Financial Services

Companies providing banking, savings and loans, asset management, credit services, investment brokerage and insurance. UK‑listed companies in this sector include HSBC Holdings plc, Barclays plc, Lloyds Banking Group plc, Standard Chartered plc, Prudential plc and Schroders plc.

Global Opportunities Trust Monthly Portfolio and Asset Position update (December 2025)

As at 31 December 2025, Global Opportunities Trust had net assets of £117.5 million. The portfolio was diversified across regions and sectors, with equity investments representing 53.6% of net assets and cash and other net assets accounting for 46.4%...

January 26, 2026

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

January 23, 2026

Differentiated portfolio positioning among UK investment trusts: New Research

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

January 23, 2026

AI power demand puts uranium in investor spotlight

AI’s energy demands are pushing uranium into a new phase of strategic investor interest...

January 23, 2026

Investor capital flows hold up mainland China equities

China’s stock market is attracting fresh capital despite regulatory caution, with investor focus turning to metals, space and selective growth themes...

January 23, 2026

Record plc reaches new AUM high in Q3 FY26 as inflows continue

In its Q3 FY26 trading update, Record plc reported assets under management of US$115.9bn, reflecting strong inflows into Passive Hedging and a second consecutive quarter of inflows for FX Alpha...

January 23, 2026

Investors assess growth-labour imbalance as market cycle evolves into 2026

Market outlook sharpens as investors weigh growth momentum against labour and valuation risks...

January 22, 2026

Structured products gain ground in yield-focused portfolios

Structured products give investors tailored access to markets, yield and risk exposure through defined-outcome instruments...

January 22, 2026

Unilever builds global momentum through US market focus

Unilever’s US strategy shows how local execution is key to global performance...

January 22, 2026

European stocks rise as geopolitical risk recedes

European stocks gained as trade tensions eased and tech sentiment lifted investor appetite across the region...

January 22, 2026

FTSE recovery signals return of confidence after tariff reprieve

FTSE indices recover as tariff risks ease, renewing investor focus on UK equity fundamentals...

January 22, 2026

CQS Natural Resources Growth and Income double-digit NAV and share price gains in Dec 2025

CQS Natural Resources Growth and Income achieved NAV growth of 10.3% in the month, outperforming global energy and mining indices, with continued strength driven by precious metals exposure...

January 22, 2026

Geopolitical clarity supports uptick in European equities

European stocks moved higher as concerns over US–Greenland tensions eased...

January 22, 2026

Asian markets lift as geopolitical pressure eases

Asian markets rose as geopolitical risk eased after the U.S. backed off tariff threats tied to Greenland...

January 22, 2026

RECI Investor Day highlights upside opportunities in real estate lending

Hardman & Co analyst Mark Thomas discusses Real Estate Credit Investments Limited’s latest Investor Day, highlighting a strong pipeline of opportunities in less competitive real estate lending sub-sectors, disciplined capital allocation, and a continued focus on balancing risk management with shareholder returns...

January 21, 2026

Donroe Doctrine resets US foreign policy focus

The Donroe Doctrine reflects a more assertive US policy — investors must reassess exposure to geopolitical and resource risks...

January 20, 2026

Key UK business deadlines for 2026

Stay ahead of the curve with the essential UK business deadlines for 2026 — tax, payroll, planning and more...

January 20, 2026

AI in Healthcare 2025

In 2025, AI began reshaping healthcare delivery and marketing with practical applications, signalling a maturing investment landscape...

January 20, 2026

Electric vehicle sector at a strategic crossroads

Electric vehicle adoption faces a strategic turning point, making policy and corporate positioning key drivers of investor opportunity...

January 20, 2026

News and Interview Alerts

Company Presentations

SAE Renewables Future Strategy to 2035 and Investment Case by Graham Reid CEO

One Health Group (AQSE:OHGR) final results presentation

Cerillion CEO & CFO present stellar H1 2024 interim results

Poolbeg Pharma – Well Positioned for Success with CEO Jeremy Skillington

Q&As

Elemental Royalty CEO David Cole on merger synergies and global royalty growth

17 December 2025

Hardman & Co

NB Private Equity Partners 2025 CMD: good returns from low-risk PE model

10 December 2025

Real Estate Credit Investments (RECI): Investor Day: opportunities aplenty

2 December 2025

Volta Finance: Liquid access to outperforming private credit

6 October 2025

Real Estate Credit Investments: What RECI brings to investors

15 September 2025

Chesnara Plc: Showing good operational progress

8 September 2025

Green News

Ilika Plc: Solid-State Breakthroughs Put Stereax and Goliath in the Spotlight (Video)

23 January 2026

Drax expands FlexGen platform with Flexitricity acquisition

21 January 2026

View all Sustainable sectors, Plcs and news >>

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Latest Interviews

Oriole Resources: Technical Submission at Bibemi Sparks Momentum Toward First Exploitation Licence (Video)

Ilika plc Advances Solid-State Batteries With 10Ah Goliath Breakthrough (Video)

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Elemental Royalty Corporation: Unlocking long-term value through high-impact royalties (Video)

BrokerTalk

JPMorgan European Discovery Trust (JEDT) Latest Research, January 2026

8 January 2026

Pharos Energy Strengthens Position in Egypt and Vietnam, Says Cavendish

8 January 2026

Pharos Energy Positioned for Growth with Increased Drilling Momentum – Progressive Equity Research

18 December 2025

Elemental Royalty Poised for Growth in the Mid-Tier Precious Metals Sector, Says Cantor Fitzgerald

18 December 2025

Sintana Energy Set to Unlock South Atlantic Potential, Says Auctus Advisors

17 December 2025

Funds

ACG Metals positioned for strong cash generation and long-term value as copper production ramps up, highlights DIVI fund manager

6 February 2026

BlueNord ASA fund manager expects very substantial cash generation for years

6 February 2026

Primary Health Properties surplus cash fuels generous dividend, Gervais Williams impressed

4 February 2026

Arbuthnot Banking Group ‘remarkably low valuation given its prospects’ says DIVI Fund Manager

4 February 2026

View all Funds, Market Insights and news >>

FTSE 100 News

UK Broker Ratings

Workspace Group PLC (WKP.L) Investor Outlook: What the 14.29% Potential Upside Means for You

6 February 2026

Zigup Plc (ZIG.L) Stock Analysis: Industrial Rental Services Giant with a 30% Upside Potential

6 February 2026

WH Smith PLC (SMWH.L) Investor Outlook: Navigating Potential Upside Amidst Market Challenges

6 February 2026

XPS Pensions Group PLC (XPS.L): Analyst Consensus Points to 29% Upside Potential for UK-Based Pension Specialist

6 February 2026

WORLDWIDE HEALTHCARE TRUST PLC (WWH.L) Stock Analysis: A Look at Recent Price Movements Amidst Strong Buy Ratings

6 February 2026

May 10, 2024

Global Opportunities Trust Monthly Portfolio and Asset Position update (December 2025)

January 26, 2026

Record Reports Strong Q3 Growth Driven by Net Flows and Asset Gains – Edison Investment Research

Record plc reports strong Q3 growth with AUM reaching $115.9bn, driven by $3.3bn net flows, according to Edison Investment Research...

January 23, 2026

Differentiated portfolio positioning among UK investment trusts: New Research

New research from Kepler Trust Intelligence examines Fidelity Asian Values, highlighting how its valuation-led approach has resulted in a highly differentiated portfolio positioning...

January 23, 2026

AI power demand puts uranium in investor spotlight

AI’s energy demands are pushing uranium into a new phase of strategic investor interest...

January 23, 2026

Investor capital flows hold up mainland China equities

China’s stock market is attracting fresh capital despite regulatory caution, with investor focus turning to metals, space and selective growth themes...

January 23, 2026

Record plc reaches new AUM high in Q3 FY26 as inflows continue

In its Q3 FY26 trading update, Record plc reported assets under management of US$115.9bn, reflecting strong inflows into Passive Hedging and a second consecutive quarter of inflows for FX Alpha...

January 23, 2026

Investors assess growth-labour imbalance as market cycle evolves into 2026

Market outlook sharpens as investors weigh growth momentum against labour and valuation risks...

January 22, 2026

Structured products gain ground in yield-focused portfolios

Structured products give investors tailored access to markets, yield and risk exposure through defined-outcome instruments...

January 22, 2026

Unilever builds global momentum through US market focus

Unilever’s US strategy shows how local execution is key to global performance...

January 22, 2026

European stocks rise as geopolitical risk recedes

European stocks gained as trade tensions eased and tech sentiment lifted investor appetite across the region...

January 22, 2026

FTSE recovery signals return of confidence after tariff reprieve

FTSE indices recover as tariff risks ease, renewing investor focus on UK equity fundamentals...

January 22, 2026

CQS Natural Resources Growth and Income double-digit NAV and share price gains in Dec 2025

CQS Natural Resources Growth and Income achieved NAV growth of 10.3% in the month, outperforming global energy and mining indices, with continued strength driven by precious metals exposure...