James Gard
James Gard is editorial manager for Morningstar UK.
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Will Andy Burnham Raise Taxes?
The bond and currency market reactions to UK political changes have been modest so far.
Investor Focus: FTSE 100 AI Stocks, ISA Changes Explained, Triple Lock in View
Wrapping up our coverage of the markets and the week.
Investor Focus: UK Interest Rate Decision, Why Gold is Weak, SpaceX IPO
Wrapping up our coverage of markets and the week.
SpaceX IPO: Which UK Investment Trusts Have Most Exposure?
SpaceX is the largest holding in the UK’s biggest investment trust, Scottish Mortgage.
Investor Focus: SpaceX’s Mega-IPO, FTSE 100 Reshuffles, Best and Worst UK Stocks
Wrapping up our coverage of markets and the week.
The Best- and Worst-Performing Funds in May
Asia-Pacific and technology funds were among the best performers last month.
The Best- and Worst-Performing Investment Trusts in May
The majority of UK-listed investment trusts posted positive returns last month.
The Best UK Equity Income Funds
These funds earn top ratings from Morningstar in 2026.
Investor Focus: Top FTSE 100 Dividend Stocks, BT’s Dividend Plans, and Inside the SpaceX IPO
Wrapping up our coverage of the markets and the week.
BT Lays Out New Dividend Plans Despite Lower Revenue
The FTSE 100 stock raises its final dividend and plans to grow the payout every year from 2027.
Investor Focus: FTSE 100 vs FTSE 250, AI Stock Opportunities, and Why UK Bond Yields Are Rising
Wrapping up our coverage of the markets and the week.
AI Bubble or Buying Opportunity? How to Choose the Best Pure-Play AI Stocks Today
Morningstar strategist Michael Field says AI opportunities are emerging beyond Nvidia, with European stocks still lagging US peers.
The Best and Worst Performing Investment Trusts in April
A recovery in equity markets meant almost all UK-listed investment trusts posted positive returns last month.
The Best Global Large-Cap Growth Equity Funds
These funds and ETFs earn top ratings from Morningstar in 2026.
The Best and Worst Performing Funds in Q1
March stock market weakness skewed first-quarter returns, but select funds managed to defy the selloff.
The Best and Worst Performing Investment Trusts in Q1
War-driven declines in equity markets sent many investment trusts into negative territory in the first quarter.
Investor Focus: UK Recession Risks, Top FTSE Stocks This Quarter, Could Oil Prices Keep Rising?
Wrapping up our coverage of the markets and the week.
What to Expect From the New Tax Year
There are plenty of personal finance changes ahead of the overhaul to ISA allowances due in 2027.
Investor Focus: Defense ETFs Rally, BoE Outlook Uncertain, Why Is Gold Falling
Wrapping up our coverage of the markets and the week.
Investor Focus: Iran War Drives Oil Higher, BoE Rate Cuts Repriced, UK Energy Outlook Darkens
Wrapping up our coverage of the markets and the week.
Investor Focus: Best FTSE 100 Dividend Stocks, Mortgage Rates Rise, Bond Yields Spike
Wrapping up our coverage of the markets and the week.
Best FTSE 100 Dividend Stocks: Lloyds, Shell, and Rolls-Royce Raise Payouts
UK earnings season revealed dividend increases across the FTSE 100, with banks, oil majors, and defense giants boosting payouts for income investors.
Investor Focus: Iran War Impact, UK Rate Cuts in Doubt, Rolls-Royce Fair Value Rises
Wrapping up our coverage of the markets and the week.
Will You Pay More Tax by 2027? The Key Dates Every Household Should Know
After Rachel Reeves’ Spring Statement, here are the key allowance dates for 2026 and 2027.
Markets Bet on March Rate Cut as BoE Governor Focuses on ‘Good News’
Falling inflation is paving the way for lower borrowing costs, and the timeline for rate cuts has shifted.
