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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.

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Join in the staycation

We take a look at three UK funds; Artemis Income, Lindsell Train UK Equity and Jupiter UK Mid Cap.

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Is the US stock market in a bubble?

In this article, we take a closer look at the US stock market and consider whether it is in a bubble.

Three funds to drive positive change for the environment – and next generations

Here are three funds supporting a cleaner environment.

Value vs. Growth

Why a diversified strategy that combines a blend of value and growth shares may be the best approach for long-term investors.

How sustainable is your ESG fund?

The value of an investment is no longer just about the return. An increasing number of investors want their money to make a positive impact on society and the world at large. Here, we consider what it means for an ESG fund to be sustainable.

Three funds capturing the bounce-back from lockdown

It’s been a busy year for fund managers, as periods of national lockdown have forced them to reconsider the future prospects for the companies they invest in. We look at three funds that have been devoting their time to working out which companies will emerge from lockdown stronger, and which ones may well struggle.

Are you ready for ‘The Great Wealth Transfer’?

Over the next twenty to thirty years, a record £5.5 trillion is set to be transferred between the generations as either inheritance or gifts1. In this article, we discuss ways to make this transfer of wealth smoother, and ways to include beneficiaries in conversations to educate and prepare the next generation of investors.

Top of the stocks

We take a look at some of the stocks that are at the top of fund managers' holdings and why they might prove to be successful long-term investments.

What drives the performance of your portfolio: the sector or the country?

Last year, we saw a change of President in the US and the UK leaving the EU. But did these headline events drive the performance of your portfolio or was it due to something else? In this article, we examine how sector performance is often the driver of returns across different markets.

Staying at home: an unforgettable year

A year can be a long time in investment markets. We have written before that there is no such thing as a normal year for investors, and the past year has certainly proved that. We reflect on the factors affecting investor behaviour and why a long-term investment strategy remains an investor’s best defence for this lack of normality.

Three Investment lessons from the year that changed the world

The coronavirus lockdown has allowed some of us to learn many new skills, but there are even more useful things we can learn from the way global markets have behaved over the past year. Here, we share what we believe are three important takeaways from the crisis so far.

Where are our experts investing their ISA allowance?

Where Barclays experts invest their ISA allowance.

Is it time to rethink your emerging markets investments?

We have seen incredible growth in emerging markets over the last few decades. However, with weaker health systems, lower social safety nets and exposure to global trade, emerging market countries have been adversely impacted by the pandemic. Here, we consider whether the emerging market growth story is set to continue.

3 lessons from 2020

As usual for this time of year, we take the opportunity to reflect back on some of the lessons learnt. The team pick their top three (of the many lessons always being taught by markets!). From a reminder of the high threshold to bet against humankind’s ingenuity to the dangers of misusing historical context, we discuss the ways in which we think this year could make all of us better investors.

2021 – A new beginning?

While 2020 has been a terrible year, it has also served as a reminder of what can be achieved with accumulated scientific knowledge and technological advances when the incentives align. Here, we explore what we can expect from 2021 – are investors too optimistic about a return to normality? How should we interpret predictions after a year that reminded us of their limitations? 

How has coronavirus impacted return expectations?

The winners from the last three decades are almost certainly going to be different from the winners of the future but what does this mean for investors?

Who are the stock market winners and losers from the coronavirus vaccine?

As news of a potential coronavirus vaccine drives a surge in global share markets, we explore the likely winners and losers of a possible return to normality.

Is a Ford Fiesta the ultimate ‘value for money’?

The cheapest new car you can buy in the UK today is a Dacia Sandero. If cost is so important to us, why are we not all driving round in a Dacia Sandero? The truth is, there's something else at play – value for money. When you look at the investment funds industry today, there has never been a greater focus on cost. However, are we all keeping an eye on value for money?

How simple is investing in the US stock market?

Here, we talk to Aziz Hamzaogullari, Manager of the Loomis Sayles US Equity Leaders Fund, who shares his views on investing in the US stock market.

Why you don’t want to invest like a pigeon

Given the threat of escalating coronavirus cases across many parts of the world, you may find yourself considering if you should be invested or if you should delay any investment for now. What lessons can we take from animal behaviour when considering our own, and should investors try and time the market?

How can you make your investments have a positive impact?

There are many different ways that your investments can have a positive impact. Here, we consider what to look out for and explore some of the interesting areas where investments have a real benefit to society.

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?

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.

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?

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.

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.

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