Articles, interviews & expert comment
Fidelity European Values – how a focus on dividend growers boosted performance
Kate Marshall | 24 July 2019
Sam Morse is more cautious than a lot of other managers investing in Europe. Find out what this means for the trust and how we expect it to perform. Read article.
Kate Marshall
24 July 2019 | 4 min read
Fidelity European Values – how a focus on dividend growers boosted performance
Kate Marshall | 24 July 2019
Sam Morse is more cautious than a lot of other managers investing in Europe. Find out what this means for the trust and how we expect it to perform. Read article: Fidelity European Values – how a focus on dividend growers boosted performance.
Kate Marshall
24 July 2019 | 4 min read
Polar Capital Technology Trust – another great year
Dominic Rowles | 23 July 2019
Polar Capital Technology Trust recently released its annual results to the end of April 2019. In this update, we look at how the trust's performed and review some of its main investment themes. Read article: Polar Capital Technology Trust – another great year.
Dominic Rowles
23 July 2019 | 3 min read
Wealth 50/150 veterans – vintage investing
Jonathon Curtis | 24 July 2019
We’ve always championed investing for the long-term – we show how it can pay to be patient. Find out about funds that’ve been on the Wealth 50 and the previous Wealth 150 for over a decade. Read article: Wealth 50/150 veterans – vintage investing.
Jonathon Curtis
24 July 2019 | 5 min read
Getting your pensions ready for the big day
Nathan Long | 22 July 2019
Transferring pensions has become a key part of preparing for retirement. We spoke to one of our clients to find out more. Read article: Getting your pensions ready for the big day.
Nathan Long
22 July 2019 | 4 min read
Financial planning in later life
Bruce Pearce | 22 July 2019
We’ve rounded up five key financial planning points that can have an impact during later life. Read article: Financial planning in later life.
Bruce Pearce
22 July 2019 | 4 min read
Johnson, Hunt and your money
Edie Bond | 19 July 2019
We look at what the leadership contest could mean for you. Read article: Johnson, Hunt and your money.
Edie Bond
19 July 2019 | 5 min read
How to capture improving exchange rates
Ryan Kenny | 19 July 2019
Save time and hassle with these two simple services, designed to help you benefit when exchange rates are rising. Read article: How to capture improving exchange rates.
Ryan Kenny
19 July 2019 | 3 min read
Understanding balance sheets
Sophie Lund-Yates | 18 July 2019
A balance sheet is a snapshot of what a company owns, and what it owes, at a certain point in time. Read article: Understanding balance sheets .
Sophie Lund-Yates
18 July 2019 | 5 min read
Perfect is the enemy of the good
Henry Irving | 18 July 2019
Henry Irving explains why this popular phrase, attributed to Voltaire, applies just as much to investing as anything else in life. Read article: Perfect is the enemy of the good.
Henry Irving
18 July 2019 | 4 min read
When it pays to back an active fund manager
Dominic Rowles | 17 July 2019
We look at the case for and against active fund management. Read article: When it pays to back an active fund manager.
Dominic Rowles
17 July 2019
No debt, no problem? – 3 companies with cash on their balance sheets
George Salmon | 17 July 2019
We take a look at companies that own more than they owe. Read article: No debt, no problem? – 3 companies with cash on their balance sheets.
George Salmon
17 July 2019 | 5 min read
Emerging markets of the future - exploring new frontiers
Kate Marshall | 16 July 2019
We look at the difference between emerging and frontier markets Read article: Emerging markets of the future - exploring new frontiers.
Kate Marshall
16 July 2019 | 3 min read
How did BMO Global Smaller Companies do during a tough year for small businesses?
Kate Marshall | 16 July 2019
Is small really beautiful for investors? Find out what helped, and hindered, BMO Global Smaller Companies during the year to 30 April 2019, following the release of its annual results. Read article: How did BMO Global Smaller Companies do during a tough year for small businesses?.
Kate Marshall
16 July 2019 | 3 min read
Don’t drift into this savings trap. Here's how to maximise your cash
Joel Lewis, Savings Manager | 16 July 2019
An easy way to make the most of your cash savings. Read article: Don’t drift into this savings trap. Here's how to maximise your cash.
Joel Lewis, Savings Manager
16 July 2019 | 3 min read
How to fund long term care
Bruce Pearce | 18 November 2019
Long term care costs are expensive, and have been rising steadily year on year. Read article: How to fund long term care.
Bruce Pearce
18 November 2019 | 4 min read
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