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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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