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Articles, interviews & expert comment

European quarterly fund review – a tale of two halves

David Holder | 29 June 2021

We look at how European stock markets, economies and Wealth Shortlist funds have fared over the past 12 months, and share our outlook for European stock markets. Read article.

David Holder

29 June 2021 | 9 min read



European quarterly fund review – a tale of two halves

David Holder | 29 June 2021

We look at how European stock markets, economies and Wealth Shortlist funds have fared over the past 12 months, and share our outlook for European stock markets. Read article: European quarterly fund review – a tale of two halves.

David Holder

29 June 2021 | 9 min read


Leaving pension admin to your partner? Five times to take the helm

Alana Fairfax | 28 June 2021

Five life events where it’s absolutely crucial that you take charge of your pension. Plus something you might not have thought of. Read article: Leaving pension admin to your partner? Five times to take the helm.

Alana Fairfax

28 June 2021 | 5 min read


Leveraged ETFs – should investors avoid them?

Aaron Gibbs | 24 June 2021

We take a look at the basics behind leveraged ETFs, how they work and the risks involved. Read article: Leveraged ETFs – should investors avoid them? .

Aaron Gibbs

24 June 2021 | 5 min read


Investing in pension drawdown – 3 options to consider

Isabel McDougall | 23 June 2021

We take a closer look at three options to think about when investing in pension drawdown. Read article: Investing in pension drawdown – 3 options to consider.

Isabel McDougall

23 June 2021 | 5 min read


Next week on the stock market

Sophie Lund-Yates | 24 June 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

24 June 2021 | 4 min read


3 stocks that don’t rely on the digital revolution

Sophie Lund Yates | 23 June 2021

While the digital revolution is well underway, not everything is going digital. Here’s a look at three stocks that could benefit from enduring old-school behaviour. Read article: 3 stocks that don’t rely on the digital revolution.

Sophie Lund Yates

23 June 2021 | 8 min read


How spring cleaning your savings could pocket you £80 more

Ryan Kenny | 23 June 2021

Saving with a high street bank? Here’s how you could get a better interest rate on your savings and qualify for cashback as a thank you at the same time. Read article: How spring cleaning your savings could pocket you £80 more.

Ryan Kenny

23 June 2021 | 8 min read


Inflation, interest rates and government spending – what’s the latest?

George Trefgarne | 23 June 2021

Following the latest G7 meeting, George Trefgarne looks at the latest on inflation, interest rates and government spending, and what they could mean for investors. Read article: Inflation, interest rates and government spending – what’s the latest?.

George Trefgarne

23 June 2021 | 4 min read


What we’ve learnt about money by working in financial services

Hannah Miles | 18 June 2021

Part 1 of our ‘What I Learned’ series – part of our Financially Fearless initiative for women. We share the money tips we’ve learnt by working in financial services that could help other women like us. Read article: What we’ve learnt about money by working in financial services.

Hannah Miles

18 June 2021 | 6 min read


Edinburgh Investment Trust: June 2021 update

David Holder | 18 June 2021

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of the Edinburgh Investment Trust. Read article: Edinburgh Investment Trust: June 2021 update.

David Holder

18 June 2021 | 7 min read


ExxonMobil vs. Engine No.1 – the future of shareholder activism

Nicholas Hyett | 17 June 2021

The vote to elect activist nominated directors to Exxon’s board is a landmark in shareholder activism – but should investors care? Read article: ExxonMobil vs. Engine No.1 – the future of shareholder activism.

Nicholas Hyett

17 June 2021 | 4 min read


Next week on the stock market

Sophie Lund-Yates | 17 June 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

17 June 2021 | 4 min read


Alcohol, cigarettes and annuities – what they could mean for your retirement

Alana Fairfax | 16 June 2021

The amount you drink and smoke could impact the money you get at retirement. Discover how to get your live annuity income quote. Read article: Alcohol, cigarettes and annuities – what they could mean for your retirement.

Alana Fairfax

16 June 2021 | 3 min read


The changing face of the FTSE 100 – what could the future look like?

Sophie Lund Yates | 15 June 2021

We take a look at how the FTSE 100 has changed over time and what the future could look like. Read article: The changing face of the FTSE 100 – what could the future look like?.

Sophie Lund Yates

15 June 2021 | 8 min read


HICL Infrastructure Company: June 2021 update

Josef Licsauer | 15 June 2021

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of HICL Infrastructure Company Read article: HICL Infrastructure Company: June 2021 update.

Josef Licsauer

15 June 2021 | 5 min read


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