Thematic investment as a tailwind for success

Joshua Pond is a technical investment writer at Rowan Dartington. The past year has seen the re-emergence of thematic investment to the agenda.  As returns from other strategies have dwindled, many investors have looked to take advantage of strengthening trends during the global pandemic and the technologies, or sectors they felt would be on an … Read more

How to review and rebalance your Isa portfolio

Chris Barrett: If you tend to panic during market declines, you should consider a more conservative asset allocation Chris Barrett is the investment director at wealth management firm JM Finn. Asset classes such as stocks, bonds, cash, property, and alternatives like gold, are interconnected yet differ in terms of their exposure to global risks. They tend … Read more

Unicorn stocks have outperformed, but where should you invest next?

Gervais Williams: Investors should take advantage of compounding good and growing dividends Veteran fund manager Gervais Williams is co-manager of the Diverse Income Trust, and also jointly manages Premier Miton’s UK multicap income and UK smaller companies funds. Over the last 10 years, quantitative easing has come to dominate global stock market trends. Creating new … Read more

How do you work out if companies are well run when stockpicking for your Isa?

A well-run company is likely to perform better and avoid errors and scandal, but judging management competence can be a tough task for individual investors. You can sift the evidence in financial statements and announcements, and glean what you can from whatever is in the public domain, and this will be useful research. But although … Read more

‘Simplify, then add lightness’: Investors can learn from Colin Chapman

‘Simplify, then add lightness’: My Isa could learn from Colin Chapman’s Lotus but I’m baulking at the cost of an investing spring clean, says SIMON LAMBERT By Simon Lambert for Thisismoney.co.uk Published: 09:55 BST, 6 May 2021 | Updated: 09:58 BST, 6 May 2021 ‘Simplify, then add lightness.’ That was the famous philosophy of Lotus … Read more

How do I allocate assets in an Isa investment portfolio?

David Miller, executive director at wealth manager Quilter Cheviot, explains how to allocate investments in your Isa portfolio. Investing is built around a simple premise. You put your money in an investable asset in the hope that it provides inflation-beating growth, or attractive income payments. But that’s where the simplicity ends. Everyday investors face a … Read more

How do I allocate assets in an Isa investment portfolio?

David Miller, executive director at wealth manager Quilter Cheviot, explains how to allocate investments in your Isa portfolio. Investing is built around a simple premise. You put your money in an investable asset in the hope that it provides inflation-beating growth, or attractive income payments. But that’s where the simplicity ends. Everyday investors face a … Read more

What are the bestseller funds and shares as the new Isa year kicks off

Bestseller funds and shares revealed: Have a peek at what other investors are putting in their Isas as the new season kicks off UK investors have shopped for shares in Coinbase, Argo Blockchain and Tesla A UK microcap fund and a FTSE 250 tracker are among the top selling funds Investors are more confident in … Read more

What are ‘thematic’ funds and could you profit with your Isa?

Blue sky thinking about the ideas destined to become big money spinners is among the most creative – and exciting – aspects of investing. Predicting what the world will look like in coming decades is notoriously hard though, and even financial professionals often get unstuck when forecasting trends and finding the companies most likely to … Read more

What are ‘thematic’ funds and could you profit with your Isa?

Blue sky thinking about the ideas destined to become big money spinners is among the most creative – and exciting – aspects of investing. Predicting what the world will look like in coming decades is notoriously hard though, and even financial professionals often get unstuck when forecasting trends and finding the companies most likely to … Read more