Mutual fund strategy header - 12 October, 2023

The names of mutual funds don’t always make it clear what securities the manager will invest in. This information is normally readily available from fund managers, but we’ve compiled some brief descriptions of certain strategies you may come across on your investing journey.

Making sense of active mutual fund strategies 

Finimize Bonds Cover image - 13 November, 2023

Corporate bonds are a great way to diversify your investment portfolio, thanks to their (normally) negative correlation with stocks – but bonds can be confusing.

The ins and outs of investing in corporate bonds

Finimize Article - Interest Rates Header - 27 October, 2023

Interest rates are one of the most fundamental parts of finance and in order to be a good investor – heck, even a mediocre one – you need to understand the effects they have on markets. 

How interest rates influence every investment you make

Finimize News Header - 24 October, 2023

Whether it’s a new regulation set to cripple an industry or a breakthrough product that could send company profits sky-high, you’d expect breaking news to move markets and present investment opportunities aplenty.

How the headlines influence your investments (and when to ignore them)

Flexible Video header - 23 October, 2023

A Flexible Stocks & Shares ISA allows you to deposit, withdraw and redeposit funds in the same tax year without impacting your annual ISA allowance. Want to see how this works? Let us explain it in just 90 seconds...


WATCH: Flexible Stocks & Shares ISAs explained in 90 seconds

Long-term investing header image - 23 October, 2023

Many investors are content to invest for the long term by utilising broad-based passive investment products. But what if you want to try and outperform the wider market by selecting individual stocks to hold for 5+ years? Here are some of the considerations investors often make when looking for long-term investments. 

How to identify good long-term investments

M&A alternative header - October, 2023

Billion-dollar deals shake up the market like nothing else, with traders glued to their screens tracking every movement. But how exactly does one company gobble up another? 

Do mergers and acquisitions help or harm your portfolio?

Learn article - different types of equity investments - header image

The most common form of equity investment is buying shares in well-known public companies. There are, however, a few other equity investments that you may want to familiarise yourself with. 

Equity investments: what are the different types? 

Finimize Investing Style Header Image - October, 2023

Professional investors often have what’s known as a “style bias”: they tend to favour a certain type of investment over others.

The art of finding your own personal investment style

Finimize article header - Analysis article - 2 October, 2023

Knowing your way around a firm’s past and present financial statements allows an investor to really understand that company: its hopes, its fears, and its dirty little secrets.

How to analyse financial statements and make sense of a company’s numbers

Getting started cover image - 28 September, 2023

We’ve put together a few pointers below to help you navigate the app and help you get started. 


Getting started on the CMC Invest app

Invest like Buffett - original imagery

Warren Buffett’s investment strategies are studied by amateur and professional investors around the world – and for good reason.

Want to Invest like Buffett? Nine of his investing tactics explained

Can you recession proof your portfolio - original imagery

There are steps investors have historically taken to limit the impact of falling equity markets. Of course, no strategy is ever guaranteed to be 100% successful.

Can you ‘recession-proof’ your portfolio?

Value limit orders vs quantity limit orders - original imagery

The CMC Invest app allows you to place limit orders based on the value of shares you want to purchase, at a predetermined price, as well as the quantity you want to purchase.

Value Limit Orders vs. Quantity Limit Orders

What are limit orders - original imagery

Just like buying goods, investors also have an idea of the price they are willing to buy or sell for an asset. Doing this, however, can be difficult in practice unless you’re spending the day watching the markets.

What are limit orders and how can you use them on the CMC Invest app?

How do high interest rates affect you - original imagery

What do high interest rates mean for my money? There’s a good chance that question is on your mind.

How do high interest rates affect you?

NewFeaturesHeader-May2023

The CMC Invest app’s latest features put more information at our customers’ fingertips, allowing you to make informed investment decisions.

CMC Invest – Additional app features – May 2023

Explaining a core-satellite approach - original imagery

Some investors want to build a portfolio for the long term while also taking advantage of shorter-term opportunities they see in the market.

Explaining a ‘core-satellite’ approach to investing

The pros and cons of dividend investing

When you want your portfolio to generate income, dividend-paying stocks seem like a no-brainer. These are assets that can generate stock-market returns while also paying out regular cash distributions. That all sounds pretty good.

Dividend investing the basics - original image

For many of us with long-term investing plans, finding assets that provide income is appealing. Regular payments generated by the securities we’ve purchased can make it easier to put cash away for 5+ years.

Dividend investing – the basics and jargon busting

How to navigate investment taxes - original imagery

Everybody knows taxation is inevitable. It should come as no surprise, therefore, to learn that when we invest there are taxes we need to navigate.

WATCH: How to navigate investment taxes

Income vs accumulation ETFs - original image

Often, it’s easy to understand what an ETF is investing in – many have names that reflect the indexes they track or the industry sectors they focus on. Other times, however, there are additional qualifying words that can cause confusion.

Income vs accumulation ETFs - what's the difference?

What moves the price of stocks - original image

It’s valuable to understand what forces influence the price of stocks. This way, you’ll know what to expect from your portfolio when market news breaks.

What moves the price of stocks?

Getting started with a flexible stocks & shares ISA - original imagery

If you’re looking to invest in a tax-efficient manner, a Flexible Stocks & Shares ISA is worth exploring.

Getting started with a Flexible Stocks & Shares ISA – common questions and misconceptions

Income investing - what strategies generate cash flow - original images

Income investing involves purchasing assets that provide regular cash payments – i.e., income.

Income investing – what strategies generate cash flow?

ESG data and ratings in the CMC Invest app

If you’ve been browsing our app, you may have noticed a little difference recently. You can now access environmental, social and governance (ESG) scores and data – provided by Sustainalytics – for each asset.

How to use ESG data and ratings in the CMC Invest app

Investment risks you need to know about - longevity and currency risk - original imagery

When you hear the word ‘risk’ the first thing that springs to mind is usually your investments losing value. In reality, it’s far more nuanced than that.

Investment risks you need to know about: Longevity and currency risk

What-s a Stocks & Shares ISA and how does it work - original imagery

Stocks & Shares ISAs allow you to invest a certain amount each year while avoiding charges like capital gains tax. 

What’s a Stocks & Shares ISA and how does it work?

Getting started with ETFs - original imagery

ETFs allow you to invest in the performance of multiple stocks in a single trade. They are an easy way to diversify what companies your money is exposed to.

Getting started with ETFs – the basics you need to know

Investment risks you need to know about Inflation risk and opportunity cost - original imagery

Investment risks you need to know about: Inflation risk and opportunity cost

Investment risks you need to know about - systematic and non-systematic risk - original imagery

Investment risks you need to know about: Systematic and non-systematic risk

What investment fees do I need to know about

Watch our video and understand if you’re investing in the stock market, the chances are that you want to make money, not lose it. There are investment fees you need to be aware of.

WATCH: What investment fees do I need to know about… and how can I avoid them?

Investing Savings what-s the difference - original imagery

Terms like ‘investing’ and ‘saving’ are often used interchangeably. They shouldn’t be. There are key differences between the two.

Investing? Saving? What’s the difference?

Why compounding is magic is for your investments - original imagery

What exactly is compound interest and how can the rest of us benefit from it? Here, we explain all.

Why compounding is magic for your investments

Pros and Cons of passive investing - original imagery

Passive investing is often framed as a strategy that’s focused on buying and holding low-cost index funds/ETFs or assets like stocks and real estate for the long term.

The pros and cons of passive investing

Five -inflation-proof- investments to protect your UK portfolio – original imagery

Headlines warning of rising inflation, a cost-of-living crisis and rising energy bills, you could be forgiven for thinking that investing is futile.

Five ‘inflation-proof’ investments to protect your UK portfolio

Steps to take in creating a five-year investing plan - original imagery

Creating a financial plan for the next five years can help you think with clarity about what you want for your future.

Steps to take in creating a five-year investing plan

How much should I really put away each month

Most financial experts recommend having easy access to three-to-six months of salary so that you’re covered if you lose your job or something.

How much should I really put aside each month?

Should you be trying to time the market - original imagery.

When it comes to investment strategies, there are lots of different routes to take to determine when it’s the best time to put your money to work.

Should you be trying to ‘time the market’?

ESG Investing - what is it and how do you get started - original imagery

Whether it’s the shoes we wear, the cereal we eat or the washing-up liquid we use, by choosing brands that align with our values.

ESG investing – what is it and how do you get started?

Set your ESG preferences

Set which business involvement areas you wish to avoid and at a glance, know if an asset you’re interested in doesn’t meet your values.

Sustainability data at a glance: Set your ESG preferences to align with your values

Mutual funds vs ETFs header - October, 2023

"Mutual funds or ETFs?" is a common question posed by investors looking to build a diversified portfolio. 

Learn hub

How to decide between Mutual Funds or ETFs

Learn hub

How to decide between Mutual Funds or ETFs

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