Market analysis

Looking for information about different markets and key asset classes? Our market analysis keeps you up to speed with all the latest developments in global markets, providing you with investing insight to help you make smarter investment decisions.

The value of investments can fall as well as rise and you could get back less than you invest. If you’re not sure about investing, seek independent advice. The past performance of investments is not a reliable indicator of their future performance.

Recent articles

Pursuing profits with a clear conscience – the growing appeal of sustainable investing

Sir David Attenborough’s ‘A Life On Our Planet’ and Prince William’s ‘A Planet for Us All’ are powerful new documentaries reminding us that our environment and natural world are under siege. Increasingly, companies are doing their bit to help make a difference – something investors are supporting more and more through sustainable investing.  Here, we consider what impact investing is, dispel a few common myths, and discuss sustainable investing products.

Is now a good time to invest?

We take a look at the major issues piling up in investors’ in-trays. Why invest now? Where can investors find protection? How should we invest around the US elections? Will gold continue to rally?

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Why is long-term investing so easy, yet so difficult?

Whether you are currently invested or not we often ask ourselves should I be invested now – is it the right time? On the evidence the answer should surely be yes and yes, but our infatuation with trying to time entry and exit from the market often leaves us not invested.

Should I invest in residential property or the global stockmarket?

With interest rates close to zero and the recently announced changes to stamp duty, many investors will be considering the merits of investing in residential property. But, would you be better off considering a more diversified portfolio of assets? Here, we take a look at some of the factors to consider.

US election 2020

Given the events of 2020 so far, investors could be forgiven for putting the US election at the back of their minds. But with Election Day fast approaching, it’s beginning to draw more attention. Here, we take a look at what you need to know for the upcoming US election, and how investors should think about political events like these.

Should you invest in the UK stock market today?

Is now the time to invest more in UK equities? Many fund managers would – unsurprisingly – say yes, even with the significant cuts in dividends paid by UK companies of all sizes. But we would be cautious – even if they are correct, the rest of the year and beyond is full of potential banana skins for UK funds to slip on. 

How to handle fads and fashionable funds

London Fashion Week provides a timely reminder of the importance of distinguishing long-term investment themes from passing financial fashions.

Pursuing profits with a clear conscience – the growing appeal of sustainable investing

Sir David Attenborough’s ‘A Life On Our Planet’ and Prince William’s ‘A Planet for Us All’ are powerful new documentaries reminding us that our environment and natural world are under siege. Increasingly, companies are doing their bit to help make a difference – something investors are supporting more and more through sustainable investing.  Here, we consider what impact investing is, dispel a few common myths, and discuss sustainable investing products.

Active and passive investing: A blended approach

Many investors question whether active or passive investing delivers better returns. Here, we explain the difference between the two approaches and whether a blended approach may offer the best outcome for investors.

The worst British recession ever?

The contraction in the UK economy has been significant. However, the numbers alone leave much of the story untold. When thinking about the effects on businesses, consumers and investors we need to take many other factors into account.

Another Brexit deadline

While the fight against this latest coronavirus has dominated much of the agenda so far this year, there are two issues which are fast making a return. Here, we take a look at the path ahead for US-China tensions and Brexit.

What happens if interest rates fall below zero?

As the UK government issues bonds with a negative interest rate for the first time in recent history, we explore why this has happened and ask why anyone would want to pay for the privilege of lending money.

What will happen when lockdown ends?

As lockdown restrictions are lifted around the world, we consider what the end of containment may mean for the UK, and how investors should be invested to benefit.

Why has tech come out on top?

The technology sector has been a resilient investment during the coronavirus pandemic. Here, we consider why the technology sector has performed well, and how you can invest into this sector.

Why buy a share when you can buy a fund?

However good a share picker you are, a single share or portfolio of shares is unlikely to ever offer you the diversification you could otherwise achieve by investing in a fund. So, why do it? Here, we consider the pros and cons of investing in a fund as opposed to a share.

The impact of investing

All companies can have a positive or negative impact on the economy, society and the environment. While sustainable investing still appears to be somewhat on the fringes, we consider some of the barriers to investing and how to get involved.

Should you invest in smaller companies?

While the coronavirus pandemic has had a profound impact on share prices globally, we still believe there is a strong case for investing in the smaller companies sector for investors with the appropriate time horizon and tolerance for risk.

Resist acting in haste when markets wobble

In uncertain and turbulent times such as these, it can be increasingly difficult to stick with investment plans and avoid taking unnecessary action. Here, we consider how best to resist the temptation to do something.

What dividend cuts mean for investors

Public companies have reduced the dividends they pay at a record pace which has put annual payments worth more than £50 billion at risk. Here, we consider what the dividend cuts mean for you and what the future may hold.

Bonds and the benefits of a diversified portfolio

While the coronavirus pandemic has seen global share markets collapse around the world, government bond prices have rallied. Here, we explore the reasons why bonds have been trading higher and what this means for a diversified investor.

Pay me to buy oil?

We take a look at the dramatic plunge in oil prices. Can they stay negative? When might they feasibly be expected to recover? Is this all part of a long endgame for oil? Here, we try to answer some of these questions.

Coronavirus Q&A: Your questions answered

We answer the questions you have about your investments amid the coronavirus crisis.

Why economic growth should recover

As global share markets have plummeted due to the spread of the coronavirus pandemic, the question on many investors’ minds is whether now is a good time to buy. While we would always advocate time in the market rather than trying to time the market, we believe that now is as good a time as any to buy. Here, we explain why.

What are we looking for during market upheaval?

In an increasingly complex world, checklists can help us take a more disciplined approach to investing.

 Woman at kitchen table

Volatile markets and your retirement plans

When you see the value of your investments plummet, it’s hard not to panic, but those who are close to retirement, or just retired, will undoubtedly be more anxious than most. So, what can you do?

Coronavirus crash: what history can tell investors about stock market falls

We look back at events from the panic selling of 1987 to the tech sharebuying spree at the turn of the millennium.

Woodford investors to get money back

Thousands of investors whose money has been trapped in the suspended Woodford Equity Income Fund are set to receive their first payout.

What’s in and what’s out for 2020?

While 2019 did not look like an especially appetising year, almost every major asset provided strong returns over the period. Here, we consider what 2020 might hold for investors and how to get invested.

The changing face of the FTSE100

As Centrica teeters on the brink of exiting the FTSE 100, we consider how the index has changed since its inception, and why this matters for investors.

Woodford Equity Income fund to be wound up – What does this mean for investors?

Neil Woodford’s Equity Income fund is to be wound up. Here, we explain what this means for investors.

Vodafone's dividend cut: lessons for investors

Following Vodafone’s decision to slash its dividend earlier this year, we consider how investing in a fund can reduce the risk of being caught out by a single company’s dividend policy change.

Brexit – a new dawn?

Brexit is such a seismic event for citizens of the UK, that it may feel bizarre not to give it the same degree of importance in our investing lives.

Investing in technology – 50 years on

As technology continues to break new ground, we explore how to separate the disruptors from the disrupted.

Four myths about investing overseas

Despite trade war spats and economic uncertainty, there are compelling reasons to look outside the home market for investments, such as enhanced diversification, and the potential for better returns.

The Dotcom Bubble and active investing

If markets aren’t always efficient, it implies there is scope for some active managers to capitalise on market mispricing. But how easy is this really?

World economy in 2018

With 2017 in the rear view mirror, we start to examine what this year has in store. William discusses why 2017 was a positive year for investors and whether we can be expecting more of the same in 2018.

2018 dividend heroes revealed

Investment trusts are celebrating a major anniversary this year. We examine its reputation as an attractive option for income-seeking investors.

Inflation and the bond market

William Hobbs, Barclays’ Head of Investment Strategy, explores the prospects for inflation and capital markets, amidst diminishing economic slack and a surprisingly timed dollop of fiscal largesse in the US.

First quarter market review

William Hobbs, Barclays' Head of Investment Strategy, reviews the markets during the first quarter of 2018 including the threat of trade tensions, swings in stock markets and the return of inflation.

Bitcoin - a new asset?

Bitcoin has yielded astronomical returns in recent years, sparking debate amongst investors as to whether it should be treated as a regular asset class. We weigh up the pros and cons.

Investment News & Articles

Keeping up to speed with the issues that could affect your investments is important for all smart investors. Read our latest articles to discover topical economic and market insight, investment ideas, and some of the trends which are shaping the world today.