Cookie Policy

We use cookies on our website and have placed these on your computer. By continuing to use our website you consent to this. For more information, including how to change your cookie settings and to disable our non-essential Google Analytics cookies, please refer to our Cookie Policy. If you do not wish to be reminded of this on each visit, please use the close button.

Articles

  • Week in Review: FTSE 100 down on US Fed hike talk

    18 June 2021 - The FTSE 100 traded down on Thursday (17 June) as investors digested US Federal Reserve announcements around interest rates.

    Author:
    MRM
  • Week in Review: FTSE 100 flat as inflation soars in the US

    11 June 2021 - The FTSE 100 traded flat on Thursday (10 June) as investors chewed over higher-than-expected US inflation data.

    Author:
    MRM
  • Week in Review: FTSE 100 declines as travel stocks take a hit

    04 June 2021 - The FTSE 100 finished the day down on Thursday (3 June) as travel firms faced bad news from changes to the UK Government Covid travel green list.

    Author:
    MRM

  • Here’s what you need to know about Deliveroo’s plans to float

    Not many IPOs generate interest beyond the Square Mile but news that takeaway food delivery company Deliveroo plans to list on the London Stock Exchange has attracted widespread coverage. And as millions of people in the UK are regular customers, it is likely that many will have an appetite to own shares in this household name.

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

    Lockdown changed the world, and now ethical investing will too

    Author:
  • Corporate actions and coronavirus – what you need to know

    Corporate actions and coronavirus – what you need to know

    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.

  • Preparing your portfolio for a no-deal Brexit

    A no deal Brexit now appears more likely than ever as the latest round of talk between the UK government and the EU have failed to reach an agreement. Here’s what investors need to consider now.

    Author:
  • 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:
  • Children of the Revolution: the aftermath of lockdown

    The coronavirus pandemic is far from over, but perhaps we have seen the end of the first act; most of the developed world is in ‘lockdown’ after equity markets saw one of their worst ever quarters.

  • 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

  • Quality growth, growing income, discounted price

    A key advantage of the investment trust structure is the opportunity to buy well-regarded funds at discounted prices. Here, we explore one of them in depth…

  • How can investors access the UK's industrial recovery?

    Industrial and construction businesses are seeing activity bounce back after the disruption of 2020, but there are structural factors supporting longer term growth too - by Rory Bateman, Head of Equities and manager of Schroder British Opportunities Trust

  • Brighter outlook for Japanese stocks?

    Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, discusses why he maintains a positive outlook for Japanese stocks.