Articles, interviews & expert comment
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.
1 September 2020 | 5 min read
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.
28 August 2020 | 4 min read
Mark Dampier | 27 August 2020
How markets and retirement planning have changed. Read article: Lessons from a multi-decade investment career.
27 August 2020 | 5 min read
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.
27 August 2020 | 4 min read
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? .
28 August 2020 | 12 min read
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?.
26 August 2020 | 12 min read
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?.
26 August 2020
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?.
25 August 2020 | 5 min read
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?.
24 August 2020 | 3 min read
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?.
21 August 2020 | 3 min read
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?.
20 August 2020 | 7 min read
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.
20 August 2020 | 6 min read