Press releases

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.

Willis Owen enters UK cash savings market with Raisin.co.uk

Published on 23 Jun 20 by Adrian Lowcock

Willis Owen, one of the UK’s largest online investment platforms, is pleased to announce the launch of Smart Savings in partnership with the leading FinTech cash savings service Raisin UK.

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Coronavirus crisis: Three funds caught up in the sell-off to buy for the long-term

Published on 06 Apr 20 by Adrian Lowcock

The dramatic falls seen across equity markets are creating opportunities for bargain hunters with a long-term investment horizon

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Willis Owen reveals the best & worst sectors and funds in March 2020.

Published on 01 Apr 20 by Adrian Lowcock

  • UK Gilts only asset class to deliver positive returns in March
  • UK markets worst performers
  • Energy funds see 40%+ falls due to double whammy of the oil price war and coronavirus

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Three funds I am buying in my 2020 ISA

Published on 27 Mar 20 by Adrian Lowcock

It is important to make investment choices based on your goals and not on the short-term noise that often permeates stock markets. 

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The five most powerful tools to help investors in a crisis

Published on 27 Mar 20 by Adrian Lowcock

Crisis are always different, they have a different effect on the economy and indeed stockmarkets. It is because of this that we often feel like this time is different to previous crisis. 

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Coronavirus leaves pension savers facing painful ‘dividend shock’

Published on 25 Mar 20 by Adrian Lowcock

Pension savers are facing a painful dividend shock as a result of the Government’s decision to forcibly close millions of businesses, according to Adrian Lowcock, head of personal investing at Willis Owen.

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UK stock market at risk of “worst month on record” as volatile shares sell-off again

Published on 21 Mar 20 by Adrian Lowcock

  • UK markets on course for worst month on record
  • Global markets on course for third worst month ever
  • However, holding stocks for 10-year periods has historically been a very successful strategy, meaning investors should stay the course if possible

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Willis Owen calls for ISA’s to be simplified

Published on 03 Mar 20 by Adrian Lowcock

If the ISA is going to survive as the phenomenal success story of modern UK consumer finance that it is, it needs to change and simplify, says Willis Owen. 

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Panic selling: Five investment tips to help cope with crises’ like coronavirus

Published on 03 Mar 20 by Adrian Lowcock

Being an investor when markets turn tough like recent weeks is stressful, there is no denying it. But it needn’t be a disaster for you or your portfolio.

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Ethical ISA Ideas 2020

Published on 26 Feb 20 by Adrian Lowcock

The UK, Japan and emerging markets offer investors attractive options this ISA season, Willis Owen says
  • Fund picks include Merian UK Mid Cap, Man GLG Japan Core Alpha and Lazard Emerging Markets

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Hunting for growth in 2020 - The UK, Japan and Asia offer investors attractive options

Published on 24 Feb 20 by Adrian Lowcock

  • Fund picks include First State Asia Focus, Merian UK Smaller Companies and Baillie Gifford Japanese Income Growth 

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Coronavirus fears hit global markets in January

Published on 03 Feb 20 by Adrian Lowcock

  • UK Gilts offered investors a safe haven in January
  • Chinese, Asian and Japanese markets suffered on Corona Virus fears
  • Energy funds also hurt after oil price collapse

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Willis Owen hires Head of Digital to enhance customer experience

Published on 29 Jan 20 by Adrian Lowcock

  • Willis Owen appoints Head of Digital
  • Alex Rees previously worked at BNP Paribas and Ocado
  • Rees appointed to develop Willis Owen’s digital strategy

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New Year of the White Rat - a good moment for investors in China?

Published on 20 Jan 20 by Adrian Lowcock

  • 2019 was tough thanks to US/China trade war, global slowdown and government policy hangovers
  • 2020 should be more steady, with possible trade deals, a stabilising global economy and other factors helping
  • Expect more stimulus to support growth targets, but this will be more selective

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Think carefully before leaving it in cash: Four fund ideas for Woodford investors

Published on 10 Jan 20 by Adrian Lowcock

After over 7 months the LF Equity Income fund, formerly known as the LF Woodford Equity Income fund, is due to begin selling investments and returning money to investors.  

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Willis Owen reveals the best & worst sectors and funds over the past decade

Published on 02 Jan 20 by Adrian Lowcock

  • Technology led global markets over the past decade
  • Top ten performing funds are a mix of technology focused, Japanese small cap and UK Smaller companies
  • Energy funds took half of the top 10 worst performers 

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Willis Owen’s outlook for 2020

Published on 10 Dec 19 by Adrian Lowcock

Take a look at Willis Owen’s outlook for 2020

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How to give your finances a January detox

Published on 04 Dec 19 by Adrian Lowcock

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

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

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

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

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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

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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Will this year’s General Election spark a Santa Rally

Published on 27 Nov 19 by Adrian Lowcock

  • 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. 

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Three investment trusts on big discounts for Black Friday

Published on 20 Nov 19 by Adrian Lowcock

Adrian Lowcock, Head of personal investing, Willis Owen shares three investment trusts on big discounts for Black Friday.

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Best performing Junior ISA Funds

Published on 21 Oct 19 by Adrian Lowcock

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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Does the winner of the General Election affect markets?

Published on 09 Oct 19 by Adrian Lowcock

  • 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

  • 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

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Should investors fear ‘red’ October

Published on 04 Oct 19 by Adrian Lowcock

  • 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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Willis Owen reveals why you should be bean counting this International Coffee Day

Published on 01 Oct 19 by Adrian Lowcock

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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2019 Rugby World Cup: Fantasy Fund Manager, who has made the Willis Owen Squad

Published on 23 Sep 19 by Adrian Lowcock

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.

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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

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.

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

Published on 09 Sep 19 by Adrian Lowcock

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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Investors pull £1.2bn out of the UK as Brexit uncertainty and global growth concerns weigh

Published on 05 Sep 19 by Adrian Lowcock

  • 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.

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Gold Shines whilst Technology continues to perform

Published on 01 Aug 19 by Adrian Lowcock

  • 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

  • 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

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