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Articles, interviews & expert comment

Witan Investment Trust: May 2021 Update

Henry Ince | 13 May 2021

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Witan Investment Trust. Read article.

Henry Ince

13 May 2021 | 6 min read



Witan Investment Trust: May 2021 Update

Henry Ince | 13 May 2021

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Witan Investment Trust. Read article: Witan Investment Trust: May 2021 Update.

Henry Ince

13 May 2021 | 6 min read


HL client case study – ''why I finally started investing at 39''

Hannah Miles and Samantha Gibson | 11 May 2021

HL client Mrs Fryer explains her journey into the investing world and what helped get her on the right track. Read article: HL client case study – ''why I finally started investing at 39''.

Hannah Miles and Samantha Gibson

11 May 2021 | 5 min read


What does a green oil & gas group look like?

Nicholas Hyett | 13 May 2021

We look at how Shell and BP’s green initiatives match up – and what that means for investors. Read article: What does a green oil & gas group look like?.

Nicholas Hyett

13 May 2021 | 6 min read


Next week on the stock market

Sophie Lund-Yates | 13 May 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

13 May 2021 | 5 min read


Understanding financial statements – balance sheets

Sophie Lund-Yates | 12 May 2021

In the second instalment of our three-part series on how to understand financial statements, we look at how balance sheets work, and why they matter to investors. Read article: Understanding financial statements – balance sheets.

Sophie Lund-Yates

12 May 2021 | 5 min read


Gifting to save inheritance tax – level up your plans

James Atkinson | 12 May 2021

How much do you know about inheritance tax and gifting? Here are a financial adviser’s top tips. Read article: Gifting to save inheritance tax – level up your plans.

James Atkinson

12 May 2021 | 7 min read


Clone firm investment scams – what are they and how to spot them?

Bryony Hayes | 12 May 2021

We take a closer look at the latest spate of investment scams and what you can do to protect your wealth. Read article: Clone firm investment scams – what are they and how to spot them?.

Bryony Hayes

12 May 2021 | 5 min read


Diversification – the investor’s tool we all need to talk about

Nadeem Umar | 10 May 2021

We look at why diversification is an essential tool for investors, and how to use it in your investment portfolio. Read article: Diversification – the investor’s tool we all need to talk about.

Nadeem Umar

10 May 2021 | 4 min read


Mercantile Investment Trust: May 2021 Update

Henry Ince | 11 May 2021

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of Mercantile Investment Trust. Read article: Mercantile Investment Trust: May 2021 Update.

Henry Ince

11 May 2021 | 7 min read


Emergency savings – how much cash should you hold?

Ryan Kenny & Sarah Coles | 7 May 2021

1 in 4 of us don’t hold any savings at all. We take a look at how much cash people should consider holding, and share our views on building your own emergency savings. Read article: Emergency savings – how much cash should you hold?.

Ryan Kenny & Sarah Coles

7 May 2021 | 4 min read


Passive investing – what is it, and how does it work?

Alex Watkins | 7 May 2021

We take a look at where it all started for passive investing and why tracker funds have become more popular with investors. Read article: Passive investing – what is it, and how does it work?.

Alex Watkins

7 May 2021 | 4 min read


Next week on the stock market

Sophie Lund-Yates | 6 May 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

6 May 2021 | 4 min read


Oil & gas shares – why green is the new black

Nicholas Hyett | 6 May 2021

We take a look at how the big oil & gas companies have fared in recent times and why they’ve suddenly opted to go green. Read article: Oil & gas shares – why green is the new black.

Nicholas Hyett

6 May 2021 | 6 min read


Merchants Trust: May 2021 update

David Holder | 6 May 2021

Senior Investment Analyst David Holder shares our analysis on the manager, process, culture, cost and performance of Merchants Trust. Read article: Merchants Trust: May 2021 update.

David Holder

6 May 2021 | 6 min read


Investing essentials – housekeeping after lockdown

Emilia Booth | 4 May 2021

Here are our top tips to help keep on top of your investments as UK lockdowns ease. Read article: Investing essentials – housekeeping after lockdown.

Emilia Booth

4 May 2021 | 6 min read


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