Articles, interviews & expert comment
Tritax research update: September 2021
Nicholas Hyett | 30 September 2021
Tritax share sales raise £300m. Read article.
Nicholas Hyett
30 September 2021 | 6 min read
Tritax research update: September 2021
Nicholas Hyett | 30 September 2021
Tritax share sales raise £300m. Read article: Tritax research update: September 2021.
Nicholas Hyett
30 September 2021 | 6 min read
Price makers vs. price takers – what’s the difference and why it matters
Nicholas Hyett | 30 September 2021
We look at what makes a company a price maker versus a price taker, what makes them successful and why it matters to investors. Read article: Price makers vs. price takers – what’s the difference and why it matters.
Nicholas Hyett
30 September 2021
The ‘size effect’ – the case for investing in smaller companies
Henry Ince | 30 September 2021
We look at what ‘small’ really means, why you could consider them and share two investment ideas. Read article: The ‘size effect’ – the case for investing in smaller companies.
Henry Ince
30 September 2021 | 6 min read
Henderson Smaller Companies Investment Trust: September 2021 update
Henry Ince | 28 September 2021
In this investment trust update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Henderson Smaller Companies Investment Trust. Read article: Henderson Smaller Companies Investment Trust: September 2021 update.
Henry Ince
28 September 2021 | 6 min read
The bull and the bear – breaking down our clients’ top share holdings
Sophie Lund-Yates | 29 September 2021
We take a look at both sides of the coin for some of our top client holdings. Read article: The bull and the bear – breaking down our clients’ top share holdings.
Sophie Lund-Yates
29 September 2021 | 7 min read
Next week on the stock market
Sophie Lund-Yates | 24 September 2021
What to expect from a selection of FTSE 100, FTSE 250 and selected other companies reporting next week. Read article: Next week on the stock market.
Sophie Lund-Yates
24 September 2021 | 3 min read
Bonds, inflation and interest rates – what it all means for investors
Aaron Gibbs | 24 September 2021
Bonds, inflation and interest rates can be confusing topics, we’ve broken down what it all means for investors. Read article: Bonds, inflation and interest rates – what it all means for investors.
Aaron Gibbs
24 September 2021 | 6 min read
US funds sector review – Covid-19 continues to challenge the recovery
Joseph Hill | 24 September 2021
We take a closer look at how different areas of the US stock market have performed, how funds have fared, and share our outlook for the future. Read article: US funds sector review – Covid-19 continues to challenge the recovery.
Joseph Hill
24 September 2021 | 7 min read
Polar Capital Technology Trust: September 2021 update
Josef Licsauer | 24 September 2021
Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of the Polar Capital Technology Trust. Read article: Polar Capital Technology Trust: September 2021 update.
Josef Licsauer
24 September 2021 | 5 min read
How to navigate the upcoming National Insurance and dividend tax rises
Hugh Breach, Financial Adviser | 23 September 2021
We explain what actions you can consider taking to reduce the impact of the upcoming tax hikes. Read article: How to navigate the upcoming National Insurance and dividend tax rises.
Hugh Breach, Financial Adviser
23 September 2021 | 5 min read
Energy price rises – what’s going on and how might investors respond
Nicholas Hyett & George Trefgarne | 22 September 2021
A closer look at the latest on energy markets and how investors might respond. Read article: Energy price rises – what’s going on and how might investors respond.
Nicholas Hyett & George Trefgarne
22 September 2021 | 6 min read
Index funds vs ETFs – what’s the difference and why should you care?
Alex Watkins, Passive Investment Analyst | 22 September 2021
We look at some of the key differences between index funds and exchange traded funds (ETFs). Read article: Index funds vs ETFs – what’s the difference and why should you care? .
Alex Watkins, Passive Investment Analyst
22 September 2021 | 4 min read
Millions fall into the emergency savings gap in retirement
Sarah Coles & Ryan Kenny | 22 September 2021
Here’s why you should keep an emergency fund of cash, how big it should be and where you should keep it. Read article: Millions fall into the emergency savings gap in retirement.
Sarah Coles & Ryan Kenny
22 September 2021 | 3 min read
Finsbury Growth & Income Trust: September 2021 update
Dominic Rowles | 20 September 2021
Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Finsbury Growth & Income Trust. Read article: Finsbury Growth & Income Trust: September 2021 update .
Dominic Rowles
20 September 2021 | 5 min read
The changing face of equity income investing in the UK
David Holder | 20 September 2021
We look at how the UK equity income sector is changing and how our UK equity income Wealth Shortlist funds compare to the wider sector. Read article: The changing face of equity income investing in the UK.
David Holder
20 September 2021 | 7 min read
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