlborough Nano-Cap Growth Fund.

Tue 25 January 2022

In this fund January update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost, and performance of the IFSL Marlborough Special Situations Fund.

Mon 24 January 2022

In this fund January update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the IFSL Marlborough UK Micro-Cap Growth Fund.

Wed 19 January 2022

In this fund update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Artemis Income fund.

Tue 18 January 2022

In this fund update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the AXA Framlington American Growth fund.

Mon 17 January 2022

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the Legal & General International Index Trust fund.

Fri 24 December 2021

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, cost and performance of the Legal & General European Index Fund.

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