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.

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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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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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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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

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

  • 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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Woodford the worst since Brexit vote as UK investors miss out by “backing Britain”

Published on 21 Jun 19 by Adrian Lowcock

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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Equity Income funds: don’t throw the baby out with the bath water

Published on 19 Jun 19 by Adrian Lowcock

  • 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

  • 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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Latest Investment Association statistics reveal even ISA season cannot reverse outflows from the UK

Published on 06 Jun 19 by Adrian Lowcock

  • 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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Willis Owen shares the best and worst-performing sectors and funds in May 2019

Published on 03 Jun 19 by Adrian Lowcock

  • 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

  • Eight of the worst-performing UK funds of 2018 recovered by up to 19% this year1

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Investing for 10 years generated a positive return 98% of the time

Published on 21 May 19 by Adrian Lowcock

  • 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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UK adults would invest £35bn more a year if investment products were more transparent

Published on 01 May 19 by Adrian Lowcock

  • Welsh adults are most deterred from investing by lack of clarity from investment management industry1

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Sell in May adage makes no sense for investors, Willis Owen says

Published on 25 Apr 19 by Adrian Lowcock

  • Analysis shows staying invested and reaping dividend rewards enhanced returns by 40% over last 33 summers

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

Published on 17 Apr 19 by Adrian Lowcock

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

New analysis by Willis Owen reveals how star fund managers can underperform when they move into new roles. 

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Early bird investors do catch the worm, Willis Owen research reveals

Published on 01 Apr 19 by Adrian Lowcock

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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Analysis by Willis Owen reveals actively-managed funds significantly outperform passives

Published on 21 Mar 19 by Adrian Lowcock

Analysis shows only two index funds rank in top 50 performers over three and five years

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Willis Owen welcomes exit fee ban

Published on 14 Mar 19 by Adrian Lowcock

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

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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

  • 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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