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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