Press releases

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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‘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  (21 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  (13 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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Gold Shines whilst Technology continues to perform

Published on 01 Aug 19 by Adrian Lowcock  (78 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  (74 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
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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  (80 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  (67 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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Woodford the worst since Brexit vote as UK investors miss out by “backing Britain”

Published on 21 Jun 19 by Adrian Lowcock  (114 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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Equity Income funds: don’t throw the baby out with the bath water

Published on 19 Jun 19 by Adrian Lowcock  (113 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  (109 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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Latest Investment Association statistics reveal even ISA season cannot reverse outflows from the UK

Published on 06 Jun 19 by Adrian Lowcock  (90 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
read more

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

Published on 03 Jun 19 by Adrian Lowcock  (93 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
read more

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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  (95 views)

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

Published on 01 May 19 by Adrian Lowcock  (153 views)

  • 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  (122 views)

  • 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  (142 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  (132 views)

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

Published on 21 Mar 19 by Adrian Lowcock  (732 views)

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  (289 views)

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

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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  (426 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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UK smaller companies, global and emerging markets offer great JISA potential

Published on 22 Feb 19 by Adrian Lowcock  (314 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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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  (443 views)

  • Best-performing ISA fund has made 2,448% return
  • China/Greater China sector has delivered 771.8%
read more

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ISA ideas 2019

Published on 13 Feb 19 by Adrian Lowcock  (236 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  (314 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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Latest IA statistics reveal a slump in fund sales as investors avoid volatile and risky markets.

Published on 07 Feb 19 by Adrian Lowcock  (303 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
read more

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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  (430 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  (1,097 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
read more

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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  (431 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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Give your finances a January Detox

Published on 07 Jan 19 by Adrian Lowcock  (424 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  (401 views)

Retail investors complain of lack of clarity from the investment management industry 
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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  (353 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
read more

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Five financial gifts for children at Christmas

Published on 17 Dec 18 by Adrian Lowcock  (402 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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Willis Owen shares the best and worst-performing sectors and funds in 2018

Published on 10 Dec 18 by Adrian Lowcock  (573 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.
read more

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Willis Owen says ‘Brexit hysteria’ means UK equities are undervalued

Published on 05 Dec 18 by Adrian Lowcock  (557 views)

Willis Owen believes concerns around Brexit mean that from a long-term perspective, UK equities are undervalued.  
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One in five JISA accounts to top £40,000

Published on 04 Dec 18 by Adrian Lowcock  (582 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  (436 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.
read more

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Willis Owen shares three investment trusts on big discounts for Black Friday

Published on 23 Nov 18 by Adrian Lowcock  (441 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  (435 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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Black Friday – How to invest for the online retail revolution

Published on 16 Nov 18 by Adrian Lowcock  (555 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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Nearly half of UK JISA investors are saving for higher education

Published on 14 Nov 18 by Adrian Lowcock  (519 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  (1,780 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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Willis Owen provides reaction to the 2018 Budget and explains the impact for savers and investors

Published on 29 Oct 18 by Adrian Lowcock  (422 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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Emerging Market sentiment ‘improving’ according to Willis Owen confidence survey

Published on 23 Oct 18 by Adrian Lowcock  (552 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.
read more

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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  (512 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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Analysis shows absolute return funds only provide short-term defence against volatility

Published on 12 Oct 18 by Adrian Lowcock  (399 views)

Recent volatility on global financial market may have spurred investors to consider taking refuge in absolute return funds.
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Best and worst-performing sectors and funds in September 2018

Published on 01 Oct 18 by Adrian Lowcock  (911 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  (522 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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Willis Owen shares Fund picks for Ethical investment week

Published on 24 Sep 18 by Adrian Lowcock  (1,315 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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Truth of ‘Sell in May’ adage set to return

Published on 14 Sep 18 by Adrian Lowcock  (802 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.
read more

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S&P 500 hits longest bull-run in history

Published on 14 Sep 18 by Adrian Lowcock  (1,784 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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10 Years after Lehman’s

Published on 12 Sep 18 by Adrian Lowcock  (1,753 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
read more

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Best and worst-performing sectors and funds in August 2018

Published on 01 Sep 18 by Adrian Lowcock  (482 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
read more

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The Care ISA is an ill-thought-out idea

Published on 21 Aug 18 by Adrian Lowcock  (557 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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