Articles, interviews & expert comment
Finsbury Growth & Income Trust: September 2021 update
Dominic Rowles | 20 September 2021
Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Finsbury Growth & Income Trust. Read article.
Dominic Rowles
20 September 2021 | 5 min read
Finsbury Growth & Income Trust: September 2021 update
Dominic Rowles | 20 September 2021
Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Finsbury Growth & Income Trust. Read article: Finsbury Growth & Income Trust: September 2021 update .
Dominic Rowles
20 September 2021 | 5 min read
The changing face of equity income investing in the UK
David Holder | 20 September 2021
We look at how the UK equity income sector is changing and how our UK equity income Wealth Shortlist funds compare to the wider sector. Read article: The changing face of equity income investing in the UK.
David Holder
20 September 2021 | 7 min read
HMRC’s self-assessment registration deadline is fast approaching – who needs to file?
Isabel McDougall, Pensions Writer | 21 September 2021
Here’s everything you need to do before 5 October. Read article: HMRC’s self-assessment registration deadline is fast approaching – who needs to file?.
Isabel McDougall, Pensions Writer
21 September 2021 | 3 min read
Why ESG matters to all fund managers
Dominic Rowles, Investment Analyst | 20 September 2021
We look at what ESG is, why fund managers care about it, and focus on two funds where ESG considerations are an important part of the investment process. Read article: Why ESG matters to all fund managers.
Dominic Rowles, Investment Analyst
20 September 2021 | 7 min read
Next week on the stock market
Sophie Lund-Yates, Equity Analyst | 17 September 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, Equity Analyst
17 September 2021 | 3 min read
Inflation deep dive – should your portfolio be inflation ready?
Susannah Streeter | 14 September 2021
While many mainstream economists are only expecting a temporary burst of inflation in the coming months, some think otherwise. We’ve taken a closer look. Read article: Inflation deep dive – should your portfolio be inflation ready?.
Susannah Streeter
14 September 2021 | 7 min read
State Pension triple lock paused – what this means for retirees
Isabel McDougall, Pensions Writer | 16 September 2021
The government confirmed plans to suspend the triple lock rule for one year. We explain how this could impact your State Pension income. Read article: State Pension triple lock paused – what this means for retirees.
Isabel McDougall, Pensions Writer
16 September 2021 | 3 min read
How to use the Wealth Shortlist
Kate Marshall | 14 September 2021
Our Wealth Shortlist is made up of funds that we think have long-term performance potential – here’s how to use it. Read article: How to use the Wealth Shortlist.
Kate Marshall
14 September 2021 | 3 min read
Could you be losing out on a share of £171.4 million by still having a Child Trust Fund?
Edie Bond | 10 September 2021
You or your child could be losing out on your share of £171.4 million by still having a Child Trust Fund. Here’s how to find out if you have a Child Trust Fund and what you can do about it. Read article: Could you be losing out on a share of £171.4 million by still having a Child Trust Fund? .
Edie Bond
10 September 2021 | 4 min read
Investing in active and passive funds – when and how to blend them in a portfolio?
Alex Watkins, Passive Investment Analyst | 1 December 2021
We take a closer look at active and passive fund management and how the two strategies could work together. Read article: Investing in active and passive funds – when and how to blend them in a portfolio?.
Alex Watkins, Passive Investment Analyst
1 December 2021 | 4 min read
Next week on the stock market
Nicholas Hyett | 10 September 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.
Nicholas Hyett
10 September 2021 | 4 min read
How can investors benefit from the retail park renaissance?
Sophie Lund-Yates, Equity Analyst | 9 September 2021
We look at three companies that could stand to benefit from the post-pandemic strength of retail parks. Read article: How can investors benefit from the retail park renaissance? .
Sophie Lund-Yates, Equity Analyst
9 September 2021 | 8 min read
National Insurance and dividend tax rises – what you need to know
Charlie Hutchence, Investment Writer | 9 September 2021
Boris Johnson has announced a rise in National Insurance and dividend tax. We look at what this could mean. Read article: National Insurance and dividend tax rises – what you need to know.
Charlie Hutchence, Investment Writer
9 September 2021 | 4 min read
Could you be squandering your inheritance with caution?
Nick Colman | 7 September 2021
We take a closer look at why playing it safe with inheritance could be a costly mistake. Read article: Could you be squandering your inheritance with caution?.
Nick Colman
7 September 2021 | 5 min read
Crunching the numbers – how HL’s Research team spot talented fund managers
Joseph Hill | 6 September 2021
We take a look at how our Investment Research team use data to select actively-managed funds for the Wealth Shortlist. Read article: Crunching the numbers – how HL’s Research team spot talented fund managers.
Joseph Hill
6 September 2021 | 6 min read
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