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Articles, interviews & expert comment

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.

Alana Fairfax

21 May 2021 | 3 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


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


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


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


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


Understanding financial statements – cash flow statements

William Ryder | 20 May 2021

In the last instalment of our three-part series on how to understand financial statements, we look at how cash flow statements work and why they matter to investors. Read article: Understanding financial statements – cash flow statements.

William Ryder

20 May 2021 | 5 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


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


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


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


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


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


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


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


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