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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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