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Wealth Shortlist

Category: Wealth Shortlist

Bond funds quarterly review – what could be next for bonds?

We look at how different areas of the bond market are performing, share our outlook for the bond market, and look at how some of our Wealth Shortlist funds have fared.

Joseph Hill

17 May 2021 11 min read

Category: Funds

Responsible Investing – two fund ideas to get started

Want to invest responsibly but not sure where to start? Here are two fund ideas to help.

Dominic Rowles

06 Apr 2021 4 min read

Category: Funds

US funds sector review – stimulus, vaccines and the road to recovery

With a $1.9trn stimulus package on the way, 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.

Joseph Hill

24 Mar 2021 7 min read

Category: Wealth Shortlist

Bond funds quarterly review – our outlook for the bond market

We take an in-depth look at how bond markets are coping and share our outlook for the future.

Joseph Hill

24 Feb 2021 11 min read

Category: Funds

US funds sector review – economic support continues to lift markets

With a new $900bn stimulus package now approved, we take a closer look at how the US economy is coping with coronavirus. We also share how US funds are doing, and our outlook for the future.

Joseph Hill

04 Jan 2021 7 min read

Category: Funds

European funds sector review – a mixed performance from the bloc

We look at how European stock markets and economies have fared this year, and share our outlook for 2021.

Kate Marshall

22 Dec 2020 10 min read

Category: Funds

Bond funds quarterly review – future gains unlikely?

We take an in-depth look at how bond markets are coping and share our outlook for the future.

Joseph Hill

30 Nov 2020 10 min read

Category: Funds

UK funds review – another quarter dominated by coronavirus

A look at how the UK economy and stock market is coping, and a review of how our UK-focused Wealth Shortlist picks have performed.

Dominic Rowles

04 Nov 2020 5 min read