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Wealth Shortlist

Category: Funds

Bond fund quarterly review – has fixed income been a safe space?

We take an in-depth look at the bond markets and how Wealth Shortlist funds have performed

Joseph Hill

28 Aug 2020 12 min read

Category: Funds

Asian & Emerging Markets review – what's the coronavirus impact?

In this Asia and emerging markets sector review, we look at how the coronavirus crisis has impacted their economies, how funds have coped, and share our outlook for the future.

Kate Marshall

26 Aug 2020 12 min read

Category: Wealth Shortlist

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

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.

Jonathon Curtis

14 Aug 2020 5 min read

Category: Wealth Shortlist

UK stock market review – a quarter of recovery for some

In the first of our new in-depth quarterly sector reviews for the UK, we look at how the coronavirus crisis has impacted the UK economy, how UK funds have coped, and share our outlook for the future.

Dominic Rowles

04 Aug 2020 5 min read

Category: Funds

Global Equity Income – investment trusts versus funds

Jonathon Curtis, Investment Analyst, compares funds and investment trusts in the increasingly popular Global Equity Income sector.

Jonathon Curtis

13 May 2020 5 min read

Category: Funds

Japan stock market update – how's it handling coronavirus?

Dominic Rowles, Investment Analyst, looks at the impact of coronavirus in Japan, how the stock market has reacted and outlines some important dates for your diary if you invest in Japanese funds.

Dominic Rowles

30 Apr 2020 5 min read

Category: Funds

European stock markets – at the heart of the coronavirus crisis

Investment Analyst, Kate Marshall, looks at how Europe’s economy is being impacted and considers how three active European funds on the Wealth 50 are performing.

Kate Marshall

30 Mar 2020 10 min read

Category: Markets

Fixed income update – volatility in the bond market

Joseph Hill, Investment Analyst, looks at the impact of the coronavirus pandemic on fixed income markets.

Joseph Hill

26 Mar 2020 13 min read