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Funds News

Nick Train: There have been times when I've looked with envy and chagrin at the growth opportunities being captured in markets outside of the UK

The manager of Finsbury Growth & Income talks about the trust’s recent performance and explains why there are still opportunities in the UK for growth investors.

Sipp drawdown investors embrace risk for retirement funding

Hargreaves Lansdown data highlights drawdown investors' tech-heavy approach to funding retirement.

Tech, bonds or China: Which asset class should I back for 2024?

Trustnet editor Jonathan Jones considers his fund pick for next year.

The table that tells you everything you need to know about bond returns next year

Interest rates would have to rise 100 basis points before bonds made a loss.

The next AI wave will be ‘boring’

How to think about investing in the less glamorous side of AI.

Don’t cry for Argentina yet

Short term there is upside both in credit and equities.

The Asia and emerging market funds and trusts yielding more than cash

Both Asia and Latin America offer high-yielding opportunities.

Somerset Capital Management to wind down

The wealth management company lost its main client and announced the closure of its institutional business.

The sustainable global funds so good they’re worth adding ahead of mainstream funds

Fund pickers chose Ninety One Global Environment, Brown Advisory Global Leaders, CCLA Better World Equity and WHEB Sustainability.

Soft landings don’t exist, says Allianz’ Riddell

The fixed-income manager’s case for a hard landing.

Four UK stocks to buy or gift this Christmas

RBC Brewin Dolphin’s Rob Burgeman picks four Christmas-themed UK stocks.

History of small-cap strength through recoveries

Today we see near-term catalysts for a small-cap revival and encourage investors not to miss the opportunity.

Investors remain cautious in November and favour money market funds

Investors poured £525m into money market funds last month.

JP Morgan launches actively-managed global equity ETF

The UCITS ETF seeks to provide investors with a 7-9% income per year, paid monthly.

There's no long-term value to be added through alternative assets, says wealth manager

Ebi Portfolios explains why it prefers conventional asset classes.

Short sellers bet against Petrofac as it contends with a ‘liquidity crisis’

Petrofac’s share price has fallen 70% this year and its bonds are trading at a deep discount to par.

Interest rates falling, tech on top and a UK recovery: How investment trust managers see 2024 playing out

Trustnet rounds up the views from managers in various asset classes.

BlackRock Investment Institute’s themes to watch for during COP28

The world’s largest manager has identified climate resilience as an emerging investment theme.

Capturing opportunities from a new investment landscape

The case for investing in risk assets is more attractive in an environment where the money supply is growing.

Takeovers drive outperformance for Lowland investment company

The Henderson strategy announced its annual results today.

What inflation, recessions and equity returns are ‘normally’

Charles Montanaro examines what normal really looks like.

Gold prices hit an all-time high driven by falling real rates and a weaker US dollar

The yellow metal surges to a new record high as investors seek a safe haven amid rising geopolitical tensions and central bank buying.

Fund picks for a junior ISA with nine years to maturity

Trustnet asks the experts to suggest funds to buy and hold for the next decade or so.

Saudis buy Champions League amid AI security crisis and the end of capitalism: Saxo Bank’s outrageous predictions for 2024

The investment bank’s eight made-up events with the potential to shake the world.

Redwheel’s Lance: What Warren Buffet’s ‘silent’ partner Charles Munger can still teach investors

Lance’s recommended reading to commemorate Munger and his ‘brilliant’ advice on the psychology of human misjudgement.

Japan is having a moment – and there is more to come

One stock firmly in the spotlight in 2023 and one which epitomises the change in sentiment is Toyota

The best funds in the worst sectors of the past three years: Smaller companies

Trustnet researches the small-caps funds that have bucked the trend and proven worthwhile investments.

St James’s Place continues efforts to cut costs with changes in manager line-up

The UK’s largest wealth manager has replaced managers on three funds.

UK advisers worry most about central bank policy mistake

Diversification will be the key if central banks get their interest rate decisions wrong.

How to construct the perfect junior ISA portfolio for a nine-year old

Experts recommend investing in global equities, with some side bets on UK small-caps, emerging markets and bonds.

Tech funds on track to top 2023 performance tables after November surge

With one month to go before the end of the year, tech funds have extended their lead once again.