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Funds News

Are cost-conscious investors still moving to low-cost options?

In a market environment of low alpha and regulation aimed at getting better value for investors, FE Trustnet asked experts to weigh in on the debate over fees.

What is thematic investing and why should investors care?

Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities.

UK investors more sceptical about climate change impact than peers

The latest Schroders Global Investor Study has found that just under a quarter of UK investors ranked sustainability as a first or second priority when investing.

How I learned to stop worrying and love volatility: FE Trustnet Magazine is out now!

The latest edition asks whether long-term investors should throw caution to the wind and stick all their money in equities, or keep half an eye on the downside, just in case.

The funds that rebounded hardest from a bottom-quartile 2018

FE Trustnet looks at the IA North America, IA Global and IA Emerging Markets funds that have delivered top-quartile returns this year after a bottom-quartile 2018.

Fund managers should act like private equity investors, says Martin Currie’s Osmani

The manager says he lives by the Warren Buffett quote, ‘if you are not willing to own a stock for 10 years, don’t even think about owning it for 10 minutes’.

Nordea's Beck: The 'extraordinary' opportunity in unloved US small-cap value

Andrew Beck, president and CEO of River Road Asset Management and portfolio manager of the Nordea 1 – North American Value and Nordea 1 – North American Small Cap funds, explains why the price you pay is hugely important in avoiding value traps, which is paricularly important when investing in US small caps.

Momentum’s Klempster: Don’t fall down “rabbit hole of negativity”

The director says investors “who stick with it” through periods of uncertainty are more likely to reach their goals.

Fed cuts another 25bps: What does it mean for markets?

The Federal Reserve has announced a further rate cut of 25 basis points, but this has left some commentators underwhelmed.

The Great British sell-off: Three UK stocks on “astonishing” valuations

Tony Yarrow of the TB Wise Multi-Asset Income fund names three stocks that have become victims of an “overly pessimistic market”.

Why God would have been fired if he was an active manager

Even perfect foresight of the best and worst stocks over five years would not prevent career-threatening periods of short-term underperformance, according to a new study.

Why Europe is fertile hunting ground for income-seeking investors

In a world of low bond yields, many investors struggle to extract a decent income from their portfolios, but European shares could be a potentially attractive option.

Sustainable investing requires deeper thinking to avoid the greenwash

David Osfield, portfolio manager of the EdenTree Amity International fund, looks at the issues surrounding ‘greenwashing’ and what needs to be done to achieve genuine sustainable investing.

The three ‘food groups’ offering UK investors ‘real’ diversification

JP Morgan Asset Management’s Simon Crinage and Phil Waller explain why its new real assets trust can help protect UK investors against a more uncertain environment.

Fidelity International’s Alex Wright: Why I’m finding value in UK defensive stocks

The FE Alpha Manager takes defensive positioning to highest overweight in history amid challenging environment for UK equities.

Recession fears remain high among funds managers, BAML survey shows

Fund managers remain overweight assets that should outperform in a low growth, low rate environment, the latest Bank of America Merrill Lynch Global Fund Manager Survey finds.

Why this pro-Brexit manager is warning about the impact of climate change

Jason Pidcock of the Jupiter Asian Income fund says the fallout from climate change will become a genuine concern for investors over the next 10 to 15 years.

The ‘value’ and ‘growth’ straitjackets

Christopher Garsten & Charles Glasse, portfolio managers in the European equity team at Waverton Investment Management, explain why they think the monikers ‘value’ or ‘growth’ are a bit of a straitjacket when it comes to asset allocation.

Why is value outperforming growth right now?

Unicorn Asset Management’s Peter Walls explains what is behind the recent reversal of the growth trend that has dominated equity markets for much of the past decade.

Columbia Threadneedle’s Burgess: Is Europe turning into Japan?

With debt levels at post-crisis highs, Columbia Threadneedle’s Mark Burgess asks whether eurozone could get stuck in a low growth and low inflation rut.

GDIM’s Sparke: Three more funds to buy, hold and forget about

FE Trustnet’s series on how to build a long-term, low-maintenance portfolio consisting of just three funds continues with Tom Sparke of GDIM.

Gerrit Smit: Why I don’t buy the idea of a coming recession

The manager of the Stonehage Fleming Global Best Ideas Equity fund said the length of an economic expansion has little relevance to when it will end.

The reasons why funds blow up

James Klempster, director of investment management at Momentum Global Investment Management consider the three different types of fund 'mishaps' that investors should be aware of.

What the Saudi oil attack means for markets

An attack on a two Saudi oil facilities over the weekend has seen oil prices surge as global supplies were cut by 5 per cent.

The sectors with the highest proportion of loss-making funds over 3yrs

FE Trustnet takes a closer look at the Investment Association universe to find out which sectors have the worst track record over three years.