Fund and industry updates

Our researchers

Our research team provides relevant and easy to read articles on topics that you may find interesting as an investor. They visit Fund Providers and attend conferences regularly to keep up to date with market and industry news. Find out more

You can filter the articles for words that are contained anywhere in the title or body of the article by simply typing in the Search Box at the top of the list of articles. You can also filter articles by one of the article categories to focus on an overall area of interest. Browse our articles and please feel free to use our feedback process to let us know what you think.

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Janus Henderson Global Equity Fund Q4 2019 report

Published on 28 Jan 20 by Guest  (59 views)

This update reviews performance against the benchmark over the fourth quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q4 2019 report

Published on 27 Jan 20 by Guest  (45 views)

This update reviews performance against the benchmark over the fourth quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Market review for fourth quarter 2019 and the outlook

Published on 24 Jan 20 by Liz Rees  (731 views)

Markets began the quarter on the front foot as the US and China called a temporary truce to their trade wars. Donald Trump declared that it would produce a much-needed lift to the flagging world economy, investor sentiment warmed and stock markets across the globe rose, rounding off a year of impressive gains. 
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Where next for the oil price?

Published on 23 Jan 20 by Liz Rees  (62 views)

The new decade began with a surge in the oil price, and a corresponding wobble in stock markets, as news broke of the assassination of Iran’s top military commander by US forces. The situation escalated when Iran retaliated, firing rockets at US bases in Iraq and accidentally bringing down a civilian aircraft, and the US imposed additional economic sanctions on Iran.
read more

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Chinese New Year – Is the Year of the White Rat a good time for investors?

Published on 22 Jan 20 by Adrian Lowcock  (9 views)

This year, the 25th January is start of the year of the White Rat according to the Chinese Zodiac. The rat is the first animal in the Zodiac and is seen as a good sign for the Chinese economy. 
read more

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UK retail: is it just another winter’s sale?

Published on 16 Jan 20 by Liz Rees  (78 views)

We seem to hear nothing but tales of woe about trading conditions on the High Street. But what do the all-important Christmas sales figures really tell us about the state of the UK economy and which companies are bucking the trend?
read more

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No more splashing the cash - payments go digital

Published on 09 Jan 20 by Liz Rees  (90 views)

When stocking up over the festive season, the chances are that you paid with a swipe or tap rather than the increasingly outmoded cash or cheque. The rapid growth in digital payments has provided growth opportunities for providers with superior technology and service offerings.
read more

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Fund in focus: BNY Mellon Real Return

Published on 08 Jan 20 by Liz Rees  (390 views)

For cautious investors, prepared to take on some market risk whilst at the same time seeking to protect their capital, the Investment Association (IA) Targeted Absolute Return sector may be of interest. Funds in this sector are managed with the aim of delivering positive returns, in 3 years or less, in any market conditions although this is not guaranteed. This fund takes a multi-asset approach.
read more

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From pessimism to optimism

Published on 02 Jan 20 by Liz Rees  (117 views)

Many of us will have made resolutions to help start the New Year on a positive footing. As families get together to plan their next holiday or perhaps a new home (residential property websites get a surge in views over the Christmas period) it may also be a good time to review your investment portfolio.
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Five New Years Resolutions

Published on 31 Dec 19 by Adrian Lowcock  (15 views)

The New Year is a time to take stock. Think about the reasons you invest, what you are trying to achieve, and what your portfolio should look like.
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Climate Action - investors have a part to play

Published on 20 Dec 19 by Liz Rees  (119 views)

Global stock markets enjoyed a belated Santa rally after the US and China called a halt to their lingering trade spat. At the same time, British investors welcomed the election of a business-friendly Conservative government. Most geopolitical concerns are short-term but one that is set to remain firmly in the spotlight is global warming.
read more

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UK Election result – Conservatives win majority, what does it mean for investors?

Published on 13 Dec 19 by Adrian Lowcock  (34 views)

The pound was the first to react to the indications from the exit polls that the UK was headed for a Conservative victory. We look to see which companies are the immediate winners and losers and what the results mean for investors longer term. 
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Fund in focus: Fidelity Institutional Emerging Markets

Published on 12 Dec 19 by Liz Rees  (338 views)

The International Monetary Fund forecasts that Gross Domestic Product (GDP) in emerging markets will increase by 4.6% in 2020, well above its 3.0% estimate for their developed counterparts. There are political and governance risks associated with some countries in the region, but positive drivers include a growing middle class and a shift from manufacturing to services and technology.
read more

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Beauty in the eye of the shareholder

Published on 12 Dec 19 by Liz Rees  (115 views)

With Christmas festivities around the corner, well-known beauty brands are on many people’s wish lists. This made me wonder what opportunities high-end cosmetics, skin-care and luxury fashion present for investors and which funds might invest in the companies that make them.
read more

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Five Financial Gifts for Christmas

Published on 12 Dec 19 by Adrian Lowcock  (79 views)

With Christmas fast approaching, many parents will be busily trying to fulfil their children’s wish lists to Santa, but parents may want to do something more than simply add to the pile of toys in their children’s’ bedrooms.
read more

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Willis Owen’s outlook for 2020

Published on 10 Dec 19 by Adrian Lowcock  (28 views)

Take a look at Willis Owen’s outlook for 2020
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Christmas Opening Hours - 2019

Published on 09 Dec 19 by Jason Chapman  (24 views)

Follow the link above to view our Christmas opening hours.
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AIM high: the market for growth companies

Published on 06 Dec 19 by Liz Rees  (125 views)

Companies listed on AIM are popular with, though by no means exclusive to, UK Smaller Companies funds. So what's the pros and cons of listing on this alternative market?
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How to give your finances a January detox

Published on 04 Dec 19 by Adrian Lowcock  (25 views)

January is a month when we put aside the excesses of Christmas. Many of us stay at home nursing the damage we have done to our bodies and our bank balances.
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Five New Year’s resolutions for investors

Published on 04 Dec 19 by Adrian Lowcock  (24 views)

Investor behaviour is mostly focused on short term noise which can inhibit or negatively impact their investment decisions.  Adrian Lowcock, Head of Personal Investing at Willis Owen, suggest five rules for investors to live by in the New Year 
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Five funds for 2020

Published on 03 Dec 19 by Adrian Lowcock  (22 views)

Markets have been on a wild ride this year, with gains for some of the world’s leading equity indices and a sharp reversal in bond yields which has seen fixed income investors also enjoy solid returns.
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Five financial gifts for children at Christmas 2019

Published on 03 Dec 19 by Adrian Lowcock  (22 views)

With Christmas fast approaching, many parents will be busily trying to fulfil their children’s wish lists to Santa.
read more

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Willis Owen reveals the best and worst sectors and funds in November 2019

Published on 02 Dec 19 by Adrian Lowcock  (31 views)

Investors return as global growth fears ease: 

  • Biotech the best performer in November
  • Gold equity and Latin American funds both suffer
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Smaller Companies - are the sleeping beauties awakening?

Published on 28 Nov 19 by Liz Rees  (159 views)

Smaller Companies in the UK have had a tough time since the EU referendum. The uncertainty over the outlook for the economy put these more domestically focused business under pressure and also made it hard to plan for the future. However, with polls pointing to a Conservative victory in the General Election, and a possible resolution to the Brexit saga, is it time to revisit the sector?
read more

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Will this year’s General Election spark a Santa Rally

Published on 27 Nov 19 by Adrian Lowcock  (48 views)

  • Since the FTSE 100 was created in 1984 the index has increased by an average of 2.2% during the month of December, excluding dividends
  • The FTSE 100 has only fallen seven times during December in 34 years, including 2014, 2015 and 2018
  • The so-called Santa Rally occurs 79.4% of the time, making it one of the most reliable statistical market trends
  • The last two weeks of the year are statistically the strongest, starting, on average on the 10th trading day of December. 
read more

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Is it best to back winners?

Published on 22 Nov 19 by Liz Rees  (214 views)

Two of the most popular funds on our platform this year have been Fundsmith Equity and Lindsell Train Global Equity. Both have delivered exceptional returns since launch and while the philosophy of their managers is similar, their portfolios have little overlap. Here we take a look under the bonnet at what has driven their outperformance and ask whether they can continue to shine. 
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Fund in focus: BlackRock Gold & General

Published on 20 Nov 19 by Liz Rees  (434 views)

At times of heightened political and economic uncertainty, investors often turn to gold for its well-deserved reputation as a safe haven asset. Whilst the most direct way to obtain exposure is via gold coins or bullion bars this can be an expensive route for individuals. An alternative option, offering some correlation to moves in the gold price, is a fund that invests in gold mining companies.
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Three investment trusts on big discounts for Black Friday

Published on 20 Nov 19 by Adrian Lowcock  (42 views)

Adrian Lowcock, Head of personal investing, Willis Owen shares three investment trusts on big discounts for Black Friday.
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How low can interest rates go?

Published on 15 Nov 19 by Liz Rees  (186 views)

Central banks are again cutting interest rates in an attempt to counter a slowdown in economic activity. The US and the UK have capacity to cut rates further but in other regions, such as the Eurozone and Japan, rates are already in negative territory. A decade on from the financial crisis, with economic growth still lacklustre, there is growing concern that monetary stimulus has run out of steam. Here we look at what alternative policies might be available.
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Microsoft - something old, something new

Published on 07 Nov 19 by Liz Rees  (151 views)

Third quarter results reported by US companies have been closely watched for pointers of how the world economy is faring. Multi-nationals dominate a wide range of industries and rely on global demand. Highly valued companies which disappoint are seeing their share prices harshly punished. However, one company that stands out as a beacon of steady growth is Microsoft. Here we take a look at the broader picture for US corporates as well as what Microsoft seems to be doing well compared to others.
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Fund in focus: Schroder Global Recovery

Published on 06 Nov 19 by Liz Rees  (448 views)

Value investing has proved far less rewarding than a growth style over the past decade. As global economic trends favoured growth and technology companies, the valuation gap relative to cyclical and recovery situations has become wider than ever. There was a resurgence of interest in value in September and, if this should resume, this fund could be well placed to benefit. 
read more

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Invesco European Equity Fund (UK) Q3 2019 review

Published on 01 Nov 19 by Guest  (252 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q3 2019 review

Published on 31 Oct 19 by Guest  (198 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Income Fund (UK) Q3 2019 review

Published on 31 Oct 19 by Guest  (264 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Calculated Risks

Published on 31 Oct 19 by Ian Taunt  (162 views)

Having recently launched a new ‘portfolio risk score’ tool for users of our :review service, I thought I’d take a closer look at investment risk and share with you some of the things we’ve learned about Willis Owen investors.
 
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How Woodford’s downfall can teach us all to be better investors

Published on 25 Oct 19 by Adrian Lowcock  (66 views)

We look at what we can learn from the downfall of Neil Woodford. It might make us better investors and hopefully either avoid similar situations in the future or minimise the impact they have on our finances.
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When the disrupted bite back…

Published on 24 Oct 19 by Liz Rees  (199 views)

We hear all the time about up-and-coming businesses attempting to disrupt the status quo of established companies. It’s all too easy to get sucked into the latest hype but a great idea is no guarantee of success. In fact, recent cases of new entrants losing their way makes me wonder whether we should sometimes stick with the incumbents. 
read more

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Janus Henderson Global Equity Fund Q3 2019 report

Published on 23 Oct 19 by Guest  (329 views)

This update reviews performance against the benchmark over the third quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q3 2019 report

Published on 23 Oct 19 by Guest  (215 views)

This update reviews performance against the benchmark over the third quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Fund in focus: Franklin UK Smaller Companies

Published on 22 Oct 19 by Liz Rees  (386 views)

Smaller companies have under-performed larger ones since the EU referendum. This reflects the fact they are more domestically focused while the outlook for the UK economy has deteriorated. However, as we approach 31st October, a removal of the Brexit deadlock could bring renewed interest in this area of the market. 
read more

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Best performing Junior ISA Funds

Published on 21 Oct 19 by Adrian Lowcock  (64 views)

Junior ISAs turn 8 this November and have become one of the most popular ways to invest for Children. They are fairly easy to understand and flexible enough that once set up anyone can contribute to it. 
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Market commentary for 3rd quarter 2019 and the outlook ahead

Published on 17 Oct 19 by Liz Rees  (776 views)

The quarter began on a note of optimism as trade talks resumed between the US and China. There was no early breakthrough but the first US interest rate cut in 11 years spurred stock markets ahead in July.
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Taking an ‘alternative’ route

Published on 17 Oct 19 by Liz Rees  (199 views)

Diversification is one of the most important factors to take into account when constructing a portfolio. Traditionally, investors split their portfolio between shares and bonds according to their attitude to risk. These days, alternatives are being added to the mix, so what are the options, which are most popular and how accessible are they?
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LF Woodford Equity Income Fund to be wound-up

Published on 15 Oct 19 by Adrian Lowcock  (87 views)

Link Fund Solutions (LFS), the Authorised Corporate Director of the LF Woodford Equity Income fund has taken the decision to close the fund and to wind it up as soon as it is practicable. 
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Good Money Week - Ethical investing has outperformed the market

Published on 11 Oct 19 by Adrian Lowcock  (222 views)

Good Money Week (5th - 11th October) looks to promote sustainable, responsible and ethical investing. It is now in its 12th year and the performance of ethical investment strategies is being taken more seriously than ever.
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Fund in focus: First State Global Listed Infrastructure

Published on 10 Oct 19 by Liz Rees  (425 views)

Investors are increasingly looking to diversify their portfolios beyond the traditional blend of equities and bonds. This has led to the growing popularity of alternative investments. One of these asset classes, which is of particular interest for income seekers, is infrastructure.
read more

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‘Great rotation’ or great businesses?

Published on 09 Oct 19 by Guest  (106 views)

James Thomson, fund manager of Rathbone Global Opportunities fund, explains why he is sticking to a strategy of identifying quality stocks with resilient earnings and low debt.
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Does the winner of the General Election affect markets?

Published on 09 Oct 19 by Adrian Lowcock  (112 views)

  • John Major had best first month in office, since the 1987 General Election
  • Tony Blair had the best first year in office in 1997 and then again in 2005
  • When John Major was prime minister the FTSE 100 returned 126.88%
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Ethical Investing “outperforming non-ethical in US and UK”

Published on 07 Oct 19 by Adrian Lowcock  (101 views)

  • Ethical indices beat their non-ethical peers over 10 years
  • Ethical investments have risen 17% to £20bn in August 2019
  • 3 different approaches to ethical investing
  • Ethical investment ideas
read more

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Should investors fear ‘red’ October

Published on 04 Oct 19 by Adrian Lowcock  (88 views)

  • 7 of the 11 worst one day falls have happened in October
  • On average October is the 5th best month performing month of the year
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No happy holidays for Thomas Cook shareholders

Published on 03 Oct 19 by Liz Rees  (207 views)

The media has been awash with the news that that Thomas Cook, Britain’s oldest travel business, has collapsed. So what went wrong for this well-known British brand?
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Markets Tumble as recession fears grow

Published on 03 Oct 19 by Adrian Lowcock  (44 views)

On Wednesday, the FTSE 100 fell 3.2% following the announcement of weak US manufacturing data on Tuesday evening. Here we explain the cause and what should you do. 
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Willis Owen reveals why you should be bean counting this International Coffee Day

Published on 01 Oct 19 by Adrian Lowcock  (52 views)

The investment platform is encouraging savers and investors to take 1omins on 1st October 2019 to make small incremental changes to their finances 
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Rugby World Cup

Published on 30 Sep 19 by Adrian Lowcock  (149 views)

There are a number of parallels between picking a winning rugby team and building a successful portfolio. As well as finding the best individual performers, it is also vital to pick a combination of youth and experience and to ensure their strengths complement each other.
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How cheap can value get?

Published on 26 Sep 19 by Liz Rees  (223 views)

A persistent theme in stock markets for over a decade has been the under-performance of the value style of investing relative to the growth style. Apart from a brief rally in 2016, investors have kept their feet firmly in the growth camp. For advocates of the value style the exceptional gap is unjustified. So what is behind the aversion to lowly rated companies and are there any reasons for optimism? 
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Fund in focus: Man GLG Japan CoreAlpha

Published on 25 Sep 19 by Liz Rees  (356 views)

Japan is the world’s 3rd largest economy yet, having experienced a long period of stagnation, it has fallen off the radar of many investors. We believe there is a lot to like about Japan including low valuations, exposure to innovative companies and advances in corporate governance. However, it can be a difficult country to get to grips with culturally so we prefer experienced managers with an understanding of local customs.
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Take 10 mins - the time it takes to drink your coffee – to improve your financial future

Published on 25 Sep 19 by Adrian Lowcock  (1,284 views)

1st October is International Coffee Day. In the UK, workers spend an average of 100 hours a year making hot drinks. However, if they took the time, whilst enjoying their coffee, to manage their finances it could be hugely beneficial for their personal wealth.
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2019 Rugby World Cup: Fantasy Fund Manager, who has made the Willis Owen Squad

Published on 23 Sep 19 by Adrian Lowcock  (114 views)

There are a number of parallels between picking a winning rugby team and building a successful portfolio. As well as finding the best individual performers, it is also vital to make sure they have strengths, which complement each other as well as a combination of youth and experience.
read more

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The allure of bonds

Published on 19 Sep 19 by Liz Rees  (206 views)

Over the summer bonds were in vogue, with strong fund inflows as protracted trade disputes hurt global growth. As central banks put interest rate cuts back on the agenda, bond prices rose. Bonds are certainly no longer cheap, and in September have surrendered some of their gains, so do they still warrant a place in a diversified portfolio?
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Fund in focus: Fidelity Global Dividend

Published on 12 Sep 19 by Liz Rees  (619 views)

Healthy dividends can form a reliable part of an investor’s total returns, especially at times of heightened economic uncertainty, Furthermore, a global income fund can provide exposure to countries with differing characteristics to the UK, where the bulk of dividends are concentrated in a few large sectors. This fund strives to unearth the best income opportunities from around the world.
read more

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FTSE Index changes-sign of the times?

Published on 12 Sep 19 by Liz Rees  (261 views)

The latest quarterly review of the FTSE 100 attracted more attention than usual with Marks and Spencer losing its place in the prestigious index. This made me wonder whether the changes provide any interesting insight on trends in the UK economy. Which sectors and companies are on the up and which are not doing so well?
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‘Sell in May’ works for UK shares for second year running but weak pound lifts investments overseas

Published on 09 Sep 19 by Adrian Lowcock  (213 views)

The traditional adage ‘Sell in May and go away, don’t come back until St Leger’s Day’ is on course to come true in the UK this summer for the second year running, according to analysis by Willis Owen, the online investment platform.
read more

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Gilts show their defensive qualities as investors grow concerned over economic growth

Published on 09 Sep 19 by Adrian Lowcock  (138 views)

Index-Linked funds take 7 out of 10 top spots in August
Global Emerging Markets the worst performer
Woodfords’ woes continue as it remains worst performing UK equity fund
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Investing overseas helped UK investors avoid Sell in May adage

Published on 05 Sep 19 by Adrian Lowcock  (207 views)

The adage “Sell in May, go away and come back on St Leger day” is commonly heard amongst investors. Like any good saying there is plenty of logic to it and even some truth in it.
 
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Investors pull £1.2bn out of the UK as Brexit uncertainty and global growth concerns weigh

Published on 05 Sep 19 by Adrian Lowcock  (133 views)

  • Fixed Income was the best-selling asset class with £2.2 billion in net retail sales
  • UK funds experienced net retail outflows of £1.2 billion.
read more

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Dividends: more important than ever?

Published on 29 Aug 19 by Liz Rees  (260 views)

Raising the dividend is seen as an indicator of the confidence a company has in its future performance. As the global economy shows signs of slowing, we examine the findings of the latest Janus Henderson Global Dividend Index (JHGDI) report. What does it tell us about the prospects for company earnings and dividends?
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Fund in focus: ASI UK Ethical Equity fund

Published on 28 Aug 19 by Liz Rees  (400 views)

Public awareness of Environmental, Social and Governance (ESG) issues has increased considerably in recent years, as the potential risks to our planet become more apparent. As a result, more investors are becoming interested in funds which offer socially responsible or sustainability strategies.
read more

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An update on LF Woodford Equity Income fund suspension

Published on 27 Aug 19 by Liz Rees  (67 views)

On Friday 23rd August, Link Fund Solutions Limited -the Authorised Corporate Director of LF Woodford Equity Income fund- issued its monthly review and update. They confirmed that December 2019 remains a realistic time frame to complete the restructuring of the fund and it will remain suspended until then.
read more

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Is a recession looming?

Published on 22 Aug 19 by Liz Rees  (344 views)

The stock market has been changing course as frequently as the weather in the last few weeks. Economic data has been mixed, and sentiment seems to swing on the latest tweet from President Trump. Now economists tell us that the recent inversion of the yield curve may signal a recession is around the corner. So what does this all mean and should we be concerned?
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Addressing risk

Published on 15 Aug 19 by Liz Rees  (285 views)

One of the reasons why Britain is a nation of savers rather than investors is because many people associate the stock market with a danger of losing money. However, there are different types of risk so this week we look at some ways to alleviate risk, and how it can also be rewarding.
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Liquidity in financial markets

Published on 09 Aug 19 by Liz Rees  (272 views)

A suspension of dealing in the widely held Woodford Equity Income fund, and difficulties relating to illiquid assets in two bond funds (GAM and H2O), has drawn attention to the issue of liquidity. The extensive press coverage may prompt investors to question whether other funds could experience similar problems.
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Fund in focus: M&G Corporate Bond

Published on 07 Aug 19 by Liz Rees  (668 views)

Some investors have turned away from bond funds after strong performance by the asset class has left yields at historically low levels. Nevertheless, bonds can still provide a useful source of diversification and reasonable yields can be achieved without taking on excessive risk. Our fund in focus this week is M&G Corporate Bond.
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Janus Henderson European Selected Opportunities Fund Q2 2019 report

Published on 01 Aug 19 by Guest  (287 views)

This update reviews performance against the benchmark over the second quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Janus Henderson Global Equity Fund Q2 2019 report

Published on 01 Aug 19 by Guest  (319 views)

This update reviews performance against the benchmark over the second quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Does Bojo have the mojo to deliver Brexit?

Published on 01 Aug 19 by Liz Rees  (339 views)

Boris Johnson has fulfilled his ambition to be Prime Minister and made sweeping changes to the cabinet. He may not be everyone’s cup of tea but he convincingly won the support of Conservative Party members with his commitment to deliver Brexit by 31st October. 
read more

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Gold Shines whilst Technology continues to perform

Published on 01 Aug 19 by Adrian Lowcock  (212 views)

  • US and Technology rally extends into July
  • Gold funds top performance tables
  • UK Smaller companies disappoint as Brexit Uncertainty weighs
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US economy hits longest phase of expansion in history: should investors be prepared for a downturn?

Published on 01 Aug 19 by Adrian Lowcock  (266 views)

  • US economy grows for 121 month from June 2009
  • Longest period of economic growth for US on record, surpassing the 120-months of growth between March 1991 and March 2001
  • S&P 500 has delivered an annualized average of 16.87% for sterling investors
read more

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Invesco European Equity Fund (UK) Q2 2019 review

Published on 30 Jul 19 by Guest  (345 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Income Fund (UK) Q2 2019 review

Published on 30 Jul 19 by Guest  (365 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q2 2019 review

Published on 30 Jul 19 by Guest  (272 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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LF Woodford Equity Income fund suspension to be extended

Published on 30 Jul 19 by Liz Rees  (104 views)

On Monday 29th July Link Fund Solutions Limited (the Authorised Corporate Director of the fund) issued an update, following its latest review, and has confirmed that the LF Woodford Equity Income fund is likely to be suspended until December.
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Market commentary for 2nd quarter 2019 and the outlook ahead

Published on 25 Jul 19 by Liz Rees  (906 views)

Stock markets built on the gains of the first quarter, but this masks considerable month to month volatility as investors tried to interpret what ongoing political upheaval might mean for economic growth.
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The fossil fuels dilemma

Published on 25 Jul 19 by Liz Rees  (267 views)

Oil & Gas is a large sector in the UK stock market and has been at the forefront of the global warming debate. Whether to embrace, or ditch, some of our biggest companies is a difficult decision for investors so here we weigh up the arguments for and against including fossil fuels in a portfolio.
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Fund in focus: Invesco Asian

Published on 23 Jul 19 by Liz Rees  (567 views)

Asia is a diverse region with countries at varying stages of development. Over the last 20 years, China's weighting in the MSCI AC Asia ex Japan Index has increased from under 1% to around 37% today. We often hear about the exciting growth prospects but Invesco Asian is a fund that puts valuation to the fore.
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An update on the Inheritance Tax review

Published on 18 Jul 19 by Liz Rees  (257 views)

The Office for Tax Simplification (OTS) was asked to conduct a review of the complex and poorly understood Inheritance Tax (IHT) regime and invited both professionals and the public to submit their views.
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What’s driving the automotive sector?

Published on 11 Jul 19 by Liz Rees  (277 views)

If you’ve purchased a new car in the past year you’re one of a diminishing number doing so. The UK has been particularly hard hit but the downturn in sales is worldwide. So, is the disappointing run of data a temporary aberration or a more worrying long-term trend?
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Fund in focus: Artemis US Select

Published on 10 Jul 19 by Liz Rees  (602 views)

The US stock market is the biggest in the world, accounting for more than half of global equities by value. However, UK investors are notorious for their low exposure the region, perhaps deterred by the high valuations and relatively low yields. One fund that digs deep to uncover interesting opportunities is Artemis US Select.
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The United States of America - land of investment opportunity?

Published on 04 Jul 19 by Liz Rees  (321 views)

Donald Trump swept to power in 2016 with a promise to ‘Make America Great Again’, yet its stock market has been rewarding investors for many years. However, faced with the rise of Asian economies, and China challenging for global supremacy, will the country stand its ground and continue to thrive?
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Foxes and hedgehogs

Published on 02 Jul 19 by Guest  (158 views)

They strive each day to completely understand their discipline, so why does their labour only make expert forecasters more inaccurate? Rathbones Income Fund manager Carl Stick looks at why specialists can fail at the future and what they can do about it.
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LF Woodford Equity Income fund extends suspension period

Published on 02 Jul 19 by Liz Rees  (97 views)

On Monday 1st July Link Fund Solutions Limited (the Authorised Corporate Director of the fund) announced that, following a formal review, the fund will remain suspended.
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A third of retail investors have changed their portfolio in the last 12 months due to social media

Published on 01 Jul 19 by Adrian Lowcock  (205 views)

New research from Willis Owen reveals 34% of UK retail investors have made at least one change to their investments over the past 12 months as a result of announcements made via social media channels. Some 9% claim to have made at least five investment changes because of this, and 2% have made more than 10.
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US tech and small cap the winners while Woodford wilts

Published on 01 Jul 19 by Adrian Lowcock  (180 views)

  • US and Technology continue to lead in first half of 2019
  • Omnis Income and growth (formerly managed by Woodford) and WEIF the worst performing equity funds
  • Top ten performing funds are a mix of US, European and Russian equity portfolios
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Millennials-shaping the future

Published on 27 Jun 19 by Liz Rees  (281 views)

Whilst the spending power of today may lie with the baby boomers, the successful companies of tomorrow will be those that can satisfy the very different demands of the millennial consumer.
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Equity income is a get rich slowly approach to investing

Published on 27 Jun 19 by Adrian Lowcock  (182 views)

Equity Income funds, investing in companies which pay out a large part of their profits in dividends to their shareholders, have been in the spotlight for all the wrong reasons recently with the suspension of the Woodford Equity Income Fund.
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Fund in focus: Fundsmith Equity

Published on 26 Jun 19 by Liz Rees  (917 views)

Fundsmith Equity aims to produce capital growth from a concentrated portfolio of companies, typically well-known names with a global reach and which are listed in developed markets
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Woodford the worst since Brexit vote as UK investors miss out by “backing Britain”

Published on 21 Jun 19 by Adrian Lowcock  (294 views)

UK investors who have stuck rigidly to the UK since Britain voted to Brexit could have doubled their money by investing overseas, with equity funds focused on the UK – including Neil Woodford’s equity income offering – lagging far behind peers, according to research from Willis Owen.
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Clash of the tax-efficient titans

Published on 20 Jun 19 by Adrian Lowcock  (159 views)

Recent relaxations in pension rules mean that there are more similarities than ever between ISAs and pensions. So, which is right for you? We place the two titans of the UK savings landscape head to head. 
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From little acorns grow giant oaks

Published on 20 Jun 19 by Liz Rees  (334 views)

The concept of compounding is one of the most important principles for investors to get to grips with. This is because it demonstrates how starting your investment journey as early as possible, even with small regular contributions, can have a significant impact on your future wealth.
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Equity Income funds: don’t throw the baby out with the bath water

Published on 19 Jun 19 by Adrian Lowcock  (311 views)

  • Top Ten Equity Income funds for income
  • Top Ten Equity Income funds for total return (growth & Income)
  • Five key characteristics of Equity Income funds
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Research reveals extent of gender pension split

Published on 18 Jun 19 by Adrian Lowcock  (223 views)

  • 41% of women without a pension plan have no intention to start saving into one
  • 17% of people who are not saving into a pension plan don’t ever expect to stop working
  • 35% of people claim to have stopped paying into a pension plan over the past 12 months
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The lessons from the downfall of Neil Woodford

Published on 14 Jun 19 by Adrian Lowcock  (408 views)

Last week, late on Monday evening Neil Woodford’s flagship fund, the LF Woodford Equity Income fund, was suspended with immediate effect.  This week we look at the lessons we all need to learn from the events that led to this sorry situation and to consider what to look out for when choosing a fund. 
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A message from Neil Woodford

Published on 13 Jun 19 by Guest  (624 views)

Neil Woodford explains his position on the Equity Income fund suspension.
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Fund in focus: Merian UK Mid Cap

Published on 12 Jun 19 by Liz Rees  (720 views)

The Merian UK Mid Cap fund aims to grow capital from a concentrated portfolio of 40-60 companies, of which around 75% will be from the FTSE 250 (excluding Investment Trusts) index.
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Who wants to live forever?

Published on 07 Jun 19 by Liz Rees  (474 views)

Ageing populations are producing some of the biggest social and economic upheaval of modern times. Advances in medicines and healthcare, along with rising standards of living and relative peace, have contributed to longer and healthier lives.
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Latest Investment Association statistics reveal even ISA season cannot reverse outflows from the UK

Published on 06 Jun 19 by Adrian Lowcock  (213 views)

  • Net retail sales rose to £2bn for first time since April 2018
  • UK continues to remain unloved as Brexit drags on
  • Global equities remain top selling sector of 3rd consecutive month with £971m of sales
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LF Woodford Equity Income fund suspension of dealing

Published on 04 Jun 19 by Liz Rees  (232 views)

On Monday 3rd June 2019 Woodford Investment Management Limited announced that it would be suspending dealing in units in the LF Woodford Equity Income fund, with immediate effect and until further notice.
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Willis Owen shares the best and worst-performing sectors and funds in May 2019

Published on 03 Jun 19 by Adrian Lowcock  (242 views)

  • UK index-linked gilts shine in May as investors turn cautious
  • Seven out of 10 top-performing funds are Government bond funds
  • China and Technology are worst-performing sectors as fortunes are reversed
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The dogs fight back: the 2018 worst-performing UK funds with the biggest rebound revealed

Published on 03 Jun 19 by Adrian Lowcock  (241 views)

  • Eight of the worst-performing UK funds of 2018 recovered by up to 19% this year1
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What’s driving dividends?

Published on 30 May 19 by Liz Rees  (345 views)

For investors who depend on an income from their investments, the stability of dividends is important. The Janus Henderson Global Dividend Index (JHGDI) report, covering the first three months of 2019, highlights the latest trends.
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Pension planning through the ages

Published on 24 May 19 by Ian Taunt  (245 views)

Retirement planning is something we should all think about throughout our working lives. A little time invested can really pay off in the long term.
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Fund in focus: BlackRock European Dynamic

Published on 22 May 19 by Liz Rees  (656 views)

Alister Hibbert has managed this fund since 2008 and this year he has been joined by co-manager Giles Rothbarth. The pair take a flexible approach and investigate opportunities across the whole market, moving between different investment styles as appropriate.
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Investing for 10 years generated a positive return 98% of the time

Published on 21 May 19 by Adrian Lowcock  (341 views)

  • The FTSE 100 has given an average total return of 139.36% over 10-year periods
  • Three tips to becoming a long term investor include staying calm, remembering goals and adopting contrarian approach
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Europe-will the tortoise become a hare?

Published on 17 May 19 by Liz Rees  (343 views)

European stock markets have been out of favour for some time; growth is lacklustre, shares are not outstandingly cheap and political uncertainty abounds.
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The global warming debate heats up

Published on 10 May 19 by Liz Rees  (330 views)

Recent demonstrations in London by climate change activist group Extinction Rebellion have served to highlight the risks of global warming.
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The UK housing market - booming or broken?

Published on 02 May 19 by Liz Rees  (436 views)

Home ownership is something the British, in contrast to much of Europe, passionately aspire to and house prices are always a popular topic of conversation.
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Invesco European Equity Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 01 May 19 by Guest  (501 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Fund in focus: Woodford Equity Income

Published on 01 May 19 by Liz Rees  (1,287 views)

Neil Woodford is well known for his contrarian investment style, focusing on companies which are out of favour and trading on low valuations.
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UK adults would invest £35bn more a year if investment products were more transparent

Published on 01 May 19 by Adrian Lowcock  (326 views)

  • Welsh adults are most deterred from investing by lack of clarity from investment management industry1
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Invesco Income Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 29 Apr 19 by Guest  (527 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q1 2019 review – Consumer-focused factsheet

Published on 27 Apr 19 by Guest  (541 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Investors full of the joys of spring

Published on 25 Apr 19 by Liz Rees  (435 views)

Despite entering 2019 shrouded by an uncertain prognosis for the global economy, stock markets have actually been leaping ahead as investors regain confidence.
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Sell in May adage makes no sense for investors, Willis Owen says

Published on 25 Apr 19 by Adrian Lowcock  (233 views)

  • Analysis shows staying invested and reaping dividend rewards enhanced returns by 40% over last 33 summers
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Janus Henderson Global Equity Fund Q1 2019 report

Published on 24 Apr 19 by Guest  (481 views)

This update reviews performance against the benchmark over first quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
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Janus Henderson European Selected Opportunities Fund Q1 2019 report

Published on 24 Apr 19 by Guest  (382 views)

This update reviews performance against the benchmark over first quarter of 2019, focusing on the main contributors to performance, any changes that have been made to the portfolio and an assessment of the outlook.
read more

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Fundsmith Equity is best-selling in closing stage of the ISA season

Published on 17 Apr 19 by Adrian Lowcock  (303 views)

Fundsmith Equity was the biggest selling fund on the Willis Owen investment platform in the last month of the 2018/19 ISA season1
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Research reveals outperforming fund managers have seen their stars fade in new roles

Published on 15 Apr 19 by Adrian Lowcock  (232 views)

New analysis by Willis Owen reveals how star fund managers can underperform when they move into new roles. 
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MAPS to guide you: the new Money and Pensions Service

Published on 11 Apr 19 by Liz Rees  (436 views)

As the burden of planning for the future, particularly in the case of retirement, falls increasingly on individuals, the government is overhauling its own free financial guidance services.
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Market commentary for 1st quarter 2019 and the outlook ahead

Published on 11 Apr 19 by Liz Rees  (1,976 views)

At the start of the year, safe haven assets, such as government bonds, were still in demand as investors weighed up the risks of an extended global economic slowdown. However, early dips in stock markets proved short-lived as bargain hunters emerged and January finished on the front foot.
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Safety first for the cautious investor

Published on 05 Apr 19 by Liz Rees  (572 views)

The current era of low interest rates means it is nearly impossible to find a single asset class that can preserve your capital at all times.
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Early bird investors do catch the worm, Willis Owen research reveals

Published on 01 Apr 19 by Adrian Lowcock  (246 views)

Willis Owen’s analysis of the FTSE 100 and the FTSE All Share since ISAs were launched 20 years ago on 6th April 1999 shows that investors who were quick to invest received a better return than those who left it until the last minute or saved regularly each month. 
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Following the stars

Published on 29 Mar 19 by Liz Rees  (454 views)

The media loves to promote the cult of the ‘star manager’ but is it a worthy label or a burden that becomes impossible to live up to?
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How to take control (of your finances) in uncertain times

Published on 25 Mar 19 by Adrian Lowcock  (258 views)

It is easy to think that we are living in exceptional times with chaos in Westminster over Brexit and a controversial US President doing things very differently
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Where in the world for your ISA

Published on 22 Mar 19 by Liz Rees  (725 views)

If you've decided to contribute to your ISA before the end of the tax year, the important next step is to think about where to put your hard-earned money to work.
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Analysis by Willis Owen reveals actively-managed funds significantly outperform passives

Published on 21 Mar 19 by Adrian Lowcock  (874 views)

Analysis shows only two index funds rank in top 50 performers over three and five years
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Ocado-delivering to order

Published on 15 Mar 19 by Liz Rees  (600 views)

Ocado is a UK based technology company, set up to take advantage of the huge potential for home delivery of food. The brainwave of three investment bankers, it is now a fully operational business with significant revenues.
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Willis Owen welcomes exit fee ban

Published on 14 Mar 19 by Adrian Lowcock  (401 views)

Exit fees have been an ongoing problem for investors, trapping them in services they no longer want or need.
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2019 Spring Statement in brief

Published on 13 Mar 19 by Liz Rees  (225 views)

Chancellor Philip Hammond delivered his Spring Statement to Parliament today. 
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If it’s too good to be true…how to spot a scam

Published on 12 Mar 19 by Adrian Lowcock  (450 views)

Over the weekend there were a number of articles in the mainstream press highlighting a financial scam involving a company called London Capital & Finance.
 
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Putting your faith in Investment Trusts

Published on 07 Mar 19 by Liz Rees  (452 views)

Investment Trusts, also known as investment companies, do not generate as much publicity as the larger universe of funds, made up of OEICs and Unit Trusts, yet there are over 400 to choose from with assets of around £185bn. 
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Willis Owen shares the best and worst-performing sectors and funds in February 2019

Published on 01 Mar 19 by Adrian Lowcock  (635 views)

  • US Smaller Companies continue to lead rally for second month in a row having been worst performer in December
  • Brazilian and Latin American funds drop into worst-performing funds having been best performers in January
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Food for thought

Published on 27 Feb 19 by Liz Rees  (1,630 views)

Food and beverages are the staples of life, but should they also be a core ingredient in our portfolios? At first glance they might seem the ultimate defensive investment, after all everyone has to eat.
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UK smaller companies, global and emerging markets offer great JISA potential

Published on 22 Feb 19 by Adrian Lowcock  (496 views)

The strong long-term prospects for the UK Smaller Companies, Global and Emerging Market equity sectors make them attractive themes for investment in junior individual savings accounts (JISAs), according to Willis Owen, the online investment service provider.
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Is gold set to shine?

Published on 21 Feb 19 by Liz Rees  (584 views)

Gold is a unique asset. Once extracted from the ground, it is not consumed like most commodities so lasts forever, albeit in small and finite supply.
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ISA investors in UK stocks could have made £162,349 return over last 20 years, Willis Owen says

Published on 21 Feb 19 by Adrian Lowcock  (677 views)

  • Best-performing ISA fund has made 2,448% return
  • China/Greater China sector has delivered 771.8%
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Investors need to look beyond the Brexit when looking at the UK

Published on 20 Feb 19 by Adrian Lowcock  (340 views)

Brexit has been weighing on the UK since the EU Referendum in 2016. The vote that day has had an impact on the economy and investors alike.
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A new dawn for Japan?

Published on 14 Feb 19 by Liz Rees  (474 views)

Japan has a history of false dawns for investors. Following a ‘tech style bubble’ in the 1980s, the Nikkei index reached nearly 40,000 before a crash took place. 
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ISA ideas 2019

Published on 13 Feb 19 by Adrian Lowcock  (353 views)

The UK, Japan and emerging markets are three attractive themes for investors to consider in the current ISA season, according to Adrian Lowcock, Head of Personal Investing at Willis Owen, the online investment service provider.
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Research reveals star fund managers really do make a difference

Published on 11 Feb 19 by Adrian Lowcock  (438 views)

Willis Owen analysis1 of 15 investment funds who had star fund managers leave at some stage between 2013 and 2017 reveals the level of out-performance dropped dramatically after their departure.
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A novel strategy for income

Published on 08 Feb 19 by Liz Rees  (502 views)

A growing number of investors are looking for a high income from their investments, without taking excessive risk. It is still possible to obtain decent levels of income, but you may need to cast your net more widely.
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Latest IA statistics reveal a slump in fund sales as investors avoid volatile and risky markets.

Published on 07 Feb 19 by Adrian Lowcock  (446 views)

  • Net retail sales plummet to £17bn in 2018, compared to £48bn in 2017
  • Brexit concerns lead to £4.8bn net outflows in 2018
  • Global equities were most popular in 2018
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ISA investors defy Brexit uncertainty to buy British in January, Willis Owen data reveals

Published on 06 Feb 19 by Adrian Lowcock  (555 views)

With the ISA season now underway, UK assets featured strongly in the best-selling funds and sectors on the Willis Owen platform in January.
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Willis Owen shares the best and worst-performing sectors and funds in January 2019

Published on 01 Feb 19 by Adrian Lowcock  (1,272 views)

  • Indian equity funds take all 10 spots in worst-performing list 
  • US Smaller Companies led an equity rebound in January, having been worst performer in December
  • Brazilian and Latin American funds take half the best performing slots
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Change is all around

Published on 30 Jan 19 by Liz Rees  (403 views)

The FTSE 100 index, which measures performance of Britain’s leading blue chip companies, celebrates 35 years since its launch this month. I wondered what it might tell us about the type of companies that stand the test of time.
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Invesco European Equity Fund (UK) Q4 2018 review – Consumer-focused factsheet

Published on 29 Jan 19 by Guest  (813 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Janus Henderson European Selected Opportunities Fund Q4 2018 report

Published on 24 Jan 19 by Guest  (496 views)

This review outlines performance vs benchmark over the last 5 years, focusing on the contributors to performance in the fourth quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson Global Equity Fund Q4 2018 report

Published on 24 Jan 19 by Guest  (652 views)

This update reviews performance against the benchmark over the last 5 years, focusing on contributors to performance in the fourth quarter, changes that have been made and an assessment of the outlook.
read more

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Returns with sound foundations

Published on 24 Jan 19 by Liz Rees  (452 views)

Commercial property is often overlooked by investors, perhaps because they feel they have enough exposure to the asset class through home ownership and in some cases, buy to let as well.
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Market commentary for Q4 2018 and the outlook ahead

Published on 23 Jan 19 by Liz Rees  (2,208 views)

The final quarter of 2018 was a volatile period for markets. In October there were steep falls around the world with Asia hardest hit. This reflected growing unease about trade disputes between the US and China, with neighbouring countries caught in the crossfire.
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Invesco Income Fund (UK) Q4 2018 review – Consumer-focused factsheet

Published on 23 Jan 19 by Guest  (755 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco High Income Fund (UK) Q4 2018 review – Consumer-focused factsheet

Published on 23 Jan 19 by Guest  (762 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Who dares wins?

Published on 16 Jan 19 by Liz Rees  (712 views)

Bouts of volatility, or short-term swings in share prices, are associated with heightened levels of risk yet they can also present opportunities for bold investors.
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Financial advice gap set to get worse as more IFAs look to leave the industry

Published on 14 Jan 19 by Adrian Lowcock  (571 views)

New research(1) from Willis Owen, the leading UK online investment platform, reveals that 17% of IFAs and wealth managers are looking to leave the industry over the next three years
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Sour tasting Apple

Published on 09 Jan 19 by Liz Rees  (397 views)

An unexpected warning from Apple that first quarter revenues would be below expectations sent ripples through global stock markets last week.
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Give your finances a January Detox

Published on 07 Jan 19 by Adrian Lowcock  (573 views)

Adrian Lowcock, Head of Personal Investing, Willis Owen offers seven tips for detoxing your finances this January
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Retail investors complain of lack of clarity from the investment management industry

Published on 04 Jan 19 by Adrian Lowcock  (556 views)

Retail investors complain of lack of clarity from the investment management industry 
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Financial resolutions for the New Year?

Published on 03 Jan 19 by Liz Rees  (757 views)

The Christmas and New Year break is often a time when we reflect on the year gone by and resolve to make changes to improve our lifestyles and wellbeing. You probably associate wellbeing with your physical or mental health but it is a term increasingly being used to describe our financial health as well.
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Willis Owen shares the best and worst-performing sectors and funds in December 2018

Published on 03 Jan 19 by Adrian Lowcock  (490 views)

  • Gold funds offer investor protection in a disappointing December
  • Gilts and bonds account for seven of the 10 best-performing sectors
  • US Smaller companies takes “honours” for worst performing sector in December
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The valuable assets you can’t see, feel or touch

Published on 19 Dec 18 by Liz Rees  (772 views)

When asked what we would like for Christmas, many of us preface our requests with a brand name: Chanel perfume, a Burberry scarf, a Mulberry Handbag, Nike trainers, a Nintendo games console and the list goes on.
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Five financial gifts for children at Christmas

Published on 17 Dec 18 by Adrian Lowcock  (533 views)

“Every Christmas, we add to the pile of toys in our children’s bedrooms and whilst it is great to see their excitement on Christmas Day, sadly the novelty soon wears off.  A financial gift is unlikely to have the same response on the day but unlike other presents, these are gifts that are likely to be more enduring and could be worth much more in the future.”
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No drought in dividends

Published on 13 Dec 18 by Liz Rees  (363 views)

When markets go through a period of heightened volatility, as we are seeing at present, one source of comfort is receiving a reliable stream of income from your investments.
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Christmas Opening Hours - 2018

Published on 12 Dec 18 by Jason Chapman  (330 views)

Follow the link above to view our Christmas opening hours.
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Willis Owen shares the best and worst-performing sectors and funds in 2018

Published on 10 Dec 18 by Adrian Lowcock  (763 views)

  • Technology stocks drive markets in 2018
  • Half of the worst performing funds are gold funds
  • European smaller companies tops the list as worst performing sector.
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Is Santa Claus coming to town?

Published on 05 Dec 18 by Liz Rees  (531 views)

As we move into December, thoughts may be turning to Christmas festivities. Yet after a turbulent autumn for stock markets, investors will no doubt be hoping for a traditional ‘Santa Claus rally’ to lift their spirits.
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Willis Owen says ‘Brexit hysteria’ means UK equities are undervalued

Published on 05 Dec 18 by Adrian Lowcock  (746 views)

Willis Owen believes concerns around Brexit mean that from a long-term perspective, UK equities are undervalued.  
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A healthy correction

Published on 04 Dec 18 by Guest  (423 views)

Against the backdrop of recent fluctuations in stock markets, Dan Nickols, who leads the Merian Global Investors UK small- and mid-cap team, explains why positioning in the UK  team’s portfolios remains largely unchanged.
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One in five JISA accounts to top £40,000

Published on 04 Dec 18 by Adrian Lowcock  (794 views)

New research(1) amongst people saving or investing into Junior ISAs (JISAs), reveals 19% expect the funds to be worth over £40,000 by the time the children they have been opened for reach 18. 
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Japan and Emerging Market equities offer best value for 2019, says Willis Owen

Published on 30 Nov 18 by Adrian Lowcock  (557 views)

Japan and Emerging Markets (EMs) offer equity investors the best value for 2019, while UK shares are also cheap for those prepared to ride out the Brexit storm, according to Willis Owen, the leading online investment platform.
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Investing in retirement – time to think differently?

Published on 29 Nov 18 by Ian Taunt  (497 views)

Following the introduction of ‘Pension Freedoms’ in 2015, the Financial Conduct Authority (FCA), has been keeping a close eye on consumer’s behaviour as they adjust to the reforms. 
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Willis Owen shares three investment trusts on big discounts for Black Friday

Published on 23 Nov 18 by Adrian Lowcock  (561 views)

Real Estate has been one of the hardest hit following Westminster’s damning response to Theresa May’s Brexit agreement.
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The Santa Rally is unlikely to bring investors joy this year

Published on 23 Nov 18 by Adrian Lowcock  (554 views)

Financial markets have many sayings and trends. Investors are always looking for patterns in all the market and economic data to gain a competitive advantage and boost their investment returns.
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How active is your Fund Manager?

Published on 22 Nov 18 by Liz Rees  (696 views)

When market conditions become more challenging, the skills of an active fund manager can come into their own. Put simply, an active approach introduces a subjective element, such as in-depth research and forecasting, to uncover winners and losers.
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Black Friday – How to invest for the online retail revolution

Published on 16 Nov 18 by Adrian Lowcock  (732 views)

Black friday has firmly established itself in the retail calendar both in the UK and the US. Whilst some fear its arrival others are eager to grab big bargains that may be on offer. 
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Who’s afraid of the big bad wolf?

Published on 14 Nov 18 by Liz Rees  (669 views)

The wolf I refer to is Amazon, the US tech giant that seems to be behind the downfall of many traditional retailers.
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Nearly half of UK JISA investors are saving for higher education

Published on 14 Nov 18 by Adrian Lowcock  (643 views)

Almost half (47%) of those saving into a JISA for a child or relative hope the money will go towards paying for university or higher education, a new survey from Willis Owen reveals. 
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80% of JISA investors keep kids and young adults ‘in the dark’ over savings

Published on 14 Nov 18 by Adrian Lowcock  (1,984 views)

Over four in five (82%) parents and relatives have been investing in JISAs for children or young relatives since they were less than five years of age. However, 80% plan to wait until their recipients are 16 or over before telling them they have money invested, a new survey(1)  by Willis Owen reveals. 
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Price is what you pay, value is what you get

Published on 08 Nov 18 by Liz Rees  (401 views)

The above is the philosophy of legendary investor Warren Buffett, aka the Sage of Omaha. His investing success, based on adoption of the value style of investing, has made him the third wealthiest man in the world.
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Impact investing shouldn’t be confused with philanthropy — it must earn a good return as well.

Published on 06 Nov 18 by Guest  (1,216 views)

This year’s World Economic Forum was dedicated to “creating a shared future in a fractured world” and those of us in the investment community had some important insights to offer – particularly regarding the benefits of impact investing.
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Deal or no deal?

Published on 01 Nov 18 by Liz Rees  (686 views)

The Brexit clock may be ticking painfully slowly but is it time for investors to reconsider the case for UK equities?
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2018 Post Budget Round Up

Published on 30 Oct 18 by Liz Rees  (1,811 views)

We've outlined some key details and summarised yesterday's Budget, to help you separate the wheat from the chaff.
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Willis Owen provides reaction to the 2018 Budget and explains the impact for savers and investors

Published on 29 Oct 18 by Adrian Lowcock  (547 views)

In their manifesto, the Tories pledged to increase the income tax personal allowance to £12,500 by and the point at which individuals start paying higher rate income tax to £50,000 by 2020/21. 
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Invesco Income Fund (UK) Q3 2018 review

Published on 26 Oct 18 by Guest  (665 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco European Equity Fund (UK) Q3 2018 review

Published on 24 Oct 18 by Guest  (675 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Emerging Market sentiment ‘improving’ according to Willis Owen confidence survey

Published on 23 Oct 18 by Adrian Lowcock  (723 views)

Willis Owen’s latest survey of almost 1000 investors has revealed that over a third (38%) plan to increase their exposure to Asia and emerging markets over the next six months.
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Nearly one in five investors expect the UK stock market to fall by over 10% in the next six months

Published on 23 Oct 18 by Adrian Lowcock  (695 views)

Research(1) from Willis Owen amongst nearly 1,000 UK retail investors reveals that 17% expect the UK stock market to fall by over 10% between now and April 2019; 6% anticipate a correction of more than 15%.
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Invesco High Income Fund Q3 2018 review

Published on 22 Oct 18 by Guest  (630 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Janus Henderson Global Equity Fund Q3 2018 report

Published on 22 Oct 18 by Guest  (1,294 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q3 2018 report

Published on 22 Oct 18 by Guest  (578 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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No sweet treats from Patisserie Valerie

Published on 18 Oct 18 by Liz Rees  (426 views)

Patisserie Holdings, parent of Patisserie Valerie, a high street retailer you may be familiar with, made the headlines for all the wrong reasons last week.
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Market commentary for Q3 2018 and the outlook ahead

Published on 16 Oct 18 by Liz Rees  (2,140 views)

Most developed equity markets delivered a positive return as second-quarter company earnings came in ahead of forecasts.US businesses reported particularly impressive figures as Donald Trump’s fiscal policies stimulated an already robust US economy.
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Analysis shows absolute return funds only provide short-term defence against volatility

Published on 12 Oct 18 by Adrian Lowcock  (510 views)

Recent volatility on global financial market may have spurred investors to consider taking refuge in absolute return funds.
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Speaking up for shareholders

Published on 11 Oct 18 by Liz Rees  (410 views)

Investors in listed companies have voting rights, in proportion to their stake, which gives them a say in the way the business is managed and how it behaves in the wider environment.
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Emerging Markets- down but not out?

Published on 04 Oct 18 by Liz Rees  (675 views)

Emerging markets have given up ground in the third quarter, so this week I look at the reasons behind the recent sell-off and consider whether the investment case remains valid.
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Best and worst-performing sectors and funds in September 2018

Published on 01 Oct 18 by Adrian Lowcock  (1,106 views)

  • Indian funds make up nine out 10 worst-performing funds
  • Oil rally helps Russian funds become best performers
  • Japan leads the best-performing sectors 
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7 Ways to celebrate Financial Planning Week

Published on 01 Oct 18 by Adrian Lowcock  (636 views)

Financial Planning week runs from the 3rd - 10th October this year.  The annual campaign is organised to help people improve and be more mindful of their personal finances. Financial health can be a complex issue for some individuals, although for the majority there are small, everyday things that we can all do to improve our finances. Adrian Lowcock, heading personal investing, Willis Owen gives some tips.
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Ethical Investing: It is no longer about sacrificing returns for principles

Published on 01 Oct 18 by Adrian Lowcock  (1,455 views)

This weekend saw the start of the Good Money Week (29th September to 6th October) which looks to promote sustainable, responsible and ethical investing. The campaign is in its’ 11th year and this area of investing has evolved significantly...
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Stop the roundabout, I want to get off!

Published on 26 Sep 18 by Liz Rees  (422 views)

Globalisation seems to be blamed for a lot of the current shortcomings in society so I thought I would take a look at who it helps, who it harms and where it’s heading.
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Willis Owen shares Fund picks for Ethical investment week

Published on 24 Sep 18 by Adrian Lowcock  (1,550 views)

  • Good Money Week begins on Saturday 29th September
  • Ethical indices have beat their non-ethical peers over 10 years
  • Willis Owen shares ethical investment ideas and fund picks
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Lessons from Lehman

Published on 19 Sep 18 by Liz Rees  (514 views)

A whole decade has passed since the collapse of US investment bank Lehman Brothers on 15 Sept 2008, an event that deepened the Global Financial Crisis.
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Truth of ‘Sell in May’ adage set to return

Published on 14 Sep 18 by Adrian Lowcock  (962 views)

The traditional adage ‘Sell in May and go away, don’t come back until St Leger’s Day’ is on course to come true this summer for the first time in three years, according to new analysis by Willis Owen, the online investment platform.
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S&P 500 hits longest bull-run in history

Published on 14 Sep 18 by Adrian Lowcock  (2,019 views)

  • UK investors see returns of more than 400%
  • Current bull market has only provided the seventh best annualised returns out of 11 since World War II
  • Best & Worst performing US funds during the bull market
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The Pensions Dashboard-a worthwhile reprieve?

Published on 13 Sep 18 by Liz Rees  (774 views)

This project, a joint venture between leading pension providers and the government, has been somewhat on-off in recent times but seems to be back on the agenda.
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10 Years after Lehman’s

Published on 12 Sep 18 by Adrian Lowcock  (1,924 views)

  • 7 out of 10 worst performing funds invest in commodities
  • Technology sector has led the bull market
  • Japanese, US, UK and European Smaller Companies all performed strongly after the crisis
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Thematic investing – Does technology have further to go?

Published on 07 Sep 18 by Adrian Lowcock  (677 views)

I thought this week I would follow up on thematic investing and look at what is perhaps the hottest area of the market at the moment, Technology.
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Consistency and patience in a changing world

Published on 03 Sep 18 by Guest  (708 views)

In this article, Alexander Darwall, the manager of Jupiter European Fund, provides us with some interesting insight into his investment approach which has produced stellar returns for investors over his lengthy tenure.
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Best and worst-performing sectors and funds in August 2018

Published on 01 Sep 18 by Adrian Lowcock  (955 views)

  • American Smaller Companies is best-performing sector in August
  • European fund is best performer in August
  • Emerging Market Bonds lead worst-performing sectors as Turkey weighs
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Thematic investing- is the trend your friend?

Published on 31 Aug 18 by Liz Rees  (684 views)

A growing number of Fund Managers are adopting thematic investing but is it the new way forward or simply a marketing buzz word?
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What does the longest bull market in US history mean for investors?

Published on 28 Aug 18 by Adrian Lowcock  (681 views)

On Wednesday evening the S&P 500 posted a modest gain marking the longest bull market in US history. A bull usually starts when a stock market begins to rise (after having fallen 20% or more) and posts gains of at least 20%...
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The Care ISA is an ill-thought-out idea

Published on 21 Aug 18 by Adrian Lowcock  (680 views)

The Care ISA is an ill-thought-out idea.  It will do very little to help the majority of people who need care in their old age
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Spotlight on the retail energy market

Published on 16 Aug 18 by Liz Rees  (500 views)

I guess the energy sector is of interest to most of us, whether as price-conscious consumers or as investors, so I thought I’d look at the companies that deliver gas and electricity to our homes.
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No delight for anyone investing in Turkey

Published on 14 Aug 18 by Adrian Lowcock  (386 views)

This article look at Turkey’s economic crisis has been weighing on markets recently.  The issue took centre stage this week as the currency tumbled on Monday... 
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Interest rates: steady as she goes

Published on 09 Aug 18 by Liz Rees  (445 views)

Last week brought important news for savers and investors. The UK base rate was raised for only the second time in a decade, taking it above 0.5% for the first time since 2009...
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Interest rate rise – what does it mean for you?

Published on 06 Aug 18 by Adrian Lowcock  (688 views)

This article look at the reasons behind the recent increase in the UK base rate and the implications for savers, borrowers and investors. 
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Go east young man

Published on 02 Aug 18 by Liz Rees  (406 views)

In my latest market outlook, I noted the enduring growth prospects in Asia, despite the fact that some countries in the region, notably China, have experienced a setback this year...
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Invesco Perpetual Income Fund Q2 2018 review

Published on 27 Jul 18 by Guest  (1,075 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Perpetual High Income Fund Q2 2018 review

Published on 27 Jul 18 by Guest  (1,253 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Invesco Perpetual European Equity Fund Q2 2018 review

Published on 26 Jul 18 by Guest  (761 views)

This article outlines the economic background and explains how this has affected the performance of the Fund. Examples of the main contributors and detractors to returns are highlighted. Finally, the strategy is recapped and the outlook considered.
read more

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Is too much cash holding back your returns?

Published on 26 Jul 18 by Liz Rees  (937 views)

I discussed the pros and cons of debt last week and now I’m turning my attention to cash. While having an abundance of ready money sounds like an enviable position to be in, it isn’t always the best way to maximise your returns...
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Janus Henderson European Selected Opportunities Fund Q2 2018 report

Published on 24 Jul 18 by Guest  (692 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson Global Equity Fund Q2 2018 report

Published on 24 Jul 18 by Guest  (864 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Are we drowning in debt?

Published on 21 Jul 18 by Liz Rees  (755 views)

The latest statistic on the amount of debt in the world caught my eye due to its sheer size. The Institute of International Finance estimates that total debt accumulated by governments, companies and households, reached $247 trillion at the end of March, 40% above the level during the financial crisis...
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Market commentary for Q2 2018 and the outlook ahead

Published on 20 Jul 18 by Liz Rees  (1,879 views)

In this article we review the performance of leading markets then go on to assess the key events which have driven their direction. We show the latest IMF forecasts for GDP growth across different regions and discuss the outlook for investors over the remainder of the year.
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Investing with a conscience

Published on 13 Jul 18 by Liz Rees  (439 views)

Environmental, Social and Governance (ESG) concerns were traditionally the realm of specialist Ethical and Green Funds but, with growing recognition of the consequences, companies are now addressing the issues as a matter of course...
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Happy 70th birthday to the NHS

Published on 06 Jul 18 by Liz Rees  (387 views)

I can’t let this week go by without wishing the NHS many happy returns, an institution in which we all have a vested interest. I don’t suppose too many of us remember its launch on 5th July 1948 but we’re all aware that it has much improved the health of our nation, and the unique ‘free at point of use’ model is admired worldwide...
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How high can the oil price go?

Published on 29 Jun 18 by Liz Rees  (717 views)

A roller coaster performance in the price of oil is not unusual. It has see-sawed considerably over the past decade; touching $100 a barrel in 2008 on escalating demand, then falling below $30 in 2016 as US shale production came on stream...
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Are we there yet?

Published on 25 Jun 18 by Guest  (2,075 views)

In this article, Jupiter's James Clunie describes the indicators of market stress he pays attention to, and the areas he thinks are most vulnerable to a correction. As the manager of a Fund which employs short selling as part of it's strategy, James describes how he can find opportunities to profit from a change in market regime.
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Inflation: friend or foe?

Published on 22 Jun 18 by Liz Rees  (792 views)

I’m sure some of us can recall with trepidation the high inflation Britain experienced in the 1970s which contributed to a very difficult period for our economy. Since then, a number of emerging economies, including Argentina and Venezuela, have contended with even worse bouts of hyper-inflation... 
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How much risk is enough risk?

Published on 15 Jun 18 by Liz Rees  (745 views)

When I recently highlighted the epidemic of scams targeting the UK population, anyone would think we are a nation of gamblers, open to ultra high-risk investments. In reality, nothing could be further from the truth when we look at the most popular homes for our savings...
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Inheritance tax: are there changes afoot?

Published on 08 Jun 18 by Liz Rees  (795 views)

This week I’m touching on the intricacies of Inheritance Tax (or IHT). I appreciate that tax in general is not the most popular subject and IHT, in particular, is a poorly understood- and often unplanned for-duty...
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Stealing the jewels in our crown?

Published on 01 Jun 18 by Liz Rees  (723 views)

No, my heading this week isn’t an objection to an American marrying into our Royal family! Yet I must say the wedding of Harry and Meghan really portrayed England at its best and I hope their future is as bright as the sunshine on the day...
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UK Equities: unloved and undervalued?

Published on 25 May 18 by Liz Rees  (678 views)

Having been drawn to the more attractive growth prospects in overseas markets, I'm now starting to wonder if I might be missing opportunities closer to home. Sentiment towards the UK has been poor but, as bargain hunters know, there's a price for everything...
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Spotting the scammers

Published on 10 May 18 by Liz Rees  (433 views)

Every day we hear of alarming cases where people have fallen victim to the current scam epidemic. Indeed, UK consumers and companies lost nearly £1bn in 2017 to financial fraudsters whose modus operandi seems to be getting ever more sophisticated...
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What’s troubling tech?

Published on 04 May 18 by Liz Rees  (683 views)

I’m sure you’ve heard the saying that when America sneezes the world catches a cold – well this scenario seems to have affected the technology sector in recent weeks. However, it’s worth noting that tech stocks do make up a much larger part of the US market...
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Janus Henderson Global Equity Fund Q1 2018 report

Published on 27 Apr 18 by Guest  (903 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Janus Henderson European Selected Opportunities Fund Q1 2018 report

Published on 27 Apr 18 by Guest  (843 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Invesco Perpetual European Equity Fund Q1 2018 review

Published on 25 Apr 18 by Guest  (770 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Market commentary for Q1 2018 and the outlook ahead

Published on 23 Apr 18 by Liz Rees  (1,589 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.
read more

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Invesco Perpetual High Income Fund Q1 2018 review

Published on 20 Apr 18 by Guest  (1,069 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Invesco Perpetual Income Fund Q1 2018 review

Published on 20 Apr 18 by Guest  (1,218 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Woodford Equity Income update

Published on 27 Mar 18 by Liz Rees  (1,605 views)

Explains why Square Mile retain their AAA rating on this Fund; the strategy has been out of favour and some individual stock disappointments have also contributed to weak performance. A recent presentation presented a very plausible argument that the value style is poised to return to favour given the extremely high dispersion between growth and value.
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Modern media – and making money...

Published on 26 Mar 18 by Guest  (1,616 views)

Following a review of active Fund management in our weekly email, we have sourced an article from the managers of Artemis Global Select which illustrates how they go about identifying opportunities to benefit from the changing trends in the media sector.
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2018 Spring Statement round up

Published on 14 Mar 18 by Liz Rees  (1,711 views)

We've outlined some key details and summarised yesterday's Spring Statement, to help you separate the wheat from the chaff.
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Outlook for 2018: Playing the long game

Published on 22 Feb 18 by Liz Rees  (771 views)

We commissioned a national polling firm to ask a sample of the population what their confidence in the UK’s economic outlook? 
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Markets may leave us scratching our heads in 2018

Published on 06 Feb 18 by Guest  (1,507 views)

In this article Edward Bonham Carter of Jupiter Asset Management assesses the risks which could pose a threat to further upside in equity markets. He points out that inflation and interest rate moves need to be carefully managed by Central Banks to avoid bringing an abrupt end to the favourable economic growth which is being produced at present.
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Invesco Perpetual Income Fund Q4 2017 review

Published on 06 Feb 18 by Liz Rees  (2,250 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Invesco Perpetual High Income Fund Q4 2017 review

Published on 06 Feb 18 by Liz Rees  (2,411 views)

The article starts by outlining the economic background against which the Fund has operated then goes onto explain how this has affected the performance of the Fund relative to its benchmark. Examples of the main contributors and detractors to performance are described in detail. Finally, the strategy of the Fund is recapped and the current outlook considered.
read more

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Janus Henderson European Selected Opportunities Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (1,301 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
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Janus Henderson Global Equity Fund Q4 2017 report

Published on 26 Jan 18 by Liz Rees  (1,728 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
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Market commentary for Q4 2017 and roundup of the year

Published on 25 Jan 18 by Liz Rees  (2,213 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.
read more

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Woodford Fund Round Up - December 2017

Published on 22 Jan 18 by Guest  (1,047 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - November 2017

Published on 19 Dec 17 by Guest  (2,051 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Christmas Opening Hours - 2017

Published on 15 Dec 17 by Jason Chapman  (1,360 views)

Follow the link above to view our Christmas opening hours.
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2017 Post Autumn Budget Round Up

Published on 23 Nov 17 by Liz Rees  (1,828 views)

We've outlined some key details and summarised yesterday's Budget, to help you separate the wheat from the chaff.
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Woodford Fund Round Up - October 2017

Published on 22 Nov 17 by Guest  (1,035 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Henderson European Selected Opportunities Fund Q3 2017 review

Published on 26 Oct 17 by Guest  (1,034 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
read more

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Henderson Global Growth Fund Q3 2017 review

Published on 26 Oct 17 by Guest  (2,616 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Woodford Fund Round Up - September 2017

Published on 20 Oct 17 by Guest  (1,155 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
read more

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Market commentary for Q3 2017 and future outlook

Published on 17 Oct 17 by Liz Rees  (2,178 views)

The article reviews the performance of leading stock markets then goes on to describe economic and political drivers. The global outlook is presented and then each region is  analysed in more detail. We look at the positives and negatives for the key economies and summarise the outlook and suggest where opportunities for investors might lie.
read more

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Woodford Fund Round Up - August 2017

Published on 18 Sep 17 by Guest  (1,360 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
read more

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Finding the right formula

Published on 12 Sep 17 by Guest  (1,566 views)

Dan Nickols, head of UK mid and small cap equities at Old Mutual Global Investors, unveils, what he believes to be, his winning formula for finding successful UK smaller companies.
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Smaller Companies - bigger returns?

Published on 30 Aug 17 by Liz Rees  (2,266 views)

We describe the Smaller Companies universe and discuss the attractions and risks of investing in this area. We note the skills required to be a successful manager and the types of funds available. We comment on short and long term performance of the Small Cap index and summarise the current outlook.
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Woodford Fund Round Up - July 2017

Published on 23 Aug 17 by Guest  (1,330 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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Henderson Global Growth Fund Q2 2017 update

Published on 07 Aug 17 by Liz Rees  (1,211 views)

The review outlines performance vs benchmark over the last 5 years, focusing on contributors to performance in the second quarter, changes that have been made and an assessment of the outlook.
read more

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Henderson European Selected Opportunities Fund Q2 2017 review

Published on 07 Aug 17 by Liz Rees  (1,309 views)

The article explains how market conditions have affected returns, which stocks have contributed to and detracted from performance and how the Manager has positioned the Fund in light of the current outlook.
read more

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Market commentary for Q2 2017 and future outlook

Published on 26 Jul 17 by Liz Rees  (2,234 views)

The article summarises the performance data for leading markets then goes on to assess the key events which have driven the trends. We present the latest IMF forecasts for GDP growth in the different regions and discuss the outlook for investors over the remainder of the year.
read more

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Woodford Fund Round Up - June 2017

Published on 14 Jul 17 by Guest  (2,256 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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Woodford Fund Round Up - May 2017

Published on 16 Jun 17 by Guest  (1,294 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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The belief in value investing

Published on 13 Jun 17 by Guest  (1,513 views)

In recent months, value investing has started to outperform growth investing. Is value investing finally back in style? Schroders has kindly provided their views on why they support value investing.
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The belief in growth investing

Published on 09 Jun 17 by Guest  (1,556 views)

Baillie Gifford has kindly shared their views on why they believe growth investing provides the best platform to generate superior returns. 
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Investment styles - is there a catalyst for change?

Published on 05 Jun 17 by Liz Rees  (2,176 views)

The article reiterates the factors that determine which investment style performs best at different points in the economic cycle. We identify some Funds and their managers who are known for adopting a particular style and summarise the current outlook.
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Growth or value: which investment style is in fashion?

Published on 01 Jun 17 by Liz Rees  (2,800 views)

The article explains the features of growth and value investment styles and how some managers firmly adhere to one approach throughout their careers while others take a flexible approach. We look at the economic environment that might favour a particular style and which sectors and companies might be best placed to benefit.
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Reform and structural change in India

Published on 19 May 17 by Guest  (1,404 views)

The article describes the reforms and structural changes in India: political stability, direct benefit transfers, country-wide goods and services tax, increasing access to high speed internet and the shift from physical to financial savings.
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Infrastructure Q&A with Architas

Published on 17 May 17 by Guest  (1,618 views)

Solomon Nevins is a Senior Investment Manager at Architas and leads the research and analysis on alternative assets and UK fixed income. He has kindly provided his thoughts on a Q&A with Willis Owen. This includes insight on his approaches to infrastructure within a multi asset Fund and the opportunities he sees within the subsectors. 
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Woodford Fund Round Up - April 2017

Published on 15 May 17 by Guest  (1,371 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Building an income from infrastructure

Published on 05 May 17 by Fiona Liu  (1,666 views)

Following on from our previous article on the introduction of infrastructure, we look at what's been happening in the sector and how you can invest in this area. 
 
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Risk Appetite and Financial Decision Making

Published on 03 May 17 by Liz Rees  (2,150 views)

We commissioned a national polling firm to ask a sample of the population what their thoughts were on taking financial risk and decision making.
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Henderson Global Growth Fund Q1 2017 report

Published on 27 Apr 17 by Guest  (1,592 views)

Henderson have provided us with an update on the recent performance, positioning and outlook for holders of their Global Growth Fund.
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Henderson European Selected Opportunities Fund Q1 2017 report

Published on 27 Apr 17 by Guest  (1,292 views)

Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund.
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Market review of Q1 2017 and the outlook for investors

Published on 24 Apr 17 by Liz Rees  (1,964 views)

We look at the performance and prospects for each important geographical region. We outline the latest IMF estimates for growth in 2017 and 2018 and consider the macro economic and political trends that could have an influence.
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Woodford Fund Round Up - March 2017

Published on 21 Apr 17 by Guest  (1,475 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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The foundations of investing in infrastructure

Published on 31 Mar 17 by Fiona Liu  (1,591 views)

Increasing, the Government has turned its attention to infrastructure spending as a way to boost economic growth, which can provide opportunities within this area. In this insight, we introduce the concept of infrastructure investment and explore the benefits and risks.
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Saving and Investing during economic disruption

Published on 24 Mar 17 by Liz Rees  (2,295 views)

With the FTSE 100 having recently set an all-time high, and a better than expected economic forecast for 2017, we commissioned a national polling firm to ask a sample of the population what this means to UK savers and investors like you. 
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India: an investment outlook

Published on 23 Mar 17 by Guest  (1,359 views)

Avinash Vazirani, the manager of Jupiter India, looks at the longer term positive implications of the government’s de-monetisation exercise and introduction of the Goods and Services tax. He explains how the former initiative aims to tackle the black economy while the latter moves the country towards a single tax regime which should improve efficiency and boost tax revenues.
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Woodford Fund Round Up - February 2017

Published on 17 Mar 17 by Guest  (1,525 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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2017 Post Spring Budget Round Up

Published on 09 Mar 17 by Liz Rees  (2,863 views)

We've outlined some key details and summarised yesterday's Spring Budget, to help you separate the wheat from the chaff.
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Winning at the loser's game: a strategy for absolute return investing

Published on 03 Mar 17 by Guest  (2,890 views)

Fund provider Jupiter has kindly provided this piece written by James Clunie, Head of Strategy, Absolute Return and manager of the Jupiter Absolute Return Fund. In the article James describes the strategies employed by his team which encompass academic research, behavioural analysis and short selling.
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Woodford Fund Round Up - January 2017

Published on 17 Feb 17 by Guest  (1,577 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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Absolute Return Funds - reducing the risk but what about the returns?

Published on 03 Feb 17 by Liz Rees  (3,198 views)

We describe the techniques available to absolute return managers and look at the performance that they have delivered. The pros and cons of the approach are clearly laid out.We also highlight the fact that Funds in the sector can have very different approaches (both geographically and by asset class) and this means that risk profiles can also vary considerably. 
 
 
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Henderson European Selected Opportunities Fund Q4 2016 report

Published on 27 Jan 17 by Guest  (1,575 views)

Henderson have provided an update on the recent performance and outlook for holders of their European Selected Opportunities Fund
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Henderson Global Growth Fund Q4 2016 report

Published on 27 Jan 17 by Guest  (1,484 views)

Henderson have provided us with an update on the recent performance and outlook for holders of their Global Growth Fund.
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Woodford Fund Round Up - December 2016

Published on 20 Jan 17 by Guest  (1,472 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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Market commentary for Q4 2016 and future outlook

Published on 18 Jan 17 by Liz Rees  (2,362 views)

A review of 2016 and consideration of how a series of unexpected political outcomes have shaped the outlook for world economies and stock markets in 2017. We look at the prospects for different regions and highlight the importance of a well diversified portfolio at a time when many uncertainties remain.
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Back to basics

Published on 04 Jan 17 by Guest  (3,851 views)

In this guest insight, one of BNY Mellon's fund manager - Aron Pataki explores the use of commodities in multi asset investing.
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Woodford Fund Round Up - November 2016

Published on 19 Dec 16 by Guest  (1,517 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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Christmas Opening Hours - 2016

Published on 16 Dec 16 by Jason Chapman  (1,883 views)

Follow the link above to view our Christmas opening hours.
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Lifting the lid on Multi Asset Funds

Published on 08 Dec 16 by Liz Rees  (2,552 views)

This article identifies the different types of funds that come under the generic term 'Multi Asset' and explains how their characteristics and investment strategies differ. We also look at the ways in which they provide diversification and how their complexity and risk level varies.
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2016 Autumn Statement round up

Published on 24 Nov 16 by Liz Rees  (2,696 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Woodford Fund Round Up - October 2016

Published on 18 Nov 16 by Guest  (1,510 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income Fund.
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Trump win wrong-foots forecasters

Published on 17 Nov 16 by Guest  (1,833 views)

Following our US election article, Ian Heslop, head of global equities, Old Mutual Global Investors, comments on the result of the US presidential election, and explains how it relates to his investment process.
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Henderson European Selected Opportunities Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (1,680 views)

Henderson have produced this overview for our investors in this fund to explain how the manager has positioned the fund, what has been driving performance and the prospects for the region going forward.
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Henderson Global Growth Fund Q3 2016 update

Published on 16 Nov 16 by Guest  (2,448 views)

Henderson have kindly produced a report for our customers who are invested in this fund which explains the current positioning, what has been driving recent performance and how the fund is placed to benefit from future trends which may affect the regions in which it invests. 
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US elections – how will the markets be affected?

Published on 03 Nov 16 by Fiona Liu  (3,516 views)

With less than a week before the results of the US presidential election is announced, we take a look at what a Hillary Clinton or a Donald Trump presidency looks like and how it can affect the markets. 
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Woodford Fund Round Up - September 2016

Published on 20 Oct 16 by Guest  (1,637 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Market Commentary for 3rd quarter of 2016 and future outlook

Published on 14 Oct 16 by Liz Rees  (2,618 views)

This blog looks at how major stock markets around the world have fared in the 3rd quarter of 2016, the key factors which have been driving performance and the prospects for the remainder of this year and beyond.
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Making renting right

Published on 28 Sep 16 by Guest  (1,775 views)

Following on from our blog on property funds, Andrew Allen - Head of Global Property Strategy and Research from Aberdeen Asset Management has written an interesting perspective on professionalising the private rented sector. He argues this would provide a stable stream of income to investors and in turn, would provide better quality properties to tenants. 
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Woodford Fund Round Up - August 2016

Published on 21 Sep 16 by Guest  (2,019 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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The case for global income

Published on 16 Sep 16 by Liz Rees  (2,382 views)

In this guest blog Artemis have kindly provided an article explaining where Jacob de Tusch-Lec, Fund Manager of the Artemis Global Income Fund, is currently finding the best income investment opportunities and what the attractions are.
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Equity Income funds – an appraisal of the UK and beyond

Published on 31 Aug 16 by Liz Rees  (3,492 views)

In this blog we look at the prospects for UK equity income investment and discuss whether it is worth considering other regions for the purpose of diversification. We consider which markets offer the best opportunities for sustainable and growing yields without taking on excessive risk.
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Woodford Fund Round Up - July 2016

Published on 12 Aug 16 by Guest  (1,688 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Are property funds still worth considering?

Published on 12 Aug 16 by Fiona Liu  (2,913 views)

The buy-to-let property market has been a popular investment sector for many years with investors viewing second properties as their pension. However, recent changes announced by the Government e.g. increases in stamp duty for second property ownership and reduced buy-to-let tax relief are measures that will discourage people going into this sector. 
With this in mind, we explore an alternative source of income by investing in a property fund.
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Henderson European Selected Opportunities Fund Round Up

Published on 08 Aug 16 by Guest  (2,000 views)

The Henderson European Selected Opportunities Fund is a popular holding in the Europe ex-UK sector and featured in our latest ISA magazine. Henderson have kindly agreed to provide us with a quarterly roundup of performance, positioning and outlook which we hope you will find interesting and useful.
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Investment grade bonds to party on

Published on 03 Aug 16 by Liz Rees  (2,312 views)

Following our recent overview of the fixed interest market we thought you might be interested in hearing the views of a leading Fund Manager on the outlook for investment grade corporate bonds. John Pattullo is the well respected manager of the Henderson Preference and Bond fund which featured in our latest ISA magazine.
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Woodford Fund Round Up - June 2016

Published on 18 Jul 16 by Guest  (1,965 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Market Commentary for 2nd quarter of 2016 and future outlook

Published on 12 Jul 16 by Liz Rees  (2,776 views)

Our latest blog looks at which stock markets have produced the best returns over the quarter and outlines the key political and economic trends. We assess the far reaching implications of Britain's monumental decision to quit the EU and explain how a well diversified portfolio can help reduce the volatility associated with the uncertain short term outlook. 
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The Fixed Interest Sector: is it still a safe haven for income seekers?

Published on 06 Jul 16 by Liz Rees  (4,872 views)

This blog is part of our series on investments that may be suitable for investors seeking income. It looks at how the Fixed Interest market can play an important role when constructing a well diversified portfolio. We consider the key features of the sub-sectors, the types of funds that are available and different levels of risk they incur. Finally, we assess the outlook for this market and whether it still offers an attractive investment proposition after a period of strong performance. 
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Britain votes for Brexit: The challenges and opportunities

Published on 27 Jun 16 by Liz Rees  (3,898 views)

Following our earlier blogs and poll on the EU referendum we now report on the stock market's reaction to the unexpected outcome. We review the political fallout and implications for the UK economy and beyond and further afield. We consider which asset classes are best placed to weather the storm and where opportunities might arise. 
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Woodford Fund Round Up - May 2016

Published on 21 Jun 16 by Guest  (1,976 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Yielding Income: A Sector in Focus

Published on 10 Jun 16 by Fiona Liu  (2,949 views)

Where investors are increasingly searching for income in a low interest environment, we will have a look at a sector that is designed to meet the needs of providing income - the UK Equity Income sector 
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Woodford Fund Round Up - April 2016

Published on 16 May 16 by Guest  (2,057 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund. 
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Countdown to the EU referendum

Published on 16 May 16 by Liz Rees  (4,993 views)

This blog is a follow up to our introductory post on ‘Brexit’ post in March. We now update readers on how the opposing campaigns are progressing; the views expressed by influential figures; what the latest polls are predicting and the effect the uncertainty is having on the UK economy as we approach referendum day on 23 June.
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Understanding inheritance tax

Published on 06 May 16 by Liz Rees  (4,279 views)

We have produced this blog article to highlight the forthcoming changes to the inheritance tax regime and explain how some careful planning can allow as much as possible of our wealth to be passed on to loved ones. It is always a good idea to review your portfolio and other assets regularly and ensure that you are invested in the most tax efficient way. 
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One year on: pension freedoms, an update on the pension landscape

Published on 26 Apr 16 by Fiona Liu  (2,164 views)

It's been a little over a year since pension freedoms came into force. Whilst there were speculations that there'd be "dash for cash" and blowing the cash on Lamborghinis, the data collected from the industry suggested otherwise. In this blog, we will look at how people are adapting to pension freedoms and provide an indication on further potential pension changes. 
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New allowance: new investment opportunities?

Published on 22 Apr 16 by Liz Rees  (2,578 views)

With a new tax year upon us, that means a brand new ISA allowance of £15,240 for the next 12 months. But how much do you think you will save and invest over the next year? How will it compare to the amount you managed to invest in the year just gone?
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Woodford Fund Round Up - March 2016

Published on 18 Apr 16 by Guest  (2,316 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Market Commentary for 1st quarter of 2016 and future outlook

Published on 15 Apr 16 by Liz Rees  (3,108 views)

We have reviewed the factors behind the disappointing start to the year and subsequent recovery of stock markets. After summarising the economic outlook we consider whether the prospects for the remainder of the year offer reasons for optimism for patient investors.
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ISA Allowance Poll

Published on 08 Apr 16 by Jason Chapman  (2,033 views)

With a new tax year, you have a new £15,240 tax-advantaged ISA allowance.  How much will you invest?
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In pursuit of income: investigating the opportunities

Published on 24 Mar 16 by Liz Rees  (3,438 views)

This blog provides an overview of where opportunities can be found for income seeking investors. We outline the main characteristics of the sectors offering superior yields to cash deposits for those investors prepared to take on board some extra risk and consider how they may fit into a diversified portfolio.
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2016 Post Budget Round Up

Published on 18 Mar 16 by Liz Rees  (4,085 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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Woodford Fund Round Up - February 2016

Published on 17 Mar 16 by Guest  (2,044 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Is the biggest risk to take no risk at all?

Published on 14 Mar 16 by Liz Rees  (2,917 views)

For the last few years we have commissioned a leading national polling firm to ask a representative sample of the UK population about their attitude to risk. We’ve done the same again this year and the results show that the proportion of people willing to take on some financial risk has decreased. The proven correlation between risk and return means some degree of risk is necessary to achieve a decent return in the long term. Yet 45% of those surveyed said they were not prepared to take any risk at all which is somewhat surprising given the low interest rates currently available on savings accounts. Our blog considers why this might be and how it could have  implications for the future wealth and financial security of a significant number of people.
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Brexit versus status quo: EU referendum date announced

Published on 10 Mar 16 by Liz Rees  (5,352 views)

This blog introduces the opposing groups which are campaigning for either remaining in the EU or taking the Brexit route. We set out the key facts and arguments that voters will need to consider when making their voting decision in June and highlight the possible effects on the economy, businesses and the stock market of both outcomes.
 
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Is there a role for emerging markets funds in the future?

Published on 18 Feb 16 by Fiona Liu  (3,341 views)

The Emerging Markets sector is having a difficult time with China's slowdown in growth and the fall in commodities prices. In this blog, we will discuss what defines an emerging market and whether there is still a role for these funds in the future. 
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Market Update: Is it darkest before the dawn?

Published on 15 Feb 16 by Liz Rees  (2,962 views)

We understand that falls in stock markets are worrying for the private investor. This blog examines the diverse political and economic factors which are affecting confidence about economic growth forecasts. We consider if there is light at the end of the tunnel and whether some asset classes may now be discounting a worse case scenario.
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Woodford Fund Round Up - January 2016

Published on 09 Feb 16 by Guest  (2,044 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Lost in translation- how currencies can affect investment returns

Published on 05 Feb 16 by Liz Rees  (2,691 views)

In this blog we look at how currency movements can affect your sterling returns when you invest in an overseas stock market. We look at the option of choosing a hedged share class where available and consider whether a well diversified portfolio can also smooth returns over the long term. 
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Market Update: Outlook for 2016

Published on 28 Jan 16 by Jason Chapman  (2,515 views)

Despite steady economic growth in the UK last year, 2016 has started with a few bumps. We commissioned a leading national polling firm to ask a representative sample of the UK population what it all means to UK savers and investors like you. 
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Market Update: Navigating stock markets in times of turbulence

Published on 25 Jan 16 by Liz Rees  (2,526 views)

In this blog we look at the current issues facing the global economy and point out what developments over the course of the year might improve sentiment towards stock markets. We also consider whether there are investment opportunities arising from the recent heightened volatility. 
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Woodford Fund Round Up - December 2015

Published on 20 Jan 16 by Guest  (2,036 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Market commentary for final quarter and round-up of 2015

Published on 13 Jan 16 by Liz Rees  (2,800 views)

In this blog we focus on the key economic and politcal factors which have driven markets in the 4th quarter and review the performance contributions of major economies at the year end.  We then look at the global outlook for 2016 and consider the prospects for investors in different regions.
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2016 New Year Resolutions for you to stick with

Published on 04 Jan 16 by Jason Chapman  (2,229 views)

There are a number of New Year resolutions you could make, eat healthily, get fitter, spend more time on what’s important to you. I wonder if “making sure my finances are healthy..” is included?
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Poll: Feeling confident about the economy?

Published on 22 Dec 15 by Jason Chapman  (3,618 views)

After the latest fall in oil prices, and the US Federal Reserve’s decision to increase its interest rate, how confident are you feeling about the global markets in 2016?
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Falling oil prices dampen Christmas cheer for Stock markets

Published on 17 Dec 15 by Liz Rees  (2,492 views)

In this blog we look at how the severe decline in the oil price has impacted the global economy and Stock Markets. We also consider the future implications if the price were to stay at these current depressed levels for an extended period of time.
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Woodford Fund Round Up - November 2015

Published on 15 Dec 15 by Guest  (2,097 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Willis Owen Christmas Opening Hours - 2015

Published on 09 Dec 15 by Jason Chapman  (1,982 views)

Follow the link above to view our Christmas opening hours.
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Reaping the rewards of diversification

Published on 07 Dec 15 by Liz Rees  (2,919 views)

This is the third piece in our series of blogs addressing risk. Following a general introduction to the subject and a look at how Fund Managers deal with risk, we now address what steps investors can take to diversify risk in their portfolios. We consider the important factors to take into account when deciding on appropriate asset allocation and the extent to which the process can be delegated to a fund manager.
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2015 Autumn Statement Round Up

Published on 26 Nov 15 by Jason Chapman  (2,715 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Pre-Autumn Statement Poll

Published on 19 Nov 15 by Jason Chapman  (1,885 views)

With less than a week to go until George Osborne’s Autumn Statement, we'd love to know how confident you feel about your own personal finances?
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Woodford Fund Round Up - October 2015

Published on 18 Nov 15 by Guest  (2,009 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Fund manager changes at First State and Stewart Investors

Published on 11 Nov 15 by Liz Rees  (2,911 views)

First State and Stewart Investors have announced some management changes which affect a number of their funds. In this blog we look at whether the new appointments are likely to have an impact on the way in which the funds are run and report on the response of our research partners Square Mile.
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Capital Gains Tax - something to consider when taking a profit?

Published on 09 Nov 15 by Liz Rees  (4,480 views)

We all enjoy realizing a profit on our investments but the downside could be an unexpected tax bill from the tax man. This blog looks at how Capital Gains Tax is calculated and whether some careful planning might reduce the potential burden.
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Is there a road to recovery for commodities?

Published on 21 Oct 15 by Fiona Liu  (3,410 views)

Commodities have hit the headlines in recent months - this article explores what influence commodities prices and how it can have an impact on your investment portfolio. 
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Woodford Fund Round Up - September 2015

Published on 14 Oct 15 by Guest  (2,088 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Market commentary for the 3rd quarter of 2015

Published on 09 Oct 15 by Liz Rees  (2,960 views)

We review the events which led to a setback in stock market performance over the period and consider whether the current economic outlook offers any reasons for optimism.
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Investing with a conscience - do ethical funds make successful investments?

Published on 29 Sep 15 by Liz Rees  (2,785 views)

There is growing interest in ethical funds as investors and companies take greater interest in social, environmental and governance issues. However, the sector is very diverse in terms of the range of funds available and the approach to identifying acceptable companies. This blog considers the track record of, and outlook for, the sector and describes some of the investment processes adopted by leading funds.
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Autumn Shivers- an update on Global Stock Markets

Published on 24 Sep 15 by Liz Rees  (2,633 views)

A recap of the continuing effect of China's economic downturn on other world markets.
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Woodford Fund Round Up - August 2015

Published on 15 Sep 15 by Guest  (2,082 views)

A recap of the continuing effect of China's economic downturn on other world markets.
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Passive Funds - worthy of a place in your portfolio?

Published on 04 Sep 15 by Liz Rees  (2,957 views)

We look at the different types of passive funds and explain the advantages and disadvantages compared with active funds.
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China - can the cracks be repaired?

Published on 26 Aug 15 by Liz Rees  (3,873 views)

A brief look at the reasons for, and implications of, China's recent decision to devalue its currency 
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SIPPs - saving for your retirement

Published on 25 Aug 15 by Fiona Liu  (2,323 views)

This article will explain the features of a SIPP and how it can help you save for your retirement. We will also discuss the factors you may want to consider when exploring the possibility of consolidating your pension plans into a SIPP. 
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Forthcoming changes on the taxation of dividends

Published on 21 Aug 15 by Liz Rees  (4,699 views)

In his July Budget the Chancellor, George Osborne, announced on overhaul of the way in which dividends paid to UK investors are subject to tax. This blog considers how it will people in different income tax bands and what action can be taken to minimize the liability to tax.
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Woodford Patient Capital Trust Plc - Update

Published on 18 Aug 15 by Liz Rees  (2,517 views)

Last week marked the release of the maiden set of financial results for Woodford Patient Capital Trust.
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Woodford Fund Round Up - July 2015

Published on 17 Aug 15 by Guest  (2,078 views)

Update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Junior ISAs - Saving for the future

Published on 12 Aug 15 by Liz Rees  (2,705 views)

An overview of ways of putting money aside for our children's future, tax allowance £4080, child trust fund, 
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Scottish Mortgage Investment Trust - Approach to risk

Published on 23 Jul 15 by Liz Rees  (2,852 views)

Tom Slater, joint manager of the trust, outlines how his team identifies and mitigates risk.
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How a Fund Manager deals with risk

Published on 20 Jul 15 by Liz Rees  (3,180 views)

In this blog we examine how a fund manager assesses and controls the risks he may face in managing his fund.
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Woodford Fund Round Up - June 2015

Published on 16 Jul 15 by Guest  (2,091 views)

June update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Pension changes: have your say

Published on 15 Jul 15 by Jason Chapman  (2,619 views)

Let us know your thoughts with regards possible pension changes.
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Market round-up for the first half of 2015

Published on 13 Jul 15 by Liz Rees  (2,980 views)

A review of the key economic and market events in the first half of the year.
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2015 Post Summer Budget Round Up

Published on 09 Jul 15 by Jason Chapman  (3,825 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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The world of investment trusts

Published on 04 Jul 15 by Liz Rees  (5,146 views)

An introduction to another investing opportunity which is now available on the Willis Owen website.
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The case for long term investment in equities

Published on 22 Jun 15 by Liz Rees  (2,534 views)

Liz Rees looks at the long term potential of stock market returns compared with cash deposits to achieve your investment goals.
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Woodford Fund Round Up - May 2015

Published on 17 Jun 15 by Guest  (2,066 views)

May update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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Happy 1st birthday to Woodford Equity Income

Published on 12 Jun 15 by Liz Rees  (3,655 views)

We review the first year of Neil Woodford's new income fund.
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Introducing the concept of risk

Published on 08 Jun 15 by Liz Rees  (2,238 views)

Liz Rees our new Head of Research introduces the concept of risk.
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The EU Referendum and its effects

Published on 03 Jun 15 by Jason Chapman  (2,966 views)

How will the EU referendum affect you?
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Woodford Fund Round Up - April 2015

Published on 18 May 15 by Guest  (2,049 views)

April update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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Post General Election Round Up

Published on 08 May 15 by Jason Chapman  (3,040 views)

Please read on for our General Election round up.
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Attitudes to risk

Published on 28 Apr 15 by Jason Chapman  (3,162 views)

We've commissioned a leading national polling firm to understand the nation’s attitudes to risk.

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Introducing the Woodford Patient Capital Trust plc

Published on 22 Apr 15 by Jason Chapman  (2,985 views)

Star manager Neil Woodford's new Woodford Patient Capital Trust is now avaialbe to invest in.

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Woodford Fund Round Up - March 2015

Published on 20 Apr 15 by Guest  (2,099 views)

March update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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The General Election and your investments

Published on 15 Apr 15 by Jason Chapman  (3,070 views)

Our latest blog is based on the research on what people think would be the best Government for their savings and investments. 
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Attitudes to savings and investment

Published on 07 Apr 15 by Jason Chapman  (4,201 views)

We've commissioned a leading national polling firm to understand the nation’s attitudes to savings and investment.
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Your economy, your finances…your outlook

Published on 26 Mar 15 by Jason Chapman  (3,261 views)

How does what’s going on in the wider world affect the way you feel about your own financial situation?
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2015 Post Budget Round Up

Published on 19 Mar 15 by Jason Chapman  (3,375 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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2015 Latest Budget News

Published on 18 Mar 15 by Jason Chapman  (2,813 views)

View the latest news from the budget and if you feel inclined, start a conversation or comment on the views of others.
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Great service, even better prices

Published on 11 Mar 15 by Jason Chapman  (1,886 views)

Our new future proofed, low cost, paperless investment solution is here.
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Woodford Fund Round Up - February 2015

Published on 10 Mar 15 by Guest  (2,222 views)

February update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund
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QE in an unequal world

Published on 24 Feb 15 by Guest  (3,368 views)

Neil Woodford discusses the contuinued use of Quantative Easing and its possible effects. 

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Woodford Fund Round Up - January 2015

Published on 12 Feb 15 by Guest  (2,346 views)

January update from Stephen Lamacraft, Fund Manager at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - December 2014

Published on 14 Jan 15 by Guest  (2,243 views)

December update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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January Research Update

Published on 12 Jan 15 by Jason Chapman  (2,935 views)

View the latest Willis Owen news regarding our Research developments.
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Willis Owen Christmas Opening Hours - 2014

Published on 15 Dec 14 by Jason Chapman  (2,357 views)

Follow the link above to view our Christmas opening hours.
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Woodford Fund Round Up - November 2014

Published on 08 Dec 14 by Guest  (2,232 views)

November update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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2014 Autumn Statement Round Up

Published on 04 Dec 14 by Jason Chapman  (3,475 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Autumn Statement 2014

Published on 03 Dec 14 by Guest  (2,616 views)

View the latest news from the Autumn Statement and if you feel inclined, start a conversation or comment on the views of others.
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Woodford Fund Round Up - October 2014

Published on 12 Nov 14 by Guest  (2,446 views)

October update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Woodford Fund Round Up - September 2014

Published on 13 Oct 14 by Guest  (2,292 views)

September update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Willis Owen Tools Navigation Refresh

Published on 09 Oct 14 by Jason Chapman  (2,750 views)

It has just got easier to find your way around the Willis Owen Tools.
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A Guide to Investing for Women

Published on 26 Sep 14 by Guest  (2,212 views)

Our friends at BNY Mellon have broached the subject of Investing for Women and discuss the similarites and differences in the behaviour and approach to money between men and women.
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M&G Episode Balanced Fund update

Published on 24 Sep 14 by Jason Chapman  (2,971 views)

The M&G Episode Balanced Fund will be changing name with effect from 3 November 2014.
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Willis Owen Comments on Scotland’s Vote to Stay in the UK

Published on 19 Sep 14 by Jason Chapman  (5,500 views)

Willis Owen has today responded to the ‘No’ vote in the Scottish independence referendum. Commenting on the result
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Julie Dean to leave Schroders

Published on 10 Sep 14 by Jason Chapman  (2,263 views)

Julie Dean, fund manager of the Schroder UK Opportunities Fund has resigned from Schroders.
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Threadneedle UK fund manager change

Published on 09 Sep 14 by Jason Chapman  (2,227 views)

It has been announced that Simon Brazier, fund manager of the Threadneedle UK fund, and the fund's co-manager Blake Hutchins, left the firm on 3rd September 2014.
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Woodford's Russell Harrop leaves

Published on 05 Sep 14 by Jason Chapman  (2,449 views)

Yesterday saw the breaking news of the first senior departure from Woodford Investment Management.
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Woodford Fund Round Up - August 2014

Published on 04 Sep 14 by Guest  (2,190 views)

August update from Mitchell Fraser-Jones, Head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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AXA Framlington change pricing policy

Published on 31 Aug 14 by Jason Chapman  (4,022 views)

AXA Investment Managers UK Limited (AXA) has recently informed us that they will be converting funds from a dual-priced to a single priced basis.  These changes will be made to all AXA Framlington Unit Trusts in phases, with the first taking place on 8 September 2014.
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Woodford Fund Round Up - July 2014

Published on 05 Aug 14 by Guest  (2,267 views)

Nice article from Mitchell Fraser-Jones, head of Investment Communications at WoodfordFunds.com regarding the markets and their Equity Income fund.
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Axa Framlington Health Fund Manager Change

Published on 01 Aug 14 by Jason Chapman  (2,184 views)

Axa Framlington Health manager, Gemma Game has resigned from Axa Investment Managers.
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M&G Fund Name Change

Published on 23 Jul 14 by Jason Chapman  (2,425 views)

As of 8 August 2014 the M&G High Yield Corporate Bond Fund will be changing its name to the 'M&G Global High Yield Bond Fund'.
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Woodford unveils top 10 holdings

Published on 17 Jul 14 by Jason Chapman  (2,064 views)

So, the initial pre frenzy launch is over, the launch of the New Neil Woodford Fund (CF Woodford Equity Income Fund) has come and.. well, keeps going it would seem, 2.2 billion and counting.
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A unique e-magazine for investors

Published on 11 Jul 14 by Jason Chapman  (3,051 views)

DIY Investor Magazine delivers content from industry experts and commentators allowing you to make informed investment decisions and shape your own financial future
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Scottish independence - the challenges

Published on 04 Jul 14 by Guest  (3,978 views)

Hear from Azad Zangana, European Economist at Schroders regarding the upcoming Scottish Referendum.
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NISA - The 'Nicer ISA' is on the way

Published on 17 Jun 14 by Jason Chapman  (5,622 views)

The government announced at Budget 2014 that from 1 July 2014, ISAs (Individual Savings Account) will be reformed into a new simpler product, the ‘New ISA’ (NISA) with equal limits for cash, and stocks and shares.
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Modi’s mandate could invigorate India

Published on 21 May 14 by Guest  (2,970 views)

Hear from Craig Botham, Emerging Markets Economist at Schroders regarding the recent election in India.
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Jupiter Merlin Portfolios update

Published on 20 May 14 by Guest  (2,583 views)

We've received a valuable update and outlook from the Jupiter Independent Funds Team regarding the performance and positioning for Jupiter Merlin Portfolios.  
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Introducing the CF Woodford Equity Income Fund

Published on 15 May 14 by Jason Chapman  (6,490 views)

Star manager Neil Woodford has announced details of his much anticipated new venture. The new fund from one of the UK's most respected fund managers will launch on 2 June 2014. In preparation, we have obtained early details of this new fund.
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Neil Woodford Fund Manager Update

Published on 16 Apr 14 by Jason Chapman  (4,860 views)

Register your interest in Neil's imminent fund launch.
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Best Selling Funds in ISA Season 2014

Published on 11 Apr 14 by Jason Chapman  (2,333 views)

We thought you might like to see the most popular ISA season funds purchased in the first three months of 2014.
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2014 Budget Round Up

Published on 20 Mar 14 by Jason Chapman  (3,822 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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Latest Budget News

Published on 19 Mar 14 by Jason Chapman  (3,744 views)

View the latest news from the budget and if you feel inclined, start a conversation or comment on the views of others.
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Why do you invest in an ISA?

Published on 11 Mar 14 by Jason Chapman  (3,462 views)

We all know that when it come to investing some of your money, a good starting point is a tax efficient vehicle such as an ISA. 
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Cazenove funds renamed

Published on 05 Mar 14 by Jason Chapman  (2,771 views)

Following Schroders' acquisition of Cazenove Capital in July 2013, Schroders have been implementing a series of integrations to combine the two businesses.
As part of this integration, from 24 March 2014, Cazenove Capital funds will change their names as they combine funds onto a single administration platform.
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Five considerations for your ISA

Published on 26 Feb 14 by Jason Chapman  (2,864 views)

With the end of the tax year fast approaching, I thought i'd share some tips to help you make the most of your ISA allowance.
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Equity ISA v Cash ISA

Published on 17 Feb 14 by Jason Chapman  (5,134 views)

With the ISA deadline of 5th April fast approaching you need to act fast to keep your hard-earned cash from the taxman. You may also be asking yourself the usual question; should I save in a Cash ISA or Equity ISA?
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How's your economic outlook?

Published on 11 Feb 14 by Jason Chapman  (3,479 views)

New figures from Willis Owen reveal that although savers and investors are reporting a renewed confidence in the British economy, this isn’t translating into a greater appetite for financial risk.
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Play Space Competition Launch

Published on 05 Feb 14 by Jason Chapman  (2,355 views)

Put your fund picking skills to the test with our exciting Play Space competition and you could win one of our fabulous prizes.
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Help is on the way!

Published on 28 Jan 14 by Jason Chapman  (2,302 views)

Our 2014 Willis Owen ISA Guide is now at the printers and a FREE copy will be with our Willis Owen customers in the next couple of weeks.
But why wait? You can download a copy of the guide right now!
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Best Selling Funds for 2013

Published on 07 Jan 14 by Jason Chapman  (3,651 views)

We are often asked at Willis Owen ‘what are people buying these days?’ Whilst we support the fact that investors should purchase funds that meet their own investment risk and objectives, it’s always interesting to see what others are doing.
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Is good news on the way regarding CTF’s?

Published on 23 Dec 13 by Jason Chapman  (3,146 views)

Willis Owen have actively supported the removal of the restrictions surrounding Child Trust Funds and allowing parents to switch into JISA. We were hoping the Chancellor would bow to public pressure and make an announcement in the Autumn budget.. however perhaps he needed more time!
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Merry Christmas from all the team at Willis Owen

Published on 06 Dec 13 by Jason Chapman  (2,795 views)

Follow the link above to view our Christmas opening hours.
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Autumn Statement Round Up

Published on 06 Dec 13 by Jason Chapman  (2,792 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Breaking News: ISA Allowance to rise to £11,880

Published on 05 Dec 13 by Jason Chapman  (3,219 views)

In today's Autumn Statement the Chancellor has announced an increase in next tax year's ISA allowance to keep in line with the consumer price index.
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Willis Owen Customer Poll makes Headlines

Published on 04 Dec 13 by Jason Chapman  (2,378 views)

Following a recent poll regarding the industry rumour that lifetime ISA limits could be introduced, the overwhelming feeling of 'No' votes for this idea has made headlines.
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ISA Lifetime Cap - Have your say

Published on 25 Nov 13 by Jason Chapman  (2,232 views)

Reports suggest the Government is considering the introduction of a £100,000 lifetime cap on ISA holdings.  Would you support or oppose this cap?
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Calls for Cash ISA allowance to be doubled

Published on 20 Nov 13 by Jason Chapman  (3,818 views)

A proposal by the Building Societies Association (BSA) is calling for the Cash ISA allowance to be doubled to £11,520 to put it in line with Stocks and Shares ISAs.
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Is a lifetime cap on your ISAs on the way?

Published on 30 Oct 13 by Jason Chapman  (7,091 views)

It may be time to act now to defend your ISA allowance before the Government reviews another taxation policy.
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ISA limit ‘expected’ to rise to £11,880

Published on 23 Oct 13 by Jason Chapman  (3,643 views)

The formula, linked to last month's inflation, could mean a rise to £11,880 for the next tax year.
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Neil Woodford Funds - Under Review by OBSR

Published on 16 Oct 13 by Jason Chapman  (4,125 views)

Following the announcement that Neil Woodford will leave Invesco Perpetual in April 2014, Morningstar OBSR has placed the Morningstar OBSR Analyst Ratings of the funds he actively manages Under Review.
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Welcome

Published on 02 Oct 13 by Jason Chapman  (40,795 views)

Well, we finally got round to it. We've wanted to do it for ages but somehow never managed to put fingers-to-keyboard until now....so, drum-roll please, welcome...
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Welcome to Play Space

Published on 02 Oct 13 by Jason Chapman  (2,330 views)

Willis Owen is please to announce the launch of Play Space, a straightforward, yet, sophisticated service that enables you to build and track prospective funds or whole portfolio’s for potential future investment.
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Child Trust Fund to Junior ISA consultation update

Published on 02 Oct 13 by Jason Chapman  (4,354 views)

A big thanks to all of our customers who provided feedback to the Government Child Trust Fund consultation regarding the possibility of allowing the transfer of savings from a Child Trust Fund to a Junior ISA.
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