Fund Research & Insight

Fund researchFund investment ideasFund sector reviewsResponsible investing

Fund Research

The latest research from our expert fund research team. No news or research item is a personal recommendation to deal.
Legal & General Future World ESG Tilted & Optimised Developed Index: February 2025 fund update
Legal & General Future World ESG Tilted & Optimised Emerging Markets Index: February 2025 fund update
Jupiter Global Value Equity: January 2025 Fund Update
Invesco Tactical Bond: January 2025 fund update
Global stock market review – which markets did best and worst?
Fidelity Special Situations: January 2025 fund update

Fund investment ideas

How to invest in climate-change solutions – 2 fund ideas
US tech stocks fall – 3 fund ideas to diversify a portfolio
Should you invest in gold in 2025? – Plus 2 investment ideas
3 fund ideas to benefit from a falling pound

Fund sectors

UK Equity Income
UK Growth
Global
Europe
Specialist
UK Small and Mid-Sized Companies
Asia & Emerging Markets
Mixed Investment / Total Return
Japan
North America
Property
Bonds

Fund sector reviews

Global stock market review – which markets did best and worst?
UK stock market review – what did best and what’s next for 2025?
Japan stock market review – Nikkei 225 reaches record highs, but what’s next?
US funds review – Wall Street rallies from Trump election victory
Europe funds review – which stock markets have done the best so far in 2024?
Asia and emerging markets review – where do we stand heading towards 2025?

Fund notifications

Fund notifications
Fund notifications

Our research team provide updates on popular funds to keep you aware of key changes in the fund, including manager changes and acquisitions.

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Fund shortlists

Fund shortlists
The Wealth Shortlist

We put funds under the microscope to make sure the list only contains the funds that our in-depth analysis indicates have the greatest performance potential.

Explore The Wealth Shortlist
Established tracker funds
HL ready-made portfolios
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Pensions and savings gaps: the HL Savings and Resilience Barometer
SYMO (Switch Your Money On) podcast 1260x840
Personal finance
Podcast

Responsible investing

Responsible investing 1
Approaches

Find out about the different approaches to responsible investing and what they could mean for your portfolio and investment decisions.

Learn about responsible investing
Responsible investing 2
Responsible Investing Fund Ideas

Our analysts have identified a shortlist of funds with long-term performance potential within the responsible investing sector.

Explore fund ideas
Responsible investing 3
Latest articles

Our expert research team provide regular research and analysis on the world of Responsible Investing.

Read our latest articles