Portfolio management

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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Equity income is a get rich slowly approach to investing

Published on 27 Jun 19 by Adrian Lowcock  (37 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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Clash of the tax-efficient titans

Published on 20 Jun 19 by Adrian Lowcock  (41 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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How to take control (of your finances) in uncertain times

Published on 25 Mar 19 by Adrian Lowcock  (154 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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If it’s too good to be true…how to spot a scam

Published on 12 Mar 19 by Adrian Lowcock  (234 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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Ethical Investing: It is no longer about sacrificing returns for principles

Published on 01 Oct 18 by Adrian Lowcock  (1,351 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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Are we there yet?

Published on 25 Jun 18 by Guest  (1,886 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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Modern media – and making money...

Published on 26 Mar 18 by Guest  (1,374 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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Finding the right formula

Published on 12 Sep 17 by Guest  (1,437 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  (2,011 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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The belief in value investing

Published on 13 Jun 17 by Guest  (1,386 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  (1,485 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  (1,925 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  (2,485 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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Infrastructure Q&A with Architas

Published on 17 May 17 by Guest  (1,478 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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Building an income from infrastructure

Published on 05 May 17 by Fiona Liu  (1,558 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  (1,955 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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The foundations of investing in infrastructure

Published on 31 Mar 17 by Fiona Liu  (1,495 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  (2,199 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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Winning at the loser's game: a strategy for absolute return investing

Published on 03 Mar 17 by Guest  (2,736 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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Absolute Return Funds - reducing the risk but what about the returns?

Published on 03 Feb 17 by Liz Rees  (2,940 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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Back to basics

Published on 04 Jan 17 by Guest  (3,694 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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Lifting the lid on Multi Asset Funds

Published on 08 Dec 16 by Liz Rees  (2,371 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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Making renting right

Published on 28 Sep 16 by Guest  (1,674 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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The case for global income

Published on 16 Sep 16 by Liz Rees  (2,289 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  (3,265 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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Are property funds still worth considering?

Published on 12 Aug 16 by Fiona Liu  (2,669 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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Investment grade bonds to party on

Published on 03 Aug 16 by Liz Rees  (2,191 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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The Fixed Interest Sector: is it still a safe haven for income seekers?

Published on 06 Jul 16 by Liz Rees  (4,565 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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Yielding Income: A Sector in Focus

Published on 10 Jun 16 by Fiona Liu  (2,782 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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ISA Allowance Poll

Published on 08 Apr 16 by Jason Chapman  (1,857 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  (3,240 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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Is the biggest risk to take no risk at all?

Published on 14 Mar 16 by Liz Rees  (2,630 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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Is there a role for emerging markets funds in the future?

Published on 18 Feb 16 by Fiona Liu  (3,029 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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Lost in translation- how currencies can affect investment returns

Published on 05 Feb 16 by Liz Rees  (2,549 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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2016 New Year Resolutions for you to stick with

Published on 04 Jan 16 by Jason Chapman  (2,110 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  (3,415 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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Reaping the rewards of diversification

Published on 07 Dec 15 by Liz Rees  (2,728 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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Is there a road to recovery for commodities?

Published on 21 Oct 15 by Fiona Liu  (3,060 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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Investing with a conscience - do ethical funds make successful investments?

Published on 29 Sep 15 by Liz Rees  (2,477 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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Passive Funds - worthy of a place in your portfolio?

Published on 04 Sep 15 by Liz Rees  (2,679 views)

We look at the different types of passive funds and explain the advantages and disadvantages compared with active funds.
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Junior ISAs - Saving for the future

Published on 12 Aug 15 by Liz Rees  (2,463 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  (2,738 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  (3,002 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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The world of investment trusts

Published on 04 Jul 15 by Liz Rees  (4,973 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  (2,439 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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Introducing the concept of risk

Published on 08 Jun 15 by Liz Rees  (2,059 views)

Liz Rees our new Head of Research introduces the concept of risk.
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Attitudes to risk

Published on 28 Apr 15 by Jason Chapman  (2,930 views)

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

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Attitudes to savings and investment

Published on 07 Apr 15 by Jason Chapman  (3,841 views)

We've commissioned a leading national polling firm to understand the nation’s attitudes to savings and investment.
read more

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Your economy, your finances…your outlook

Published on 26 Mar 15 by Jason Chapman  (2,963 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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QE in an unequal world

Published on 24 Feb 15 by Guest  (3,165 views)

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

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A Guide to Investing for Women

Published on 26 Sep 14 by Guest  (2,045 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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A unique e-magazine for investors

Published on 11 Jul 14 by Jason Chapman  (2,893 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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Why do you invest in an ISA?

Published on 11 Mar 14 by Jason Chapman  (3,205 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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Five considerations for your ISA

Published on 26 Feb 14 by Jason Chapman  (2,778 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  (4,862 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  (3,302 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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