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Articles, interviews & expert comment

2023 spring budget look ahead – what could we see?

PR Team | 14 March 2023

With Chancellor Jeremy Hunt delivering his first spring budget tomorrow, we share what changes are expected and what we’d like to see. Read article.

PR Team

14 March 2023 | 7 min read



2023 spring budget look ahead – what could we see?

PR Team | 14 March 2023

With Chancellor Jeremy Hunt delivering his first spring budget tomorrow, we share what changes are expected and what we’d like to see. Read article: 2023 spring budget look ahead – what could we see?.

PR Team

14 March 2023 | 7 min read


US funds sector review – will interest rates keep climbing in 2023?

Hal Cook | 14 March 2023

We take a closer look at how different sectors of the US stock market have performed, what’s next for US interest rates and how funds have fared. Read article: US funds sector review – will interest rates keep climbing in 2023?.

Hal Cook

14 March 2023 | 6 min read


Silicon Valley Bank (SVB) collapse – what’s happened and does it matter?

Emma Wall | 13 March 2023

We explain what’s happened with the Silicon Valley Bank collapse and what it could mean for you. Read article: Silicon Valley Bank (SVB) collapse – what’s happened and does it matter?.

Emma Wall

13 March 2023 | 7 min read


How to retire in 2023 – an HL adviser’s guide

Bradley Clark | 13 March 2023

HL Financial Adviser Bradley Clark reveals which retirement questions he gets asked the most and why it’s more important than ever to get the right answers. Read article: How to retire in 2023 – an HL adviser’s guide.

Bradley Clark

13 March 2023 | 5 min read


Next week on the stock market

Aarin Chiekrie | 10 March 2023

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.

Aarin Chiekrie

10 March 2023 | 4 min read


How to invest like Warren Buffett – 3 of his favourite stocks

Matt Britzman | 9 March 2023

We share the key takeaways from Warren Buffett’s recent annual investor letter and take a deep dive into three of his favourite stocks. Read article: How to invest like Warren Buffett – 3 of his favourite stocks.

Matt Britzman

9 March 2023 | 9 min read


Value vs growth investing – 3 investment fund ideas for a portfolio

Josef Licsauer | 9 March 2023

Want to invest in value, growth or a bit of both? Here are 3 fund ideas for each. Read article: Value vs growth investing – 3 investment fund ideas for a portfolio.

Josef Licsauer

9 March 2023 | 4 min read


The investing benefits of board diversity – 2 fund case studies

Melissa Farebrother-Allan and Tara Clee | 8 March 2023

Can board diversity offer investment opportunity? We take a closer look and explore two funds making the most of it. Read article: The investing benefits of board diversity – 2 fund case studies.

Melissa Farebrother-Allan and Tara Clee

8 March 2023 | 6 min read


3 investment trust ideas for a Stocks and Shares ISA

Hal Cook | 8 March 2023

With the end of the tax year (5 April) fast approaching, here are three investment trust ideas that investors could consider for this year’s Stocks and Shares ISA allowance. Read article: 3 investment trust ideas for a Stocks and Shares ISA.

Hal Cook

8 March 2023 | 6 min read


RIT Capital Partners – March 2023 Update

Hal Cook | 8 March 2023

In this investment trust update, Senior Investment Analyst Hal Cook shares our analysis on the manager, process, culture, ESG integration, cost, and performance of RIT Capital Partners plc. Read article: RIT Capital Partners – March 2023 Update.

Hal Cook

8 March 2023 | 8 min read


5 economic indicators to navigate stock markets in 2023

Kathleen Brooks | 7 March 2023

Here are five of the most important economic indicators investors should be using to navigate stock markets in 2023. Read article: 5 economic indicators to navigate stock markets in 2023.

Kathleen Brooks

7 March 2023 | 7 min read


Is now a good time to invest in the stock market?

Charlie Hutchence | 7 March 2023

What does the cost of missing out on the ten best days in the market over 20 years look like? We take a closer look and share why you shouldn’t wait to invest. Read article: Is now a good time to invest in the stock market?.

Charlie Hutchence

7 March 2023 | 4 min read


The 2023 remortgage lottery – who’s most at risk and what you can do

Sarah Coles | 6 March 2023

Losing the remortgage lottery is as bad as an 80% hike in energy bills. Here’s who’s most at risk and what you could do. Read article: The 2023 remortgage lottery – who’s most at risk and what you can do.

Sarah Coles

6 March 2023 | 6 min read


iShares Core FTSE 100 ETF: March 2023 update

Alexander Watkins | 6 March 2023

In this update, Passive Investment Analyst Alex Watkins shares our analysis on the manager, process, culture, ESG Integration, cost and performance of the iShares Core FTSE 100 Exchange Traded Fund (ETF). Read article: iShares Core FTSE 100 ETF: March 2023 update.

Alexander Watkins

6 March 2023 | 6 min read


Premium bond prizes and green bonds – how NS&I sets its rates

Flora Coward and Sarah Coles | 3 March 2023

We caught up with outgoing NS&I Chief Executive Ian Ackerley, on premium bond prizes, why savings rates aren’t topping the best-buy tables, and NS&I’s plan to give more children a head-start with saving. Read article: Premium bond prizes and green bonds – how NS&I sets its rates.

Flora Coward and Sarah Coles

3 March 2023 | 6 min read


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