brokers

Empowering the DIY Investor

An ever increasing number of people are taking control of their financial affairs and online platform technology is the enabler, delivering levels of sophistication that were once the preserve of City professionals at affordable prices.

Investors can research companies, create watch lists, select an account type, trade on countless international exchanges at the click of a mouse, and build and monitor a diverse portfolio of investments – often at a cost of just a few pounds a month.

Options ranging from equity execution only (XO) brokers through to those offering far greater choice in terms of investments and available support.

Direct to consumer (D2C) platforms vary greatly so it is important to find the best combination of functionality and price for your individual requirements.

Selecting a DIY Online Broker

Selecting an Online Broker

  Internet technology has revolutionised personal investing, bringing information, data and trading technology to a mass audience. Now the DIY investor is accustomed to the ability to research companies, buy and sell investments on a computer or mobile device in markets around the world and be able to monitor the performance of their portfolio in real time. Online stockbrokers have been around for a decade and a half now and there are a number of things to consider when selecting the right one for your personal circumstances and the financial instruments you wish to trade. Terms used to describe the various types of platform such as ‘execution-only (XO) stockbroker’, ‘fund supermarket’, ‘discount broker’, ‘wrap platform’, ‘direct to consumer (D2C) platform’ are often used interchangeably, but the common threads are the ability for an individual to open a personal account or accounts, and trade and monitor their own investments.   online broker       Read more          

Interview with Baroness Bowles & Baroness Altmann on cost disclosures

Investing Basics: What to do if your portfolio is cluttered up with too many ETFs

Emerging Market Prospects for 2024

Saving Face: 33% of those in debt blame savings habits 

Money Basics: When to save and when to invest

Investing Basics: Getting started

Money Basics: Why you’re scared of losing money

Money Basics: Savings goals for thirty-somethings

Investing Basics: Making it personal

abrdn Asia Focus: Manager update video

Keys to DIY investing success!

My five do’s and don’ts for first-time investing

Investing Basics: What are investment funds?

Investing Basics: The 100 Minus Age Rule

DIY Investing Rules, OK? The Rule of 70.

Investing Basics: A beginners guide to investing

Investing Basics: Seven tips for the DIY investor

Investing Basics: What are investment trusts?

Money Basics: Why save into a pension?

My 5 rules for long-term investing – Cassie, 27

Investing Basics: Five simple investing rules

Money Basics: Three Golden Rules of money management 

Investing Basics: The 10% Investment Rule

Money Basics: Financial rules of thumb

abrdn New Dawn Investment Trust: Manager update video – May 2023

DIY Investing: Keep calm and carry on – Part 2

DIY Investing: Keep Calm and Carry on – Part 1

abrdn Property Income Trust: Manager update video – May 2023

Hunting for ”30 baggers” – how the UK beat the US

Money Basics: Spring clean your finances

Value and growth, and why both matter

Protecting your portfolio from inflation: the Asia angle

BlackRock Energy & Resources Income – targeting the heart of the global economy

Using investment trusts for income

Manager update video: abrdn Equity Income Fund

Shires Income – Manager update video

abrdn Japan Investment Trust – Manager update

An introduction to Aurora DIY Investing

WHY SOCIAL MEDIA IS BAD FOR YOUR INVESTMENTS 

Income trusts for 2023 and big discounts that catch my eye

Kepler Trust Intelligence income and growth event: Brunner

Podcast: Trust issues #4 – why are UK stocks so cheap?

The Merchants Trust – executive interview

Interview: Roger Clarke, IPSX CEO

Podcast: the future of crypto and digital assets

A snapshot of the global economy in March 2022

Podcast: how we beat inflation in the 1970s – now can we do it again?

How is the energy transition sector faring so far in 2022?

Should you always believe in gold?

Fidelity Special Values added to AJ Bell Select List

Fidelity China Special Situations added to AJ Bell Select List

Putin’s Next Trick: What investors should do now

A look back at 2021 and what to expect in 2022

Embracing AI Investment opportunities in 2022

Digital healthcare revolution coming ‘fast and furious’

Opportunities abound in cheap UK market

Japan: the next generation of growth

Global Perspectives Podcast: ESG is more than a score

Connected Investor Podcast: Thoughts around rising inflation fears

John Wyn-Evans, Investec – Edison’s bull/bear game

Slides and Audio: JPMorgan Smaller Companies

A payment system lifting thousands out of poverty

Investment solutions for net-zero: putting theory into practice

ESG conversation one: Dentsu

Neil Shah, Edison Group – Edison’s bull/bear game

Hydrogen: Rising fast in the global energy mix

Andy Brough, Schroders: Edison’s bull/bear game

David Buik: Edison’s bull/bear game

DIY investing: What makes for a happy retirement?

DIY investing: Your choice, your know how

DIY investing: What could you learn in two minutes?

Why should investing be at the top of your to do list?

Investing basics: Stocks and shares ISA

Investing Basics: ETFs

Investing Basics: Bonds

Investing Basics: Fundamental Analysis

Investing Basics: Stocks and shares

Investing Basics: Mutual Funds

Focus on Funds: What is a multi asset fund?

Introducing Supermarket Income REIT

Introducing Strawberry Invest

Stocks and Shares ISAs Explained

Introducing Strawberry Invest

Open a Stocks and Shares ISA

25th


Apr

Equity update: WH Smith, Sainsbury’s, AstraZenica and more

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25th


Apr

Interview with Baroness Bowles & Baroness Altmann on cost disclosures

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24th


Apr

The bond fund giving investors a smooth ride

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24th


Apr

Equity update: Meta, Pepsi and more

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24th


Apr

More than half of UK adults anticipate lower retirement standards compared to previous generations

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23rd


Apr

Comment:  FTSE 100 pushes to record highs

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23rd


Apr

Surprisingly strong dollar forces investors to re-think

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23rd


Apr

Confusion over pension transfers leaves UK savers locked in

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22nd


Apr

Investing Basics: Investing in infrastructure

Seeking income: Fiona Liu of Willis Owen looks at what to consider when investing in infrastructure

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20th


Apr

QD View – Navigating a sticky situation

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20th


Apr

Comment: Lloyds share price unlikely to hit £1 in 2024

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20th


Apr

420 Day: Is it worth investing in cannabis?

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19th


Apr

Will gold prices fall soon?

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18th


Apr

Equities update: Just Eat delivers

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18th


Apr

42% of UK retail investors rely on their own research or ‘star’ investors for inspiration

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17th


Apr

Brits cry out for Pots for Life, but a crisis of confidence looms

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16th


Apr

What goes down must come up? 

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16th


Apr

10 quotes that explain the stock market

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15th


Apr

Relief rally beware: Middle East risk could hit your wealth

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14th


Apr

Investing Basics: ISA or a LISA?

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14th


Apr

A head scratcher 

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12th


Apr

The leading Japan fund we’ve just bought

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11th


Apr

Retail investors are bullish on market prospects after elections

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10th


Apr

Equities Update: Retailers lead solid gains for FTSE while US inflation comes in hot

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10th


Apr

Investing Basics: Investing in commodities with investment trusts

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10th


Apr

Behavioural Finance: Part 3 – Thinking outside the herd to give you the edge

How successful traders avoid emotional decision making and resist following the herd

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10th


Apr

Apple & Tesla: The Non-Magnificent of the Seven

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10th


Apr

UK retail investors buying ‘shovels’ amid AI gold rush 

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9th


Apr

Behavioural Finance: Part 2 – staying humble can give you the edge

Behavioural finance is now a familiar term in the world of finance, but how can you its principles

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8th


Apr

Behavioural Finance: Part 1 – how knowing your brain can give you the edge

Keep your head when all about are losing theirs; implement a long-term investing strategy to take

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7th


Apr

The pension pot puzzle – should you consolidate?

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5th


Apr

Gold hits record high – 2 surprising reasons why

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3rd


Apr

Seoul searching

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3rd


Apr

Tesla’s poor figures are a warning sign for ALL investors

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3rd


Apr

Q2 Outlook | 2024: The wasted year

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31st


Mar

Investing Basics: What are Multi Asset Funds?

An overview of the Multi Asset sector from Liz Rees, Head of Research, Willis Owen

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30th


Mar

Finance Expert Warns Brits of Potential Financial Scams This Bank Holiday Weekend

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26th


Mar

A lack of guidance: a quarter of consumers feel neglected by their pensions and investment providers

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25th


Mar

InvestEngine ETF portfolio experience

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25th


Mar

Thiel, Bezos and Zuckerberg stock sales offer lessons to investors

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25th


Mar

Gold hits record high; why 2024 might be the time to buy

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24th


Mar

Investing Basics: How much time should you spend on your investments?

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22nd


Mar

Don’t stop believing

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22nd


Mar

Comment: Experts react to interest rate decision

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21st


Mar

QD view – Does the UK market need more than the best of British?

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21st


Mar

Investing Basics: Getting ready and retirement planning

Careful planning and understanding spending patterns can help to ensure your money lasts

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20th


Mar

Dividend Heroes for your ISA?

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20th


Mar

Investing Basics: What age can I retire?

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19th


Mar

Why transparent investing really matters

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18th


Mar

European momentum and a China alternative

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17th


Mar

QD view – Does the UK market need more than the best of British?

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16th


Mar

A snapshot of the global economy in March 2024

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16th


Mar

Comment: ‘Emerging market currencies squeezed until Q3’

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15th


Mar

Comment: Magnificent Seven stocks ‘look cheap’

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15th


Mar

44% of Britons believe they will retire before the current retirement age

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14th


Mar

The US economy is defying gravity

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13th


Mar

Comment: ‘An imminent rate cut seems unlikely’

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13th


Mar

Top three things to know about a Knowledge Intensive (KI) EIS

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13th


Mar

Maximising your allowances before tax year end

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12th


Mar

Crypto ETNs: Comment

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12th


Mar

Monthly markets review February 2024

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12th


Mar

Looking for undiscovered growth stories: Fidelity Japan

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11th


Mar

Educating Your Children About Money: 28% of Parents say they still bail children out past 25

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10th


Mar

Ready, steady, go

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10th


Mar

QD View: Clash of the titans

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6th


Mar

Empowering women in finance: Saxo sees 57% surge in female clients

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5th


Mar

Items most likely to be on UK investors’ budget day wish list

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4th


Mar

UK’s Largest Pension Scheme Warns Against Overreaching Government Reforms

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3rd


Mar

Investing Basics: Funds-how to pick the right ‘share class’

How to avoid unnecessary fess and charges and get the returns you want.

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3rd


Mar

The 32 investment trusts that would have made you a million

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29th


Feb

Catch a falling star

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29th


Feb

Equities update: Leap years are usually good for investors…here’s why

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28th


Feb

Millennial Money Moves: Smart Investment Strategies for a New Generation

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28th


Feb

Equities latest: Aston Martin stuck in neutral

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28th


Feb

Investing Basics: Building Assets With ETFs

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28th


Feb

Property investors bullish for the year ahead despite lingering challenges

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27th


Feb

Demand for bonds soars as investors look ahead to rate cuts

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27th


Feb

Equity update: Smith & Nephew showing signs of recovery beating expectations 

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27th


Feb

Comment: Can we expect tax cuts in the Spring Budget?

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26th


Feb

Guest Post: A Holistic Guide to Rethinking Your Money Mindset

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26th


Feb

Most UK adults believe the concept of retirement is dying out 

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26th


Feb

Comment: Thoughts on the Magnificent Seven

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24th


Feb

Two Japanese funds on our radar

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24th


Feb

Investing Basics: Five simple investment rules

Investing for the first time can be daunting, but here are five simple investment rules to get you

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23rd


Feb

Market highs expected to give way to volatility

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23rd


Feb

Nvidia reasserts its place in the Magnificent 7; Equity update

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22nd


Feb

Themes for your ISA in 2024

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21st


Feb

Commentary: Beyond saving, the need to invest for a secure retirement

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21st


Feb

‘Fixed-income securities are looking like an outstanding asset for this year’

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21st


Feb

FTSE in the red as earnings disappoint

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19th


Feb

When will investors appreciate European Equities lower valuations

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19th


Feb

Nvidia now fourth biggest company in the world; have new investors missed the boat?

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19th


Feb

Rising noise levels in markets test investors

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15th


Feb

Navigating a Recession: The crucial role of banks in proactive individual support 

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15th


Feb

Insight on Nvidia

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14th


Feb

The Role of AI in Revolutionising Financial Consulting 

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14th


Feb

Equity update

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14th


Feb

Inflation sticky at 4%: Experts react

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13th


Feb

Positive momentum for risk assets in Q1

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13th


Feb

One in three UK households not confident in being able to afford their energy bills

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13th


Feb

Coca-Cola fizzes after reporting  

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12th


Feb

interactive investor ISA millionaires jump to record 1,001

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12th


Feb

Energy transition – investment megatrend of 2024?

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12th


Feb

11 million working-age Britons have less than £1,000 in savings

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10th


Feb

Range anxiety

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10th


Feb

What can investors learn from the Rugby World Cup?

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9th


Feb

Commentary: Japanese Markets and Nippon TV

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9th


Feb

ESG: More than the Guardian-reading, TikTok-wielding, tofu-eating ‘Wokerati!’

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8th


Feb

eToro: Talking equities

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8th


Feb

On the Road: Australia

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8th


Feb

China fastest deflation in 15 years poses risks for investors globally

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7th


Feb

Bring some ying-yang into your portfolio in 2024

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6th


Feb

Chinese New Year – History tells us the Year of the Dragon could lift Chinese market out of slump

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6th


Feb

Tesla And The Future Of Electric Cars

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5th


Feb

£1 trillion sitting in accounts earning less than 2%

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5th


Feb

‘India stock market rally needs careful approach by investors’

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3rd


Feb

iBonds: a major breakthrough in bond ETFs?

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3rd


Feb

Extra chips with that

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2nd


Feb

FTSE 250: Time to give up?

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1st


Feb

Bank of England decision on rates reveals its ‘failure’

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1st


Feb

“BoE awaits confidence inflation is vanquished” – interest rates held at 5.25%

Read More

1st


Feb

6 predictions for fintech in 2024

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31st


Jan

Investment Trust Ratings 2024: Who’s in and who’s out?

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31st


Jan

What investors can learn from the football transfer market

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30th


Jan

Big Tech Earnings – pivotal reporting season for investors

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30th


Jan

Meta, Apple, Amazon: Earnings Preview 

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30th


Jan

European Growth Manager Insights on Markets H12024

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29th


Jan

Alphabet and Microsoft: Are we entering ‘overbought’ territory?

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29th


Jan

Younger and leaner post-acquisition: Taylor Maritime Investments

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29th


Jan

Seven investing lessons from Arnold Schwarzenegger 

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29th


Jan

Only a quarter of Brits invested in 2023

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29th


Jan

Rising Middle East tensions spur investors into action

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27th


Jan

January insight: Mixed start to 2024

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27th


Jan

Heading to the polls

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25th


Jan

Share the wealth, Xi…

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25th


Jan

Higher interest rates led to UK banks paying more dividends than any other sector

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24th


Jan

Markets are in the doldrums but retail investors are raring to go

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24th


Jan

Expert commentary from equity markets

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24th


Jan

Comment: Netflix, Tesla and Wall Street’s record highs

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23rd


Jan

Cost of living crisis hits Bank of Mum and Dad

Read More

22nd


Jan

Investing Basics: How to avoid emotional investing

Emotion can be your enemy; understanding is key to being a disciplined and profitable investor

Read More

21st


Jan

QD view – Should I stay or should I go?

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20th


Jan

Why risk money on the stock market when cash seems safer?

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19th


Jan

Top of the pops

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19th


Jan

Comment: US stockmarket opportunities and multi-asset

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18th


Jan

The Big Issues: Social ventures and charities

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17th


Jan

Stocks slide as early rate cut hopes fade

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17th


Jan

‘The battle is far from over’ – Experts respond to surprise uptick in inflation

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16th


Jan

AI boom adds another string to Experian’s bow

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16th


Jan

Ocado delivers best ever Christmas numbers to end 2023 in the black

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15th


Jan

Facing the future without fear

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15th


Jan

December’s most popular funds, trusts and ETFs

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13th


Jan

‘Company earnings will continue to be good’

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12th


Jan

Definitely maybe

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12th


Jan

UK economy rebounds in November

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11th


Jan

Investing Basics: A complete guide to investing in alternative assets

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10th


Jan

Survey reveals shocking financial literacy gap among Brits

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10th


Jan

Retail investors boost cash holdings to capitalise on peak rates

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9th


Jan

The sector that dominated the Santa rally

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9th


Jan

Comment: Mortgage rate cuts

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9th


Jan

QD view – Our analysts’ top picks for 2024

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9th


Jan

Investment and retirement considerations for the self employed

You might enjoy being in charge of your own work, but you could pay for this freedom in other ways

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8th


Jan

Delivering a steady income in an uncertain world

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8th


Jan

Full steam ahead for London’s IPO Markets in 2024!

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8th


Jan

3 Ways to Protect Your Finances from AI Fraudsters

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7th


Jan

Ditching the crystal ball

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6th


Jan

Quarterly markets review – Q4 2023

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5th


Jan

Probably better asking an octopus…

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5th


Jan

What’s the future of Magnificent Seven tech stocks in 2024?

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4th


Jan

Diversification In Your Investment Portfolio 

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4th


Jan

How does the Super League decision affect investors?

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3rd


Jan

Royal Mint reports ‘flight to safety’

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1st


Jan

Outlook 2024: Private markets strategy

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1st


Jan

Investing Basics: Six biggest mistakes ETF investors make

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31st


Dec

Truly active approach and go-anywhere mandate: Fidelity Emerging Markets

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31st


Dec

UK markets: opportunities to make or lose money

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31st


Dec

Outlook 2024: Multi-asset strategy

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31st


Dec

Outlook 2024: Equities in the age of the 3D Reset

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30th


Dec

This time it’s different

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30th


Dec

Alternative investments: A comic collector tells a funny story

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29th


Dec

The future is here: Megatrends shaping the investment landscape

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29th


Dec

QD view – An update on the charges disclosure problem

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28th


Dec

What the ABC’s of 2023 can teach us about investing in 2024

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28th


Dec

Man in the mirror

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28th


Dec

Outlook 2024: Fixed income strategy

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26th


Dec

Outlook 2024: Equity Strategy

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26th


Dec

‘Swiftonomics’ and global GDP

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25th


Dec

Outlook 2024: Macro view – targeting opportunities

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24th


Dec

QD – review of the year

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24th


Dec

A snapshot of the global economy in December 2023

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23rd


Dec

The best performing investment trust of 2023 (so far)

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22nd


Dec

Is greed good?

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21st


Dec

‘What can we expect from markets in 2024?’

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20th


Dec

Employee Share Plans Update – December 2023

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20th


Dec

1 in 6 Brits don’t know how much is going into their pension

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20th


Dec

Commentary: UK inflation falls sharply

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19th


Dec

Heroes: ‘Tis the Season of Goodwill to All, provided they are white and straight!

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19th


Dec

Investing Basics: Five key things to consider when investing in funds

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18th


Dec

The top 10 most popular stocks averaged a return of 67% over 2023

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17th


Dec

Is Gen Z turning against western civilisation?

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16th


Dec

Commentary – outlook for emerging markets and Latin America

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15th


Dec

In-come all ye faithful

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14th


Dec

Passion Investing – Vintage Guitars 

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14th


Dec

Interest rates on hold at 5.25% – reactions

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13th


Dec

Dear Banks, We Need to Talk

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13th


Dec

Millions of over-40s face financial anxiety this Christmas

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12th


Dec

ChatGPT Generation: AI Tech is helping Brits make sense of our finances

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12th


Dec

Investing Basics: What is a SIPP and is it right for me?

DIY Investor looks at the pension wrapper that puts you in complete control

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12th


Dec

Which investment approach is best for me – App and hybrid investing explained

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10th


Dec

Time to tell Sid?

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9th


Dec

QD view: Is there an easy fix to the sector’s discount problem? 

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7th


Dec

A bull and bear case for 2024

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7th


Dec

Fintech Trends for 2024: What is Ahead for the Financial Technology Sector?

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6th


Dec

Evergrande’s demise is delayed but not denied

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6th


Dec

Consumer watch – Falling into the Fall

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6th


Dec

How much has everyone else got in a pension?

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5th


Dec

IT Investor: My Q3 2023 Portfolio Review

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5th


Dec

Alternative Investments: The 2022 Bordeaux

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5th


Dec

Money Basics: 11 tips to save more into an ETF saving plan

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4th


Dec

The funds leading the recovery in November

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4th


Dec

Two-thirds of Britons feel that big banks prioritise profits over supporting savers

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4th


Dec

Building a resilient future: Our take on the Autumn Statement

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3rd


Dec

Balancing Act: Crafting a Strong Portfolio with Budgeting, Credit, and Investments

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3rd


Dec

How might we reduce the slings and arrows of financial stress?

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3rd


Dec

MediaWatch: Still waiting… 

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2nd


Dec

Ohayō Japan!

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1st


Dec

Could a Santa Rally build on markets’ impressive November run?

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30th


Nov

The UK fund we’ve bought that’s in fine form

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30th


Nov

Charlie Munger’s invaluable lessons about investing and life – RIP

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29th


Nov

Will Anyone Save The Investment Trust Savings Scheme?

Guest blog as eminent DIY investor and blogger 'IT Investor' laments the ITSS

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29th


Nov

Capturing cheap UK valuations: Fidelity Special Values

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28th


Nov

Built to last

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27th


Nov

Navigating the Financial Landscape: Smart Strategies for Personal Investment Success

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26th


Nov

China – saviour of the Middle East?

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25th


Nov

Gathering momentum and the discount remains compelling: Schroder British Opportunities

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24th


Nov

Four little-known funds delivering consistent returns

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24th


Nov

Chancellor seeks pension reforms to save the UK’s economy 

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23rd


Nov

Over to the Old Lady of Threadneedle St

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22nd


Nov

‘Pot for life? Don’t hold your breath’

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22nd


Nov

Autumn Statement: ‘Lukewarm and politically driven’

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21st


Nov

“Pension rumours – This seems to be a lose, lose, lose policy”

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20th


Nov

Equity release vs inheritance tax

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20th


Nov

Pensions: To consolidate or not to consolidate

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19th


Nov

‘Prioritise ISA reforms to support low and middle-income earners’

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18th


Nov

Where will the class of 2023 invest?

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17th


Nov

Continuing to deliver in an uncertain environment: Alliance Trust

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17th


Nov

Hunt’s inheritance tax plans are ‘half-baked and half-hearted’

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17th


Nov

What can we learn about the Gen Z approach to leadership from Jimmy Donaldson (AKA. MrBeast)? 

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16th


Nov

Some thoughts on how to make the ‘non-saver to basic investor’ journey engaging to young people

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15th


Nov

The fund sector delivering consistent returns despite choppy markets

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15th


Nov

‘Inflation drop should be a warning to savers’

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15th


Nov

Inflation falls to 4.6%: Personal finance experts comment

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15th


Nov

The dark side of the boom – the rise of ecommerce consumer fraud 

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14th


Nov

Banking sector: a stock market opportunity for 2024?

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14th


Nov

‘Pay growth will cause the BoE some concern that the fires of inflation won’t be easily quelled’

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13th


Nov

How small is small? 

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13th


Nov

Get Rich slow: Half empty or half full?

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12th


Nov

QD view – Japan: more to play for?

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11th


Nov

Once more into the breach

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10th


Nov

The next phase of its journey: Schroders Capital Global Innovation

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9th


Nov

Common missteps in trading and how to avoid them

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9th


Nov

Jupiter Strategic Bond: Q4 2023 update

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9th


Nov

‘Guaranteed funds are a more reasonable bet than Treasury bills’

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8th


Nov

Investing Basics: How to invest for income using an ISA

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6th


Nov

Younger generations ‘more sceptical of switching bank accounts’

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6th


Nov

Most Brits are not feeling inflation

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4th


Nov

Investing Basics: Simple rules for successful investing

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4th


Nov

QD view – is there an easy fix to the sector’s discount problem?

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3rd


Nov

Still positive on bonds

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3rd


Nov

MAPFRE Economics upgrades forecast for global economy to 2.9% in 2023 but foresees “more persistent” high inflation

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2nd


Nov

Interest Rate Pause Leads to Hopes of Further Mortgage Reductions

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2nd


Nov

Continued reprieve for those worried about housing costs

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2nd


Nov

Back to basics

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2nd


Nov

Sunak AI Safety Summit fails if no regulation of sectors begins

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1st


Nov

The Paradox of Debt – How Debt Creates Wealth and Increases Inequality

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1st


Nov

Consumers going digital as better rates push one-third of UK savers to a new provider 

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31st


Oct

Consumer banking ‘the most customer-led market segment’

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31st


Oct

Autumn Statement rumours

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31st


Oct

Auto-enrolment – savers with workplace pensions twice as likely to be disengaged

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30th


Oct

QD View: Are cracks appearing in US markets?

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30th


Oct

The Pros and Cons of Holding Cash: A Prudent Strategy for Uncertain Times 

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29th


Oct

DIY Investor: Thoughts on the market

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29th


Oct

Investment trusts: 6% returns on cash – too good to resist?

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28th


Oct

DIY investors outdo the professionals 

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27th


Oct

‘You’ve got bricks, I’d love a brick!’ Why housing is an existential problem for the Conservative Party

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26th


Oct

UK demands further reform across pension funds to drive growth 

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25th


Oct

Mobius Investment Trust: the top-performing emerging markets trust over its first five years

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24th


Oct

Amazon’s AI move – why you need AI investments as race speeds up

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24th


Oct

Warning: The anti-ESG movement could hit your wealth

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23rd


Oct

‘Heavy blow to Brits nearing retirement age’

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23rd


Oct

Navigating the Waters of Inheritance: Should You Invest or Save? 

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22nd


Oct

Is the 60/40 dead?

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20th


Oct

The Israel-Palestine conflict boosts investor appetite for oil

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20th


Oct

US REITS: When to buy

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19th


Oct

UK Inflation Proves Sticky in the Aftermath of the BoE’s Pause

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18th


Oct

UK inflation stuck at 6.7% – ‘Reality check for the BoE as ‘stubflation’ persists’

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17th


Oct

Pay rises faster than inflation for first time in two years

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16th


Oct

Mass mortgage defaults: What does this mean for borrowers?

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15th


Oct

Investing Basics: Shorting strategies

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15th


Oct

Reframing the problem…

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13th


Oct

Investing Basics: How to choose a Global ETF

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12th


Oct

You say potato

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12th


Oct

US CPI comes in above expectations – what should you do with invesments?

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11th


Oct

Bond funds vs individual bonds: which are better?

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10th


Oct

Herald: Identifying innovative and disruptive companies

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9th


Oct

European Growth – ever more attractive valuations

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9th


Oct

Israel-Hamas war spooks markets as investors urged to avoid knee-jerk

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7th


Oct

Investing Basics: What do you get when you buy a growth ETF?

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7th


Oct

Investing Basics: Investing in your retirement

There are some important considerations to make when it comes to managing your pension or ISA pots

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6th


Oct

Does AI have a right to free speech? Only if it supports our right to free thought

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6th


Oct

Trading is still a serious business: Why aren’t we acting like it? 

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5th


Oct

Social investment fund tackling UK social inequality hits £1m with latest investments

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5th


Oct

Heads in the sand: Quarter of pension savers never check their pension

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5th


Oct

10 Stocks to watch in Q4 2023

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4th


Oct

Evergrande is still 99% off its trading highs

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3rd


Oct

Infographic: What is a co-investment?

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3rd


Oct

The Great Unretirement: Almost one in five pensioners don’t have enough money in their pension funds

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3rd


Oct

Triple-lock commitment tops pension planners’ policy wish list

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2nd


Oct

How are major world indices performing?

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2nd


Oct

Healthy fundamentals

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2nd


Oct

‘Investors to ignore World Bank report on China and east Asia growth’

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29th


Sep

‘Age, not class, is the biggest divide in British politics’

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28th


Sep

Investors seek alternative investments

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27th


Sep

UK ranks 15th in financial literacy, lagging European counterparts

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27th


Sep

Comment: Plans to streamline ISAs

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27th


Sep

Three ways you can support senior relatives with accessing online banking 

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26th


Sep

Women left behind by UK pension policy

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25th


Sep

Investing Basics: Investing in micro-caps with investment trusts

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25th


Sep

Aubrey European Strategy – Q2 Results Indicate Attractive Valuation 

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25th


Sep

Comment – why you need AI investments

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24th


Sep

Investing Basics: Spotlight on SIPPs

DIY Investors takes an in depth look at the DIY pension wrapper

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23rd


Sep

Deglobalisation: did Mexico just eat China’s lunch?

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21st


Sep

A very short history of modern portfolio theory

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20th


Sep

Surprise dip in inflation

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19th


Sep

The parent wellbeing gap

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18th


Sep

UK Savings Week: Holidaymakers return with £130 in their pockets

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18th


Sep

UK Savings Week: Increasing interest in ISAs

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16th


Sep

Heroes: China Crisis 

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14th


Sep

How to Cultivate a Generation of Savvy Young Investors

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14th


Sep

‘Stronger investment returns for companies with high ESG ratings’

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13th


Sep

QD view – the right fund in the right structure

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11th


Sep

Slowing growth, lower rates

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11th


Sep

Investing Basics: Investing in UK small caps with investment trusts

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11th


Sep

Hope of a settlement for Woodford investors  

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10th


Sep

How technology is transforming India’s economy

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9th


Sep

G20 must urgently tackle global poverty with financial inclusion

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9th


Sep

Digital money for seniors

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8th


Sep

Comment: Why China is spooking investors

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7th


Sep

QD View: Mind the gap

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7th


Sep

You should be dancing

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6th


Sep

Money Basics: How much do I need to retire?

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6th


Sep

New petrol pain and global inflation fears as OPEC keeps oil curbs

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4th


Sep

The sustainable investment opportunity in emerging markets

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4th


Sep

Has ESG gone off the rails?

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2nd


Sep

A multi-year run of outperformance: Blackrock Frontiers

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31st


Aug

Uncertainty and monetary policy

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31st


Aug

Silver lining: how a recession may help economies and investors reset

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30th


Aug

Pension planners slam government over lack of support

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30th


Aug

Global Trading Survey 2023: European traders’ most and least favoured trading times revealed

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29th


Aug

Financial industry must pass on rate hike benefits

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25th


Aug

Active ownership: three ways to improve investor engagement

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24th


Aug

Halfway there…investing on a prayer

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24th


Aug

China and the fear of deflation

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24th


Aug

Mates mortgages? Economic climate changes homebuying plans

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21st


Aug

Time to take the plunge?

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20th


Aug

Addressing water storage gap

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18th


Aug

UK set to outperfrm the US

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16th


Aug

Inflation falls to 6.8% – a turning point in the cost-of-living crisis?

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15th


Aug

Tech fund booms as investors retreat from Health and American investments

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15th


Aug

UK mortgage customers take proactive measures to combat rising interest rates

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15th


Aug

AI is the most effective method for tackling money laundering threats, according to AML professionals 

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12th


Aug

UK economy proving more resilient than expected

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11th


Aug

Should I stay or should I go?

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10th


Aug

QD view – the future of growth investing

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10th


Aug

Global equity funds are upping exposure to Japan

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10th


Aug

Barbie fever means retail investor boost for Mattel

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9th


Aug

Tradition and innovation can rub shoulders – Part 2

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7th


Aug

“The IHT nil rate freeze has been worth its weight in gold. For the treasury”

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6th


Aug

Trading Secrets Unveiled: Expert Tips for Succeeding in the Financial Markets

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6th


Aug

Wide discount may offer long-term value: Global Smaller Companies

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6th


Aug

The best of both worlds?

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5th


Aug

The best of British opportunity 

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5th


Aug

The compound effect of environmental solutions

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4th


Aug

Still getting it 

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4th


Aug

Where pro footballers learn about investing in football

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3rd


Aug

More pain for borrowers as interest rates hit 5.25%

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2nd


Aug

Why are Asian smaller companies different?

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2nd


Aug

Borrowers with blips risk sleepwalking into highstreet mortgage rejection

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31st


Jul

Investing Basics: A Beginners’ Guide to Investing

Muckler helps those new to investing on a journey to financial independence

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31st


Jul

Surprisingly robust health: Results for the UK plc

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29th


Jul

Making money in real estate shares

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28th


Jul

Investing Basics: Investing in your 40s & 50s

If you’re in your 40s or 50s, there’s a good chance you are already investing, be it through a

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27th


Jul

Investing Basics: More Basics of Investing

Muckler helps those new to investing on a journey to financial independence

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27th


Jul

Tradition and innovation can rub shoulders

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26th


Jul

Six coronations and counting for Dunedin Income Growth Investment Trust

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24th


Jul

Investing Basics: DIY Investing in your 20s & 30s

Getting into investing is a smart idea to grow your wealth over time, especially in the

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23rd


Jul

Five of the best: UK sector leaders for tough times

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23rd


Jul

Power to the people

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19th


Jul

Real estate tokenisation: Where bricks meet blockchain 

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19th


Jul

Fall in inflation eases fears of interest rate hike

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19th


Jul

‘Surprise’ drop in inflation: Commentary

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19th


Jul

Tradition and innovation can rub shoulders – Part 1

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17th


Jul

Young people increasingly reliant on credit

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15th


Jul

Why tackling gender inequality is key to delivering real financial inclusion

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15th


Jul

First time investor: How to be a successful DIY investor

Guest post from EQi looks at the basics of portfolio construction, management and strategy

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13th


Jul

Smaller-than-expected decline in UK GDP boosts case for more interest rate hikes

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13th


Jul

India ‘the most attractive emerging market for investing’

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13th


Jul

Notes from a road trip to China 

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12th


Jul

Known unknowns

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12th


Jul

Female employees most likely to be suffering from financial stress

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12th


Jul

Can robots compete with humans when it comes to financial advice?

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12th


Jul

Henderson European Focus on Europe’s economy

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10th


Jul

Delivering strong earnings growth: abrdn China

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10th


Jul

The top 10 fund performers in the second quarter of 2023

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10th


Jul

Britons shelve savings aspirations as unemployment fears mount 

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7th


Jul

Going deep on discounters

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6th


Jul

Silk Road strife

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6th


Jul

The Changing Face of Emerging Markets

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6th


Jul

FCA vs UK Banks: Comment

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5th


Jul

UK shares: the 70% shot at beating cash

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4th


Jul

Optimism and Balanced Portfolios

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4th


Jul

Five-year fixed mortgages top 6%

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1st


Jul

QD view – University challenge

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1st


Jul

A high yield which could hedge inflation: abrdn Latin American Income

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30th


Jun

Commodities and Inflation

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29th


Jun

Majority of UK investors fear ‘inflation is ingrained in the economy’

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28th


Jun

UK should brace for 6.5% interest rates

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28th


Jun

Ça plane pour moi

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26th


Jun

UK mortgage timebomb

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25th


Jun

Good peformance in a variety of market conditions: Henderson European Focus Trust

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25th


Jun

When markets don’t accommodate our retirement

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25th


Jun

Investing in funds using charts

Humbug - the 'investor' in The Great British Trade Off, explains how he aggressively invests in

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24th


Jun

QD view – Bargain Britain

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24th


Jun

Buffett likes Japan, and so do I…

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24th


Jun

Time for a small dose of smaller companies

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23rd


Jun

Has the sustainable revolution gone into reverse?

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22nd


Jun

The best of British opportunity

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21st


Jun

Weathering the Storm: Why and How to Invest in a Recession

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21st


Jun

Comment: Inflation stubborn at 8.7%

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19th


Jun

The new US fund that spices up our growth exposure

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18th


Jun

Spotlight on emerging markets

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17th


Jun

Let’s go round again

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17th


Jun

Emerging Markets: A changed asset class – More quality, less risk?

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14th


Jun

With cash earning 5%, why risk money on the stock market?

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14th


Jun

Results analysis: Foresight Sustainable Forestry

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13th


Jun

Defensive investing in troubled markets

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10th


Jun

Global growth forecasts: up for 2023 and down for 2024 – here’s why

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9th


Jun

Why real estate is falling out of favour

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9th


Jun

Investors fear banking crisis will damage economy

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7th


Jun

Record retail trading in AI-associated tech stocks

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6th


Jun

Women in the asset management industry

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6th


Jun

Pension funds slow to invest in biodiversity

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4th


Jun

The FCA’s listing reforms are welcome – but regulation alone won’t lure firms to London

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3rd


Jun

Mr. Market is a Dortmund fan

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2nd


Jun

UK bonds are in meltdown again – what does that mean for pensions?

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2nd


Jun

Inflation and rising food prices

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1st


Jun

Diversity matters

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1st


Jun

Regime shift: the infographic that tells the story

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1st


Jun

New Research Shows that Majority of Retail Investors Feel Undervalued

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31st


May

Most employers fail to support lower income workers

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31st


May

Saver > Investor: How stock market investing can help you get rich slow

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29th


May

Investing Basics: Investing in Asia with investment trusts

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27th


May

£41bn of vulnerable customers’ money attached to poor outcomes

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26th


May

Heroes: What Difference Does it Make? 

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26th


May

Will Ethereum dethrone Bitcoin?

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25th


May

QD view – Time to buy Scottish Mortgage?

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25th


May

Five alternatives for income investors

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24th


May

Inflation dips to 8.7%: expert commentary

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23rd


May

Do the hustle

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22nd


May

Media watch

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22nd


May

Aubrey European Conviction Strategy: Reflections on Q1 Company Reporting

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22nd


May

Treasure hunters

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21st


May

AllianzGI strengthens its sustainable approach

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20th


May

Buyback spree

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18th


May

Green shoots for global markets in 2023?

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18th


May

US and EU ‘IRA’: Made in China?

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17th


May

Millions in financial hot water as battle against rising prices takes its toll

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17th


May

QD View: Beyond Dividend Heroes

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16th


May

Comment: Will India overtake China as an investment powerhouse?

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15th


May

Tipping point: trusts on wide discounts, opportunities and bargains

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14th


May

Gender diversity: fixing the pipeline

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13th


May

By the dawn’s early light

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11th


May

BoE hikes interest rates again: Thoughts from around the world of finance

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11th


May

The ‘vulnerability void’: Mental health and financial services

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11th


May

The global funds delivering the best and most consistent returns

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8th


May

Insight: Position defensively

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8th


May

The China briefing: Building your dream

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7th


May

Investing Basics: Investing in the UK with investment trusts

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5th


May

In AU of gold

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5th


May

US banking contagion: Expert view

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1st


May

Investing Basics: Using the Z-score to value investment trusts

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1st


May

Spring-clean your financial wellbeing the easy way

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1st


May

The Importance of Teaching Children About Money Management

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29th


Apr

QD view – Finding courage in uncertain times

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28th


Apr

Fallen Kingdom?

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28th


Apr

The help-to-buy bubble may be about to burst

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25th


Apr

Are we nearly there yet?

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25th


Apr

Investment trusts: Shopping for discounts

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25th


Apr

Media watch – April 2023

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23rd


Apr

Hardman Talks: Intellectual property

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22nd


Apr

Survey shows 45% of UK investors don’t understand how their investments are taxed

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22nd


Apr

India: ‘If you build it, they will come’

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20th


Apr

Q1 2023 Review: Unprecedented events bring a sense of déjà vu

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20th


Apr

‘Sleepwalking into a retirement crisis?’

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19th


Apr

Double digit inflation remains: Experts react

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18th


Apr

Protecting your portfolio from inflation: the Asia angle

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17th


Apr

Almost a third of people don’t understand the impact of interest rates on their money

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17th


Apr

Gold and commodity funds back in form

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17th


Apr

DIY investing comes of age

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14th


Apr

ETC Group and HANetf launch metaverse ETF

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13th


Apr

Survey highlights need for better financial education

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12th


Apr

Asset managers had a poor 2022

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11th


Apr

Critical minerals: The investment vacuum

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11th


Apr

China’s self-sufficiency opportunity

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9th


Apr

Blackstone reminds us to look below the bonnet

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7th


Apr

What Mark Twain could tell us about the economy

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5th


Apr

Gilts and gold funds shine during flight to safety

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5th


Apr

UK economy’s nature-related risk to be assessed for the first time

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3rd


Apr

Top Tips for Tax Efficiency Before the End of the Year

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1st


Apr

Will China smile again? Reasons to be hopeful in 2023

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31st


Mar

What I’m doing with my allowance this tax year

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29th


Mar

Women hit hardest as cost-of-living crisis disrupts financial planning

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28th


Mar

A feast for your ISAs – the second course

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28th


Mar

True engagement will move the dial on climate targets

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26th


Mar

Keep Calm and Carry on: Wise words from investing legends who have seen it all

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24th


Mar

When the REIT opportunity knocks

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24th


Mar

Heroes: The Sun King 

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23rd


Mar

BoE hikes interest rates again: Experts respond

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22nd


Mar

Investing in Japan with investment trusts

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22nd


Mar

No dodging salad price hike as inflation hits 10.4% 

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22nd


Mar

More uncertainty for UK pensions regime

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21st


Mar

‘Bank of Mum and Dad’ bailouts for adult children in cost of living crisis

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20th


Mar

Single mothers facing pension inequality

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18th


Mar

The performance of the UK economy is going to shock many

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17th


Mar

A third of higher earners unaware of their tax bracket

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17th


Mar

 Crypro, are you dead yet?

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17th


Mar

QD view – Nadir point close for property values

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16th


Mar

What the Budget means for pension planning

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15th


Mar

Spring Budget 2023: Experts respond

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14th


Mar

Budget: Pension shake up to be a ‘game changer’

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14th


Mar

Spring Budget: Pensions expert commentary

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13th


Mar

Active ownership blog: voting season spotlight

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12th


Mar

QD view – Global voyage in search of income

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12th


Mar

The next supercycle

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11th


Mar

The first course: Week one of Kepler Trust Intelligence’s ISA event in review

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10th


Mar

2023 UK equity outlook: Go your own way

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9th


Mar

A feast of ideas for your ISA

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9th


Mar

WTF is APR? Half of Brits don’t know…

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8th


Mar

Heroes: Stabbed in the Back 

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8th


Mar

CAMRADATA International Women’s Day Podcast

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8th


Mar

The emerging market opportunity

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7th


Mar

International Women’s Day – Tackling savings inequity

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7th


Mar

The Parlous State of ESG

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6th


Mar

Pre-budget forecasts; the tax partner

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6th


Mar

Defence, discipline and downside mitigation

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5th


Mar

Income and Growth Rating 2023: Utilico Emerging Markets

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4th


Mar

Gearing up, dividends down

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2nd


Mar

What does the Budget have in store?

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27th


Feb

Just 28% of investors believe inflation will be brought under control this year

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26th


Feb

Financial education – Money lessons for children

Infographic from the States - 5 money lessons children need to know and explaining financial

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23rd


Feb

Vietnamese equities: due a comeback?

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21st


Feb

Here we go again

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21st


Feb

‘Armchair detective’ investors take inspiration from Sherlock Holmes to foil investment scams

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21st


Feb

Strong return for Structured Products despite volatility

Read More

20th


Feb

Pensioners dip into rainy day funds as 70% cut back on fuel

Read More

20th


Feb

Calling time

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19th


Feb

Breaking News

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19th


Feb

‘Bonds will return… but when?’

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17th


Feb

Why energy companies are making so much profit despite UK windfall taxes

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16th


Feb

Guest post: Trading Gold? Runaround Now!

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16th


Feb

Lost in translation

Read More

15th


Feb

UK inflation dips to 10.1% – Financial experts react

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14th


Feb

Why dividends matter now more than ever 

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13th


Feb

Gloom and Boom: Investment outlook 2023

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12th


Feb

How Fintech Innovations Have Affected the Financial Industry 

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10th


Feb

Here comes the sun

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7th


Feb

Persistent volatility prompts investors to become more cautious

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6th


Feb

Spectacular year for BlackRock Energy and Resources

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3rd


Feb

Google Reveals The Most Popular Growth Stocks Across Europe

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3rd


Feb

Pakistan is in the middle of a currency and economic crisis

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3rd


Feb

Understanding the rally in global equities

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2nd


Feb

Interest Rates Hike – Consumer/Pension Industry Reaction

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2nd


Feb

Go your own way

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30th


Jan

Is demography destiny?

Read More

29th


Jan

Four “flavours” of value for equity investors

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28th


Jan

The toad to recovery

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28th


Jan

What cost of living crisis?

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27th


Jan

Re-enter the dragon

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27th


Jan

Jeremy Hunt Speech – Pension Industry Reaction

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26th


Jan

Comment: European markets on the rise

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25th


Jan

Drug delivery platforms

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24th


Jan

Fund winners and losers in the latest Crown rating rebalance

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24th


Jan

5 easy tricks to save energy around the house and cut down your bills

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21st


Jan

Fortune favours the brave

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17th


Jan

Comment on global growth as Davos meets

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16th


Jan

Bed, Bath & Beyond retail rally continues

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16th


Jan

The two UK equity income funds we’ve bought

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16th


Jan

Guest Post: 5 Tips to invest large sums of money cleverly

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16th


Jan

Breaking into Finance: The Best UK Cities outside of London for Entry Level Positions

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15th


Jan

Fund Management: Relearning two inconvenient truths

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15th


Jan

Unloved Japan worth a look

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14th


Jan

Outlook 2023, UK equities: mispriced opportunities abound

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14th


Jan

Outlook for 2023: Biotechs remain central to novel drug development

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13th


Jan

Inspiring the next generation of female investors and professionals

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11th


Jan

Consumers admit understanding gulf regarding how their money is managed

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10th


Jan

Predictions for Emerging Markets in 2023

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9th


Jan

Investment trusts: a rare opportunity in UK small and mid-sized companies

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8th


Jan

Investment Outlook 2023

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5th


Jan

Is it The Time to Buy Tesla Stock for 2023?

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5th


Jan

‘2023 – a change in the global investment model’

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30th


Dec

Finfluencers: John Rosier and his diary of a private investor

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30th


Dec

2023 Outrageous Predictions: The War Economy

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29th


Dec

Rear (QD)view mirror – 2022

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28th


Dec

The 9 best moves that will make you a better investor

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28th


Dec

Priorities to build up your financial resilience in 2023

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26th


Dec

The importance of profit growth in a rising rate environment

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24th


Dec

Leading funds in the final quarter of a tough year

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24th


Dec

Bull in China shop considers other options

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21st


Dec

Japan – A differentiator in tumultuous times

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19th


Dec

A Defensive Manager’s Year in Perspective

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18th


Dec

Two UK income funds we’ve just bought

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18th


Dec

Asia: the impact of a sliding global economy

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15th


Dec

Beyond the Rubicon

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14th


Dec

Cost of Cash: 4 in 5 parents losing out on children’s savings

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13th


Dec

2023 Outlook for Emerging Markets

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13th


Dec

European Equities: Towards Calmer Waters

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12th


Dec

The ‘volatile’ fund sector rebounding sharply

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10th


Dec

The UK’s ‘Ridiculous Price Index’

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7th


Dec

Bottom fishing

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6th


Dec

Investing in small-caps? Don’t pick up any cigarette butts

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5th


Dec

The key to happiness in retirement: Over 55s value experiences over material possessions

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1st


Dec

Your vote counts: the investment trust AGMs in December 2022

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28th


Nov

Energy funds are running out of steam

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22nd


Nov

The Future of Equity Investment: Part Two 

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22nd


Nov

COP27 wrap-up: an historic deal was made, but what comes next?

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19th


Nov

At the cutting edge of Japan’s technological transformation

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19th


Nov

India versus China

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17th


Nov

Autumn Statement: Industry Experts React

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15th


Nov

Demystify the investment world to achieve greater equality for women

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15th


Nov

Strong income and growth: JPMorgan Global Core Real Assets

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14th


Nov

Webinar – Discover winning investment ideas and supercharge your portfolio

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12th


Nov

Asian Equities: The Straight Talk

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10th


Nov

The case for Japanese equities

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9th


Nov

The impact of the energy crisis on UK equities

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4th


Nov

Why tech investors should keep an eye on China and the Fed

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4th


Nov

What cockroaches have to do with Wall Street

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1st


Nov

Weighing up the recovery for energy funds

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31st


Oct

‘Low-risk portfolios’ post average losses of 12.7%

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31st


Oct

Investing Basics: How much research should you do?

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30th


Oct

Investing Basics: Using Diversification to Defend Your Investments

Being a successful investor is dependent on a combination of factors - there’s no single winning

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26th


Oct

Investing Basics: Tracking your investments with Excel

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24th


Oct

Q&A: How to navigate the turbulent months ahead

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21st


Oct

Navigating emerging markets in a rising interest rate environment 

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20th


Oct

Gimmie shelter

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18th


Oct

Are asset owners ready to finance a transition to net zero?

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17th


Oct

A bright spot in North America

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11th


Oct

Why ESG considerations matter and how they are embedded in the Mercantile’s stock selection process

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9th


Oct

Survey shows retail investors turning away from ESG investing

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6th


Oct

DIY Investor Magazine Issue 35

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4th


Oct

Less than 3% of funds make gains in September

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28th


Sep

Mind the gap

Read More

28th


Sep

Searches for ‘how to invest’ rise 186% amid mortgage chaos and market turbulence 

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27th


Sep

Our new fund purchase even as markets fall

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27th


Sep

Targeting a high and growing dividend along with capital growth: abrdn Smaller Companies

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23rd


Sep

The world’s most confusing investment jargon, according to Google

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21st


Sep

The ‘G’ in ESG under the spotlight

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18th


Sep

Investing Basics: Do it Yourself, Do it With me, Do it For me – just don’t do nothing!

So you've decided to become an investor in pursuit of financial independence, but which way's best?

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4th


Sep

Sense and Sustainability

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1st


Sep

Beginning to See the Light: Putting Out the Fire with Gasoline

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1st


Sep

Guest Post: 7 common financial mistakes how to avoid them

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30th


Aug

Taking stock of Japan’s equity market

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19th


Aug

Three renewable energy investment trusts to watch

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17th


Aug

Recession is coming: Don’t wait to protect your finances

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15th


Aug

Buying the discount

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15th


Aug

Ingredients for success

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13th


Aug

COP27: a quick guide to common terms

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12th


Aug

Get ’em while they’re hot

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10th


Aug

Cut in interest on student loans as inflation and cost-of-living crisis bite 

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9th


Aug

Buying back some of 2020’s best funds

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8th


Aug

Ten thought-provoking books for your summer reading

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6th


Aug

Sense and Sustainability – Facing the heat

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5th


Aug

Preparing your pensions in the event of a UK recession

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3rd


Aug

Starting to reinvest and the funds we’ve bought

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2nd


Aug

The mother of invention (and returns?)

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2nd


Aug

Shoot at the elephant and miss, and it may trample the jungle for years: Thoughts from Douglas

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1st


Aug

Costly conditioning: Crypto, Pavlov’s dogs and celebrity bellringers

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31st


Jul

Six charts that show why high food prices aren’t going away

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30th


Jul

QD view – more power to battery growth story

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30th


Jul

An unconstrained multi-asset portfolio: Aberdeen Diversified Income and Growth Trust

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22nd


Jul

Guest Post: Top mobile apps for traders  

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19th


Jul

A new fund we’ve bought amid a red-hot summer

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18th


Jul

QD view – (half) year in review

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14th


Jul

Ready Player One

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13th


Jul

How Japan is making strides on sustainability

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13th


Jul

DIY Investor Magazine Issue 34

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11th


Jul

Why we are happy to own just one fund

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10th


Jul

Europe could accelerate the shift from mobile to metaverse 

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10th


Jul

Why now could be the time to buy UK equities 

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8th


Jul

Japan’s quiet recovery holds promise for investors

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7th


Jul

The new sector we have invested in

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4th


Jul

QD view – Fishing for an Asian fund?, China or Vietnam?

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28th


Jun

What are the survival traits of a multi-asset manager?

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27th


Jun

QD view – Discounted opportunity – Not all private equity is exuberant growth plays

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26th


Jun

A new paradigm for space

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25th


Jun

Beginning to See the Light: The worst is yet to come 

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25th


Jun

High fossil fuel prices are good for the planet

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23rd


Jun

Investing Basics: What Is a Target-Date Fund? 

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22nd


Jun

Inflation reaches 9.1%: Industry Experts Comment

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21st


Jun

Research highlights corrosive effect of DIY broker fees

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20th


Jun

What we are doing as markets fall

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20th


Jun

What does Fed rate increase mean for investors?

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18th


Jun

Staying Active

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17th


Jun

Private pension saving is growing but ONS survey reveals stark disparities 

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16th


Jun

European equity markets under pressure

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13th


Jun

DIY investors say they prioritise ‘logic’ and ‘information’ when making investment decisions

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13th


Jun

Investing Basics: Four questions to ask before you sell investments

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12th


Jun

Financial Wellness: Seven tasks to improve your wealth forever

New to investing - spend twenty minutes on these simple tasks to tune up your finances

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6th


Jun

Two funds on the rise that we’ve been buying more of

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5th


Jun

Anatomy of a good company: Universal Music Group (UMG)

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5th


Jun

Are Emerging Markets Doomed?

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1st


Jun

Access relatively high-yielding retail warehousing: Edison Property Investment Company

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1st


Jun

Five alternative trusts for income investors

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1st


Jun

How to prepare your portfolio for a recession

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1st


Jun

Alternative Investments: Treasures in the toy cupboard

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31st


May

Three reasons inflation isn’t going away anytime soon

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31st


May

Investing Basics: Grow your assets, get an income or preserve your capital?

Square Mile cuts through the mystique, explains the jargon and to simplifies the process for

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31st


May

Which region of the world should I invest in – UK, USA, Europe?

Do you have home-bias? Investing in the UK or looking further afield

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30th


May

In and out of two funds and finding shelter amid a financial storm

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29th


May

Reality strikes Global markets

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28th


May

Out with the new, in with the old

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27th


May

QD View: Unloved quality

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21st


May

Is it time to ditch index funds?

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19th


May

Scottish Mortgage empasises the long term after bruising year

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19th


May

Holding our nerve with volatile energy funds

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19th


May

The Surprising Ingredients of David Swensen’s Secret Sauce

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18th


May

#fintok racks up 1.2bn views as young people seek financial independence

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18th


May

Inflation hits 9%: ‘Panic-inducing for the old and vulnerable’

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17th


May

Finding value in a haystack

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16th


May

Someone Like You: SIPP, ISA or both? A Case Study

Selftrade customer Leah has an ISA and a SIPP; here she explains her investment strategy

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15th


May

Global markets: Valuation ‘normalisation’ continues

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14th


May

Revisiting IPOs in London

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12th


May

Are more sustainable companies more expensive?

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12th


May

ONS figures point to stagflation

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10th


May

Investing Basics: Compound Interest

Earning interest on interest can make a dramatic difference for an investor with a long time horizon

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10th


May

Investing Basics: Before you Start Investing

Muckler helps those new to investing on a journey to financial independence

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8th


May

Performance hits, misses, and newcomers among most-consistent funds

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8th


May

It’s the end of the world as we know it

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7th


May

DIY Explains: An A-Z of sustainability terms

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6th


May

Interest rate rise: Experts respond

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4th


May

Some innovative thinking to make your tax set-aside go further

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4th


May

Guilt-edged stocks: How investors are reacting to war

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4th


May

You say tomato…..

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3rd


May

What ails Asian equities and where to from here? 

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3rd


May

The Brunner Investment Trust: A new phase – how will markets react?

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2nd


May

Edison Explains: Software-as-a-service

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28th


Apr

Six reasons to invest in the Mercantile Investment Trust

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28th


Apr

Outlook 2022: Sustainable investment

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28th


Apr

The inevitabilities: Death and taxes

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25th


Apr

Q1 2022: Keeping It Simple

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22nd


Apr

QD view – Are you still watching?

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19th


Apr

Three funds boosting our portfolios

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14th


Apr

One-in-four fear pension shortfall

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11th


Apr

The top 20 funds so far this year

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10th


Apr

Are overseas takeovers a threat to the UK stock market?

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9th


Apr

QD view – To B or not to B

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7th


Apr

Private Markets: A closer look at the expanding private debt opportunity

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5th


Apr

The fog of war: a multi-asset view

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4th


Apr

Four cautious fund buys as stocks rebound

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2nd


Apr

Q&A: will the gold price surge continue?

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2nd


Apr

Is it time to revisit the UK as an asset class?

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1st


Apr

From British tea to Russian vodka

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27th


Mar

QD view – two years since the world changed

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27th


Mar

How green bonds can bolster the transition towards a more sustainable future

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26th


Mar

How does ESG and financial performance stack up?

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26th


Mar

Edison Explains: Circular economy business models

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22nd


Mar

A Healthy Contribution

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22nd


Mar

16 years of returns: History’s lesson for investors

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21st


Mar

European stocks: where are we now post the Russian Invasion of Ukraine?

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20th


Mar

How will the Ukraine crisis affect the energy transition?

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19th


Mar

QD view – why AVI Japan is blooming

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17th


Mar

‘Half of British investors plan to ‘buy the dip’’

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15th


Mar

QD view – Cushion the inflation blow

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14th


Mar

Ideas for your ISA – virtual Spring Event: Tuesday 15th March

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13th


Mar

What is the outlook for UK dividends in a less certain world?

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12th


Mar

Our investment outlook amid Ukraine uncertainty

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12th


Mar

Ukraine investment considerations: time in the market beats market-timing

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11th


Mar

The high-risk funds bucking the downward trend

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11th


Mar

Why almost everybody suffers from liquidity bias

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7th


Mar

Ten insightful books for value investors

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5th


Mar

Gold funds on the move, but we’ve resisted temptation to buy

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4th


Mar

Financial Inclusion and Fintech in Emerging and Frontier Markets

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2nd


Mar

Ukraine: investors should prioritise caution

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27th


Feb

Consumer mid-caps set to benefit from a return to normality

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26th


Feb

Everything you should know about IPO in 2022

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25th


Feb

The consequences of the Russian attack for the markets and the economy

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23rd


Feb

The overlooked opportunity in Asian smaller companies

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20th


Feb

Inevitably we will lose sometimes; the trick is not to make a habit of it – thoughts of Saltydog Investor

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20th


Feb

Great Expectations: Six Investment Trust Tips for 2022

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14th


Feb

Death by Inflation or by Interest Rate Hikes?

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11th


Feb

Inevitably we will lose sometimes; the trick is not to make a habit of it – thoughts of Saltydog Investor

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26th


Jan

Building resilience for income investors

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25th


Jan

QD view – Private Companies Dominate in 2021

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20th


Jan

Slow start to the year for most funds

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19th


Jan

QD view – feeling the pinch?

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17th


Jan

The only safe ship in a storm is one with strong leadership: Thoughts of Saltydog Investor

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11th


Jan

Unloved funds seeing performance pick up

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2nd


Jan

Board Games

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28th


Dec

Personal Finance as a Gift: Best books for Christmas

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18th


Dec

Week in Review: FTSE buoyed by interest rate rise, Covid fears abound

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17th


Dec

Outlook 2022: UK equities

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10th


Dec

A new idea emerges at COP26

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6th


Dec

Exploring the UK market opportunity

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7th


Nov

Eurozone growth beats expectations, as inflation hits a 13-year high

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7th


Nov

The fund we’ve bought to play recent US rally

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17th


Oct

The emerging market country that’s flying and we are buying

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16th


Oct

Sense and sustainability

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16th


Oct

Global Perspectives: Remaining cautious as risks surface

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27th


Sep

DIY Investing Loses Some Lockdown Momentum

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24th


Sep

Global perspectives: Moving to a cautious outlook

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21st


Aug

Five Investment Themes for the Rest of the Year and Beyond

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11th


Aug

Economic and Market Outlook: Cautious Optimism

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25th


Jul

Investing Basics: Want to Start Investing in Stocks, Don’t Know Anything About It?

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27th


May

DIY investing continues to surge; Which? platforms are we using.

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23rd


May

Take-Off Platforms

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15th


May

DIY investing boom continues apace

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6th


May

Younger investors join the DIY investing boom

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7th


Apr

Pathways to retirement

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23rd


Mar

Flexible ISAs: What’s the story?

Why access to cash in a tax-efficient wrapper could appeal to the growing army of the self-employed

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23rd


Mar

What’s your ISA fit?

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2nd


Feb

Hargreaves’ business booms as people turn to DIY investing

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23rd


Jan

Talking With: Simon Edelsten, Artemis Fund Managers

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16th


Jan

Equity valuations matter when framed in the right context

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9th


Jan

Covid-19 turned players’ lives upside down but rugby was already in a fragile state

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2nd


Jan

Young investors shine as broker reveals DIY investors significantly outperformed the market in 2020

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1st


Jan

Lockdown 2.0: Increasing numbers take personal financial responsibility and turn to DIY investing

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18th


Dec

‘Bok to the Future: Helping professional athletes manage their financial future as their career transitions

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13th


Nov

Top tips for teenagers receiving a Child Trust Fund windfall

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22nd


Oct

Preparing your portfolio for a no-deal Brexit

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2nd


Oct

SIPP or ISA: which one is best for retirement?

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30th


Sep

Go to work, don’t go to work: DIY Investor Magazine 25

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25th


Sep

Positive signals from Stockomendation

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10th


Jul

Dangers of using social media for money matters

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7th


Jul

DIY Investors Increasingly Fuelling Demand for Investment Trusts

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5th


Jul

Investing in Asia, Emerging Markets or globally?

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30th


Jun

How to trade in a volatile market

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5th


Jun

Sticking to what you know – survey shows investors remain optimistic

Despite the dramatic falls experienced in the markets, EQi finds its clients have kept calm and

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4th


Jun

How to build your perfect ISA portfolio

DIY investing platform EQi looks at setting your objectives and making a plan

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3rd


Jun

Investing in retirement: How to make your retired years golden

Investment can continue to play an important role in retirement, you may just need a new strategy

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23rd


Apr

What to do with your ISA allowance amidst market uncertainty

While keeping healthy is the number one priority, people are also concerned about the longer-term

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20th


Apr

Is it too late to invest in Asia?

Asia is the one global region set for a massive expansion both in economic and population terms –

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22nd


Mar

Newsround: FTSE Bounces Back as Interest Rates cut and QE Returns

Fears around the Coronavirus saw the index at a ten year low until BoE cut borrowing rates

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9th


Mar

Ten years on: DIY investing in the age of online technology and open banking

Since Lehman Brothers, technology has revolutionised financial services and the way we deal with

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7th


Mar

Bereavement Services: preparing for the death of a loved one is never easy

Stuart Simpson, Head of Bereavement Services, Equiniti looks at the

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9th


Feb

Best-buy Lists: We need to Talk About Bad Press

Hargreaves Lansdown got plenty of stick for its relationship with Woodford; not all justified,

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26th


Jan

DIY investing: How do tipsters react to share consolidations?

A concise round-up of broker and professional tipster activity across the UK financial markets

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18th


Oct

The Empire Strikes Back: Thoughts About Saltydog Investor

Douglas shares some feedback from Saltydog members - warts and all!

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25th


Aug

DIY Investing: Don’t wait for a stock market crash to plan ahead

How to ensure that your portfolio is ready should the market face a 'correction'

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13th


Aug

Focus on Funds Magazine Issue 2

Passionate about active investment management; make informed decisions

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16th


Jun

Woodford fallout: FCA, platforms and analysts to be probed; BoE boss says choose blue-chip stocks for liquidity

Treasury Select Committee looking for answers; chance to nail the rules around advice?

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16th


Jun

Pensions – Expectations vs. Reality: The increasing gap affecting retirement

The biggest thing you need to save for could be bigger than you think

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11th


Jun

Hargreaves Lansdown under pressure as Woodford fall-out continues

Best-buy lists added to the list of issues to face FCA scrutiny, including its own behaviour

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24th


Mar

Focus on Funds Magazine: Passionate about active investment management

A new publication dedicated to unit trusts, OEICs, and investment trusts; make informed decisions

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24th


Jan

Research suggests competition in the DIY investing market not working as well as it should

Boring Money study says wide variation in fees charged by platforms could be costing investors dear

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15th


Nov

Why DIY investors will pay the price for pensions protections

'Up to a million’ SIPP-holders affected putting pension providers ‘on the hook’ for

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6th


Nov

Platforms for High Net Worth Investors in Israeli high-tech

Yarom Romem looks at options ranging from traditional VC funds to angel investing

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30th


Oct

DIY Investors set to benefit from economies of scale? Banks returning to financial advice

As Interactive Investor acquires Alliance Trust Savings banks are eyeing the growing market for

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19th


Oct

Greater protection proposed for investors subject to malpractice

FCA consults on raising the level of compensation available from FOS to £350,000

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18th


Oct

Something in the bilges is smelling: Thoughts of Saltydog Investor

So it was a correction rather than a crash, but Saltydog is heading for cash - and hash!

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27th


Aug

Estate planning – wills vs trusts

Infographic comparing the relative merits of wills and trusts in estate plannng

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14th


Aug

Time to reassess as winding down of QE takes wind from the sails of gilts and bonds

Saltydog Investor to revisit 'Tugboat' portfolio as 'slow ahead' loses momentum

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13th


Aug

FAANGS a lot: Tech bubble fears as Apple becomes the first $1billion company

Jim Paulsen believes investors are overweight tech stocks and sees parallels with the dotcom bubble

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12th


Aug

Humbug: Investing for a rich retirement has a good week

Seeking financial independence, Humbug adds £1626 in the week and is 7.7% up since April

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1st


Aug

400,000 orphan clients ‘trapped’: Watchdog encourages shift to cheaper DIY investing platforms

FCA says clients could be paying thousands of pounds a year to stay on

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30th


Jul

The Great British Trade Off: Humbug (investing) is flat but Fagin (trading) is scorching + 45%

Humbug says calm is good; Fagin is on fire on the road to FIRE

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25th


Jul

City watchdog challenges DIY investment platforms on fees and transparency

FCA wants more competition and transparency as £500bn platform business doubles in 5 years

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3rd


Mar

Personalised investment management – three unstoppable forces & Object-Oriented Investing

Three powerful forces are re-shaping investment and wealth management and AI is allowing more

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24th


Feb

MiFID II 101

You’ll have received a letter from your broker and updated your details, but just what is MiFID

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8th


Feb

DIY Investing – hands across the ocean: What is online stock trading?

Thoughts on The New Generation Of Traders. What Style Suits You - from reviews.com

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8th


Feb

DIY Investing – hands across the ocean: Free stock screening tools

How Free Stock Screening Tools Can Save You Hours Every Week; Jay Delaworth of Intelligent Trend

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18th


Sep

Investment styles – is there a catalyst for change?

Liz Rees of Willis Owen looks at the different investment styles adopted by funds and what may

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11th


Sep

‘Smart Investor’ launch angers Barclays’ DIY investors

Barclays Stockbrokers customers face higher charges and loss of some functionality

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26th


Jul

As investors flock to DIY platforms, City watchdog launches probe into charges and transparency

FCA to ensure 'wealthtech' platforms deliver good value to investors

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20th


Dec

Bringing Down the Cost of DIY Investing

DIY Investor Urges FCA for Greater Transparency in Fees and Charges

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1st


Sep

Well on Track – DIY Investors ‘Flock’ to Passive Investments

Hargreaves Lansdown sees the number of its clients investing in trackers double

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27th


Aug

Selecting an Online Broker

No single broker delivers a panacea - how do you select the right one for you?

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30th


Jun

Britain votes for Brexit: The challenges and opportunities

Liz Rees considers the implications of Brexit in a blog for Willis Owen

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25th


Jun

Selftrade: ETFs ‘Best’ for Investors

Online broker cuts commission and introduces comparison tool

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15th


Apr

Portfolio Analytics – Shaping the Next Generation of Retail Traders

Big data - allowing brokers to help their clients to become more successful traders

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£10.99 sells
£12.50/quarter
Funds fee:
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> £50k/£250k 0.25%
£250 + 0.15%
Max £250/quarter
£4.99/quarter£4.99/quarter
Selftrade SIPP £99 + VAT
Qualifying Dealing Commissions and Fund Platform Fees can be offset against custody fee
parallax1£8n/an/an/a£0£0£165 + VATAdvisory service
Discretionary fund management
parallax1£11.95£9.75£1.50£0£0£0n/a
parallax1£2.50£0.50n/an/a0.24%0.24%0.24%Frequent trader rate based on rebate
parallax1£5.95n/an/an/a£0£0£120 + VAT
parallax1£9.50n/an/a£9.50£0£50 + VAT£120 + VAT
parallax1£9.50n/an/a£0< £50k 0.35%
£50k - £1m 0.25%
£1m > 0.1%
£0£100 + VAT
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