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Articles, interviews & expert comment

Next week on the stock market

Sophie Lund-Yates | 28 August 2020

What to expect from a selection of FTSE 100, FTSE 250 and selected overseas shares reporting next week. Read article.

Sophie Lund-Yates

28 August 2020 | 5 min read



Next week on the stock market

Sophie Lund-Yates | 28 August 2020

What to expect from a selection of FTSE 100, FTSE 250 and selected overseas shares reporting next week. Read article: Next week on the stock market.

Sophie Lund-Yates

28 August 2020 | 5 min read


JPMorgan Emerging Markets Investment Trust: September 2020 update

Kate Marshall | 1 September 2020

Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of JPMorgan Emerging Markets Investment Trust. Read article: JPMorgan Emerging Markets Investment Trust: September 2020 update.

Kate Marshall

1 September 2020 | 5 min read


Financial Adviser's 4 tips to improve your financial decision making

Hugh Breach | 28 August 2020

We all like to think we act purely on logic and balance, but money is an emotive topic. We share a Financial Adviser’s tips on how to look past our emotions and make smart choices. Read article: Financial Adviser's 4 tips to improve your financial decision making.

Hugh Breach

28 August 2020 | 4 min read


Lessons from a multi-decade investment career

Mark Dampier | 27 August 2020

How markets and retirement planning have changed. Read article: Lessons from a multi-decade investment career.

Mark Dampier

27 August 2020 | 5 min read


The coronavirus cash conundrum – a stock picker's guide to dividends

Sophie Lund-Yates | 27 August 2020

Equity Analyst Sophie Lund-Yates explores what coronavirus means for UK dividends, and what income investors should look for. Read article: The coronavirus cash conundrum – a stock picker's guide to dividends.

Sophie Lund-Yates

27 August 2020 | 4 min read


Bond fund quarterly review – has fixed income been a safe space?

Joseph Hill | 28 August 2020

We take an in-depth look at the bond markets and how Wealth Shortlist funds have performed. Read article: Bond fund quarterly review – has fixed income been a safe space? .

Joseph Hill

28 August 2020 | 12 min read


Asian & Emerging Markets review – what's the coronavirus impact?

Kate Marshall | 26 August 2020

In this Asia and emerging markets sector review, we look at how the coronavirus crisis has impacted their economies, how funds have coped, and share our outlook for the future. Read article: Asian & Emerging Markets review – what's the coronavirus impact?.

Kate Marshall

26 August 2020 | 12 min read


How has China dealt with the coronavirus crisis?

Kate Marshall | 26 August 2020

Kate Marshall, Senior Investment Analyst, looks at how China has dealt with the coronavirus crisis, and what it means for investors and companies based there. Read article: How has China dealt with the coronavirus crisis?.

Kate Marshall

26 August 2020


Budget deficit – what could this mean for our taxes?

Hannah Duncan | 25 August 2020

With the Autumn Budget just around the corner, Hannah Duncan looks at the job at hand for Rishi Sunak and what this could mean for our taxes. Read article: Budget deficit – what could this mean for our taxes?.

Hannah Duncan

25 August 2020 | 5 min read


The value of investing versus cash

Nicholas Hyett | 24 August 2020

Nicholas Hyett, Equity Analyst, looks at the value of investing versus holding cash, where you could invest and how to maximise potential returns. Read article: The value of investing versus cash.

Nicholas Hyett

24 August 2020


Next week on the stock market

Sophie Lund-Yates | 21 August 2020

What to expect from a selection of FTSE 100, FTSE 250 and selected overseas shares reporting next week. Read article: Next week on the stock market.

Sophie Lund-Yates

21 August 2020 | 5 min read


Are you set for a golden retirement?

Laura Burridge | 24 August 2020

With around 1.9m pensioners living in poverty, making sure you retire comfortably is more important than ever. Laura Burridge looks at how you can plan for your dream retirement. Read article: Are you set for a golden retirement?.

Laura Burridge

24 August 2020 | 3 min read


Savings accounts – green shoots for savings rates?

Ryan Kenny | 21 August 2020

As some banks begin to improve savings rates, we look at two ways savers can make sure they don’t miss out. Read article: Savings accounts – green shoots for savings rates?.

Ryan Kenny

21 August 2020 | 3 min read


Stock markets and company accounts – remarkable recovery or more pain to come?

Emilie Stevens | 20 August 2020

Stock markets might have recovered but company’s accounts aren’t all so optimistic. We look at some examples and what it could mean for investors. Read article: Stock markets and company accounts – remarkable recovery or more pain to come?.

Emilie Stevens

20 August 2020 | 7 min read


Why you shouldn’t cut your pension contributions to save money

Michelle Branco | 20 August 2020

With the news of a recession, lots of people are looking at ways to cut back and save cash. We look at why cutting your pension contributions shouldn’t be first (or even last) on your list. Read article: Why you shouldn’t cut your pension contributions to save money.

Michelle Branco

20 August 2020 | 6 min read


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