Katie Morley

Top 100 fund update: Over the past year the Liontrust Special Situations Fund's performance has been disappointing. But its managers are sticking to their process

Investors have an opportunity to buy into this smaller companies trust at a big discount.

New pension rules are coming in April next year which will allow you to take more control over how you spend your retirement fund. But don't let the changes catch you out

Deciding whether to use active or passively managed funds in your portfolio can be a tough choice. Here we reveal in which regions active managers struggle to beat their benchmarks most

UK Commercial Property Trust's premium has fallen so this could be a good opportunity to buy a high-yielding trust with a good track record.

Tips for people in the early stages of investing from Katie Morley, who has herself been saving into a stocks & shares Isa for six months.

Retirees with generous defined benefits pensions might prefer to leave additional pensions money to grow, rather than spend it. But they need to know the tax rules

Top 100 fund update: following a period of disappointing performance this monster-sized global investment trust has put in an impressive six months

The S&P 500 index of American blue-chips has reached an all-time high, and most actively managed US equity fund have failed to outperform.

Neil Woodford has dumped HSBC, the only bank he has held since 2002