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Articles

  • Week in Review: FTSE down after pessimistic Bank of England assessment

    24 September 2021 - The FTSE 100 index was down fractionally on Thursday (23 September) on the back of hawkish comments from the Bank of England, which sees inflation peaking above 4% this year, heightening chances of monetary policy action.

    Author:
    MRM
  • Week in Review: FTSE 100 up marginally as travel stocks soar

    17 September 2021 - The FTSE 100 index of stocks was up marginally on Thursday (16 September) thanks to soaring travel stocks after Ryanair upgraded its growth target for passengers.

    Author:
    MRM
  • Week in Review: FTSE 100 plunges 1% on stumbling economic growth

    10 September 2021 - The FTSE 100 index of stocks fell 1% on Thursday (9 September) on the back of renewed fears of slowing economic growth in the face of supply issues and the delta variant of COVID.

    Author:
    MRM

  • Lockdown changed the world, and now ethical investing will too

    Ethical and environmental considerations in our daily lives have been thrown into sharp relief by the coronavirus crisis

    Author:
  • Investing basics: how to pick the right fund 'share class'

    One of the least concerns a fund investor should have is that of a lack of choice – writes Tabitha James of DIY Investor Magazine

  • Corporate actions – what you need to know

    Corporate actions can be defined as any process initiated by a company for which it either has to inform investors or seek some form of approval. They can be either mandatory, where an investor has no say, or voluntary, where the shareholder has a voice in the matter.

    Author:

  • Lockdown changed the world, and now ethical investing will too

    Lockdown changed the world, and now ethical investing will too

    Author:
  • What is ESG and why does it matter to my investments?

    ESG is an increasingly popular investment approach that takes into account Environmental, Social and Governance factors - not just financial factors - when assessing whether to buy shares in a company.

  • What you need to know about impact investing

    Impact investing (so-called because the stocks and funds on offer have a positive impact on society, or the environment, or both) is fast gaining followers, not just for its morally virtuous stance, but also for its returns.

  • How to prepare your portfolio for a recession

    As the coronavirus crisis begins to recede and the country tries to return to some kind of normality, the very likely prospect of a widespread economic recession now looms.

    Author:
  • Market circuit breakers: everything you need to know

    When extreme losses take hold, so-called “circuit breakers” are triggered, particularly in US indices such as the S&P 500. But what are these circuit breakers, and why are they activated? Stock markets in the USA have circuit breakers to act as a break on ultra-panicky indices. In times such as these they become an increasingly implemented measure to prevent the total collapse of share prices.

    Author:
  • Four tips to protect your portfolio in a bear market

    How to react when markets tumble is something of a million-pound question. But there are things you can do, and lessons to be learned when indices turn red.

    Author:

  • Which region of the world should I invest in – Asia, Emerging Markets or Global?

    It’s important to remember that different geographic areas offer different advantages for investors, and indeed have different risks.

    Author:
  • Which region of the world should I invest in – UK, USA, Europe?

    When you get started with investing, one of the most important considerations is where in the world you want to invest your money. And while there’s no quick answer, different geographic areas of the world offer different advantages, and indeed have different risks, for investors.

    Author:
  • Is it too late to invest in Asia?

    Asia is the one global region set for a massive expansion both in economic and population terms – but have investors missed the boat to benefit from this growth? Despite coronavirus fears, the future still looks bright for investing in Asia.

    Author:

  • When to review your pension

    Review your pension today to get ahead with your retirement planning

    Author:
  • Demystifying the confusion around SIPPs

    The chances are you’ve heard of SIPPs – Self Invested Personal Pensions – and maybe you have a good idea how they work. However, lots of people have either never heard of a SIPP or have been put off opening one because they feel they are too complicated or too time consuming to manage.

    Author:
  • The pensions knowledge gap that could harm your retirement plans

    How much do you have in your pension? Do you even know where all your pensions are? And most importantly of all, are you certain you’ll have enough to live on when you retire?

    Author:

  • Investing Basics: compound interest

    Compound interest is the eighth wonder of the world. He, who understands it, earns it … he who doesn’t … pays it.’ Albert Einstein

  • Investing Basics: Growth or value investing?

    Whatever style an investor adopts, the goal is always to identify and buy an asset in the hope and expectation that its price will increase; whilst the ambition may be simple enough, its achievement may be altogether trickier – how do you judge whether your investments are positioned to get the best possible return? – asks Christian Leeming.

  • Investing basics: Investment Trust sectors

    Investment trusts were once dubbed the ‘best kept secret in the City’; not any more it seems, as investors have embraced the fact that some trusts have consistently increased their dividends over decades, and have done so in the face of enormous headwinds – just one of which is the current COVID-19 pandemic.1 - writes Hannah Barnaby

  • Will the Lifetime ISA be a lifesaver?

    Most of us will be aware that first-time buyers are getting older, with the average now 34-years-old, compared to just 26-years in 1997. As well as whopping deposits to save for, the under 40s also need to put money aside for retirement, which means that there is a financial mountain to climb.

    Author:
    EQi
  • What’s your ISA fit?

    ISAs are a fantastic vehicle for long-term savings thanks to generous tax-saving features. When saving into an ISA you don’t pay any tax on the money in your account, or any income tax on the interest you earn. However, there are a few rules you should be aware of when using them.

    Author:
  • Lifetime ISA: Fast facts

    What does LISA stand for? The Lifetime ISA – it’s new. What’s the big appeal? The government will add a 25% bonus to what you invest, up to £1,000 a year on your maximum £4,000 investable allowance until you are 50. Can anyone open a LISA? No, you must be aged 18–39.

    Author:
    EQi

  • When to review your pension

    Review your pension today to get ahead with your retirement planning

    Author:
  • Demystifying the confusion around SIPPs

    The chances are you’ve heard of SIPPs – Self Invested Personal Pensions – and maybe you have a good idea how they work. However, lots of people have either never heard of a SIPP or have been put off opening one because they feel they are too complicated or too time consuming to manage.

    Author:
  • What age can I retire

    The question “what age can I retire” is probably one of the biggest you’ll ever ask yourself. It is arguably the most fundamental question of any long-term savings plan, as retirement is normally the ultimate goal toward which most of us save.

    Author:

  • What’s your ISA fit?

    ISAs are a fantastic vehicle for long-term savings thanks to generous tax-saving features. When saving into an ISA you don’t pay any tax on the money in your account, or any income tax on the interest you earn. However, there are a few rules you should be aware of when using them.

    Author:
  • What to do with your ISA allowance amidst market uncertainty

    Now that we are in the new tax year how should you respond? Is now the time to take advantage of market-sell offs or is it best to hold fire?

    Author:
  • Five things you should do before the end of the tax year

    With less than one month to go before the tax year ends on 5 April, there is still time to make the most of your tax allowances before you lose them. Here are five simple tax rules you can take advantage of before 5 April to reduce your tax liability and maximise your savings.

  • Sticking to what you know

    Despite the last two months or so being one of the most tumultuous in history for the stock markets, EQi investors are actually feeling fairly confident.

    Author:
    EQi
  • Change to Lifetime ISA withdrawal charge

    To help those whose finances have been affected by the COVID-19 crisis, the government have temporarily reduced the Lifetime ISA withdrawal penalty charge to 20%, between 6 March 2020 and 5 April 2021.

    Author:
    EQi
  • Investors should keep calm as interest rates are cut

    The Bank of England announced an unexpected interest rate cut of 50 basis points down to 0.25 per cent, driven by the effects of the coronavirus epidemic.

    Author:
    EQi

  • Tips for teenagers receiving a CTF windfall

    Thousands of teenagers found themselves cash rich when the first Child Trust Funds (CTF) matured in September.

    Author:
    EQi
  • Five key things to consider when investing in funds

    Funds are an excellent starting point for investors as they can remove the need to research dozens of potential investments.

    Author:
  • Don’t wait for a stock market crash to plan ahead

    Over the past week increased turbulence on global stock markets has led many market commentators to ruminate on the possibility that the decade plus long bull run will soon come to an end.

    Author:
    EQi

  • Finding quality companies in volatile markets

    In a see-saw year for markets, income generation in the Murray Income Trust has held up well

  • A Bold Take on Global Equities

    Global equity investing is usually defined by either a ‘growth’ or ‘value’ approach but there are funds that blend these styles, offering a distinctive global equity investment…

  • Alliance Trust: Looks can be Deceiving

    Top-down portfolio characteristics can obscure the investment characteristics of a trust, particularly when it comes to multi-manager portfolios. Here, we examine how Alliance Trust maintains a high active share while still offering a diversified underlying portfolio…