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Funds News

UK equities in an interest rate cutting cycle: A lesson from history

The data makes the case that when the Bank of England is cutting rates it’s time to consider the often-overlooked UK mid-caps.

Troy’s guide to investing during hot, noisy markets

“Being able to invest through discomfort is very important for a global equity manager. You’ve got to be able to take a bit of pain,” says Gabrielle Boyle.

The undervalued region where Liontrust, L&G and Invesco are all placing their bets

These multi-asset managers are all overweight emerging market equities.

An approach to valuing decarbonisation: Identifying the leaders and laggards

For sectors with material CO2 emissions, carbon pricing will present a significant challenge and reveal companies to be either leaders or laggards.

Where SJP is overweight and underweight

Justin Onuekwusi explains where the UK’s largest wealth manager is moving its clients’ money.

TAM’s James Penny: The market’s marching towards overheated territory – here’s how to play it

People’s obsession with central banks is masking other risks, which could come into effect if markets continue rising as they have over the past two quarters.

Three charts that show when bonds beat equities

Bonds beat stocks around a third of the time, but this rises to almost 50% in certain scenarios.

AJ Bell dumps Fidelity Global Special Situations from favourites list

Jeremy Podger’s succession ‘hasn’t been as well managed as it could have been’.

Mid Wynd’s new managers: These companies ‘break economics’

The incoming managers of Mid Wynd discuss how they make money by investing in companies that break the rules of competition.

Investing in technology: Beyond the IT sector

Investing in technology is investing in the future.

When Vanguard LifeStrategy 60% Equity will flourish and struggle

Experts discuss what investors can expect from the most popular of the Vanguard fund range.

Preparing for a downturn: Starbucks and BlackRock are on Troy’s shopping list

James Harries, who manages the Troy Global Income strategy, is getting ready for a potential stock market slump by researching which companies he would buy if valuations returned to a more reasonable level.

The investment case for China

We believe that select China-based companies have been oversold, although their fundamentals remain strong.

The discounted investment trusts this specialist stockpicker is snapping up

MIGO’s co-manager highlights which trusts she expects to outperform and whose discounts are likely to narrow.

The global bond funds that keep delivering the most bang for your buck

Positive alpha has been difficult to achieve for global bonds funds.

The return of the total return kings

Two mechanisms could realise value in UK equities without the need for large inflows: corporate takeovers and share buybacks.

The experts’ perfect fund pairings for investing in bonds

Fund selectors explain how to build a comprehensive fixed income allocation.

‘Lazy’ bond managers just using credit ratings are missing out, say Alpha Managers

Royal London's corporate bond managers believe some of their competitors rely excessively on ratings agencies because they are too lazy to do their own research.

Don’t follow the herd: Three anti-consensus asset classes

Going against consensus is never easy. It often feels uncomfortable.

Canaccord’s four unloved areas full of opportunities

The wealth manager likes UK small- and mid-caps, China, healthcare and infrastructure.

The top-quartile Asian funds that weren’t afraid to stray from their benchmarks

Trustnet reveals which funds in the IA Asia Pacific Excluding Japan and IA Asia Pacific Including Japan sectors delivered the best returns while diverging significantly from their benchmark.

The only UK All Companies veteran manager still producing top returns

Trustnet looks at funds within the IA UK All Companies sector that have been managed by the same manager since 2004 or earlier and have achieved top-quartile returns over the past three years.