Return to Articles, interviews & expert comment
How holding a little more cash in your portfolio could help you more than you think
Hannah Duncan | 4 May 2020
Cash can often be neglected when investing, but in reality it can be the backbone to a successful portfolio. We take a look at the benefits of holding a little more cash. Read article: How holding a little more cash in your portfolio could help you more than you think .
Hannah Duncan
4 May 2020 | 4 min read
Financial adviser’s top tips for spring cleaning your finances
Hugh Breach | 26 May 2021
Financial Adviser Hugh Breach gives his top tips for revisiting, reviewing and reorganising your finances. Read article: Financial adviser’s top tips for spring cleaning your finances.
Hugh Breach
26 May 2021 | 7 min read
Flexible pension withdrawals surge – 3 tips before taking an income
Isabel McDougall | 25 May 2021
If you’re planning to take a flexible income, here are three essential tips to help you get the most out of your pension. Read article: Flexible pension withdrawals surge – 3 tips before taking an income.
Isabel McDougall
25 May 2021 | 5 min read
Inflation – an HL fund manager’s view
Steve Clayton | 25 May 2021
Inflation is back on investors’ agenda. HL Fund Manager Steve Clayton shares his view on inflation and tips to help beat it. Read article: Inflation – an HL fund manager’s view.
Steve Clayton
25 May 2021 | 5 min read
How passive funds really work
Alexander Watkins | 24 May 2021
Investing in passive funds is becoming more popular, but how do they really work? We take a closer look. Read article: How passive funds really work.
Alexander Watkins
24 May 2021 | 5 min read
Scottish Mortgage Investment Trust: May 2021 update
Henry Ince | 24 May 2021
Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Scottish Mortgage Investment Trust. Read article: Scottish Mortgage Investment Trust: May 2021 update.
Henry Ince
24 May 2021 | 8 min read
Can you benefit from the savings price war?
Ryan Kenny | 21 May 2021
Fixed term savings rates are rising. We dig into the details and explain why now could be a good time to take advantage of better savings rates. Read article: Can you benefit from the savings price war?.
Ryan Kenny
21 May 2021 | 4 min read
What the Monaco Grand Prix can teach us about our finances
Nick Colman | 21 May 2021
The Monaco Grand Prix takes place this weekend. While the world of F1 might seem totally foreign to some, there’s more to relate to than you might think. Read article: What the Monaco Grand Prix can teach us about our finances.
Nick Colman
21 May 2021 | 6 min read
Lockdown grinds retirement to a halt: 4 tips to get things moving again
Alana Fairfax | 21 May 2021
Did the pandemic force you to change your retirement plans? Here’s a four-step plan to help get the ball rolling again. Read article: Lockdown grinds retirement to a halt: 4 tips to get things moving again.
Alana Fairfax
21 May 2021 | 3 min read
Next week on the stock market
Sophie Lund-Yates | 20 May 2021
What to expect from a selection of FTSE 100, FTSE 250 and selected other companies reporting next week. Read article: Next week on the stock market.
Sophie Lund-Yates
20 May 2021 | 5 min read
Superforecasters: how to make better predictions
William Ryder | 20 May 2021
We take a closer look at the science behind forecasting and how investors can become better forecasters. Read article: Superforecasters: how to make better predictions.
William Ryder
20 May 2021 | 7 min read
Personal Assets Trust: May 2021 Update
Tom Mills | 20 May 2021
In this investment trust update, Senior Investment Analyst Tom Mills shares our analysis on the manager, process, culture, cost and performance of Personal Assets Trust. Read article: Personal Assets Trust: May 2021 Update.
Tom Mills
20 May 2021 | 6 min read
Asia & Emerging Markets quarterly fund review – India’s second wave
Kate Marshall | 20 May 2021
We look at how Asian and emerging markets have recently fared, the impact of rising coronavirus cases in India, and how funds investing in the region have performed. Read article: Asia & Emerging Markets quarterly fund review – India’s second wave.
Kate Marshall
20 May 2021 | 9 min read
Troy Income & Growth Trust: May 2021 update
David Holder | 19 May 2021
Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Troy Income & Growth Trust. Read article: Troy Income & Growth Trust: May 2021 update .
David Holder
19 May 2021 | 8 min read
UK equity income – why domestic funds might look overseas
David Holder | 19 May 2021
We take a look at the state of play for UK dividends, how and why UK equity income funds look overseas and what this means for investors. Read article: UK equity income – why domestic funds might look overseas.
David Holder
19 May 2021 | 5 min read
5 major retirement planning issues couples face, and what to do about them
Isabel McDougall | 17 May 2021
We take a look at the major retirement planning issues couples face, and give some top tips to avoid any nasty shocks. Read article: 5 major retirement planning issues couples face, and what to do about them .
Isabel McDougall
17 May 2021 | 5 min read
Investing in IPOs – why not let the experts do it for you?
Henry Ince | 17 May 2021
If you like the idea of investing in IPOs but aren’t sure where to start, why not let the experts do it for you? Here are four investment ideas that could be worth thinking about. Read article: Investing in IPOs – why not let the experts do it for you?.
Henry Ince
17 May 2021 | 10 min read
Bond funds quarterly review – what could be next for bonds?
Joseph Hill | 17 May 2021
We look at how different areas of the bond market are performing, share our outlook for the bond market, and look at how some of our Wealth Shortlist funds have fared. Read article: Bond funds quarterly review – what could be next for bonds?.
Joseph Hill
17 May 2021 | 11 min read
Is inflation investors’ number one risk?
George Trefgarne | 14 May 2021
George Trefgarne explains why investors should keep a close eye on inflation at present. Read article: Is inflation investors’ number one risk?.
George Trefgarne
14 May 2021 | 5 min read
Next week on the stock market
Sophie Lund-Yates | 13 May 2021
What to expect from a selection of FTSE 100, FTSE 250 and selected other companies reporting next week. Read article: Next week on the stock market.
Sophie Lund-Yates
13 May 2021 | 5 min read
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