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Articles, interviews & expert comment

Smoker annuities

Nathan Long, Senior Pension Analyst | 29 July 2019

Nathan Long takes a look at the effect smoking has on annuity rates. Read article.

Nathan Long, Senior Pension Analyst

29 July 2019 | 2 min read



Smoker annuities

Nathan Long, Senior Pension Analyst | 29 July 2019

Nathan Long takes a look at the effect smoking has on annuity rates. Read article: Smoker annuities.

Nathan Long, Senior Pension Analyst

29 July 2019 | 2 min read


What the Tour de France can teach us about investing

Nadeem Umar | 26 July 2019

As the Tour de France enters its final stages, we look at what the most famous cycling race in the world can teach us about investing. Read article: What the Tour de France can teach us about investing.

Nadeem Umar

26 July 2019 | 6 min read


Three companies with impressive cash conversion

Nicholas Hyett, Equity Analyst | 26 July 2019

Nick Hyett looks at three companies with a strong record for converting profits into cold hard cash. Read article: Three companies with impressive cash conversion.

Nicholas Hyett, Equity Analyst

26 July 2019 | 5 min read


What the new PM could mean for your money

Edie Bond | 25 July 2019

We look at Boris Johnson's proposed policies. Read article: What the new PM could mean for your money.

Edie Bond

25 July 2019 | 6 min read


Banks – a five minute introduction

Nicholas Hyett, Equity Analyst | 25 July 2019

Nicholas Hyett provides a brief introduction to banks ahead of the next round of reporting. Read article: Banks – a five minute introduction .

Nicholas Hyett, Equity Analyst

25 July 2019 | 5 min read


Understanding cash flow statements

George Salmon | 24 July 2019

Revenue is vanity, profits are sanity, but cash is king – or so the saying goes. Read article: Understanding cash flow statements.

George Salmon

24 July 2019 | 5 min read


Investment trusts – marathon managers

Jonathon Curtis | 24 July 2019

Half of all investment trusts that’ve been running for at least 10 years have had the same manager over that time. Read article: Investment trusts – marathon managers.

Jonathon Curtis

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


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