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Articles, interviews & expert comment

ISA choices – what they say about us

Hannah Duncan | 17 August 2020

More people added money to their ISA in the 2018/19 tax year compared to the year before. Hannah Duncan looks at the potential links between our ISA choices and our salary, location and gender. Read article.

Hannah Duncan

17 August 2020 | 4 min read



ISA choices – what they say about us

Hannah Duncan | 17 August 2020

More people added money to their ISA in the 2018/19 tax year compared to the year before. Hannah Duncan looks at the potential links between our ISA choices and our salary, location and gender. Read article: ISA choices – what they say about us.

Hannah Duncan

17 August 2020 | 4 min read


Should younger people be considering financial advice?

Nick Colman | 17 August 2020

A recent survey showed that younger people wish they’d considered financial advice following COVID-19. We’ve explained how you can get financial advice and how it could help. Read article: Should younger people be considering financial advice?.

Nick Colman

17 August 2020 | 3 min read


Next week on the stock market

Emilie Stevens & Nicholas Hyett | 14 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.

Emilie Stevens & Nicholas Hyett

14 August 2020 | 5 min read


Global stock markets and funds review – what's performed well around the world?

Jonathon Curtis | 14 August 2020

Jonathon Curtis, Investment Analyst, takes an in-depth look at what’s been happening to stock markets around the world and within the popular Global funds sector. Read article: Global stock markets and funds review – what's performed well around the world?.

Jonathon Curtis

14 August 2020 | 5 min read


Investing in healthcare in a post-Covid world

Nicholas Hyett | 13 August 2020

The healthcare industry's on the front line of the coronavirus response, but Nicholas Hyett looks at some longer-term investment options in the sector. Read article: Investing in healthcare in a post-Covid world.

Nicholas Hyett

13 August 2020 | 7 min read


Taking up to 25% tax-free cash from a pension – what you need to know

Isabel McDougall | 13 August 2020

We take a look at what you need to know about taking tax-free cash from a pension, and uncover some of the most common misconceptions. Read article: Taking up to 25% tax-free cash from a pension – what you need to know.

Isabel McDougall

13 August 2020 | 5 min read


Pints and profits? How brewers have fared in lockdown

Sophie Lund-Yates | 12 August 2020

Continuing our life-after-lockdown series, Equity analyst Sophie Lund-Yates looks at how the pandemic has impacted the makers of our favourite alcoholic drinks. Read article: Pints and profits? How brewers have fared in lockdown.

Sophie Lund-Yates

12 August 2020 | 7 min read


Coronavirus – counting the cost to the UK economy

Joseph Hill | 12 August 2020

Investment Analyst Joseph Hill looks at the cost of the coronavirus on the government’s finances and their options for balancing the books in the years ahead. Read article: Coronavirus – counting the cost to the UK economy.

Joseph Hill

12 August 2020


Perpetual Income and Growth Investment Trust announces merger with Murray Income Trust

Emma Wall | 11 August 2020

The board of Perpetual Income and Growth Investment Trust have concluded their search for a new manager. They have agreed to combine assets with Murray Income Trust, which is managed by the UK Equities team at Aberdeen Standard Investments (ASI). Read article: Perpetual Income and Growth Investment Trust announces merger with Murray Income Trust.

Emma Wall

11 August 2020 | 3 min read


Pension freedoms 5 years on – what the coronavirus crisis teaches us

Nadeem Umar | 10 August 2020

Five years on since the introduction of pension freedoms, we look at how the coronavirus crisis has influenced pension withdrawals, and why it might prove the freedom naysayers wrong. Read article: Pension freedoms 5 years on – what the coronavirus crisis teaches us.

Nadeem Umar

10 August 2020 | 5 min read


Inheritance tax – is your area paying the most?

Laura Burridge | 10 August 2020

With over £5.1bn being paid in inheritance tax last year, we look at which areas had the highest IHT bills and give some practical tips to help reduce any future IHT bills. Read article: Inheritance tax – is your area paying the most? .

Laura Burridge

10 August 2020 | 5 min read


Is value investing dead?

Nadeem Umar | 7 August 2020

Value investing has a long history of outperforming the wider stock market, but a decade of poor performance has investors asking questions. Read article: Is value investing dead?.

Nadeem Umar

7 August 2020 | 5 min read


Next week on the stock market

Emilie Stevens | 7 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.

Emilie Stevens

7 August 2020 | 5 min read


Monks Investment Trust: August 2020 update

Jonathon Curtis | 6 August 2020

Investment Analyst Jonathon Curtis shares our analysis on the managers, process, culture, cost and performance of Monks Investment Trust. Read article: Monks Investment Trust: August 2020 update.

Jonathon Curtis

6 August 2020


The race for a vaccine – what it means for investors

Matthew Taylor | 6 August 2020

We look at the race for finding a COVID-19 vaccine, why investing in the race could be risky and what investors could do instead. Read article: The race for a vaccine – what it means for investors.

Matthew Taylor

6 August 2020


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