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

‘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