Research Centre
The information in Fund News is not an investment recommendation to you on the suitability of investing. We don't offer advice. If you're unsure, seek independent advice. The value of investments can fall as well as rise. You may get back less than you invest.

Funds News

What does a Covid-19 vaccine mean for gold?

Jupiter Asset Management’s Chris Mahoney explains what the emergence of several vaccines means for the price of the yellow metal.

You’ve not missed the boat on UK equities… yet

Church House Investment Management's Rory Campbell-Lamerton discusses the discounts that many UK businesses are still trading on compared with their international counterparts.

After a difficult Covid-19, could the Indian economy join in the global recovery?

David Cornell of India Capital Growth gives his outlook on the Indian economy and highlights where the key growth areas could be.

Why Schroders is launching a UK investment trust now

The new Schroders British Opportunities Trust is targeting a “once in a generation opportunity” in UK equities.

The only industry where business is guaranteed

Artemis’s Kartik Kumar reveals why he is backing a recovery in Dignity Funerals.

The tables might have finally turned: Value trusts for a vaccine rally

Kepler Partners’ William Sobczak highlights three investment trusts that could be among the beneficiaries of a long-awaited rally in value stocks.

Robin Geffen: FAANGs wouldn’t make small-cap medal table this year

The Liontrust Global Smaller Companies manager says the excitement around the performance of the tech mega caps this year needs to be put in context.

What changes to the way inflation is calculated could mean for investors

The UK government has announced changes to the RPI rate of inflation that will have an impact on investors and pensioners.

UK companies are cheap: the smaller the cheaper

UK stocks have lagged their global peers, but is the stage set for a change of fortune?

Four funds to hold alongside Baillie Gifford American

Trustnet asks market experts for the funds they would hold alongside the top-performing Baillie Gifford American fund.

What does the Spending Review mean for the UK economy?

The government has detailed their spending plans for next year, but how this will impact the UK investor remains to be seen.

The US election and a “goldilocks” scenario for emerging market debt

Finisterre Capital's Damien Buchet considers the outlook for emerging market debt in light of the US election results and explains how a more entrenched December rally carrying over into 2021 and positive inflows is a fair possibility.

The arguments against the four headwinds facing tech stocks

Although technology stocks have been the market leaders for some time several risks have arisen recently, risks which Legal & General Investment Management’s Chris Teschmacher rebuts.

How to know when to invest passively

There are four reasons to consider a passive vehicle when looking at an asset class, according to James Klempster, investment director at Momentum Global Investment Management.

What the Covid-19 vaccine can tell us about the sector everybody is talking about

Vaccine developments have bolstered biotech stocks this year, but according to Janus Henderson’s Agustin Mohedas, there is plenty more on the horizon.

Three funds to help protect your portfolio from inflation

Willis Owen’s Adrian Lowcock highlights three strategies he believes can help protect investors from inflation over the long term.

The implications of a high debt world

JP Morgan Asset Management's Thushka Maharaj explains what higher levels of debt mean for bond corporate and sovereign bond yields.

How renewable energy could fill the income void left by oil & gas

Alex O’Cinneide, manager of the £88m Gore Street Energy Storage fund, reveals how battery assets can fill the dividend hole left behind by major oil & gas energy players.

Four bargain areas of the market and their investment opportunities

FundCalibre’s Juliet Schooling Latter gives four markets which are currently trading at significant discounts and the investment options within them.

Global Britain: should the dramatic shift in ownership of the UK stock market be feared or cheered?

Domestic investors no longer rule the roost in the UK stock market. We look at why foreign investors now dominate and what it means for investing.

Richard Colwell: Investors can’t afford to wait for certainty in the UK market

The Threadneedle UK Equity Income manager says that although the UK has underperformed for longer than expected, this will just amplify the impact when momentum finally turns.

Asset Management Taskforce calls for “a step change” in investment stewardship

The group has published its report on how the UK can strengthen its reputation as a global centre of excellence in stewardship practice.

Don’t get sucked into ‘dash for trash Mark 2’, says Downing’s Banyard

The VT Downing Unique Opportunities manager says she could well lag the rally kickstarted by positive vaccine news, but this is unlikely to have much bearing on her long-term performance.

Retail bargain? Covid-19 underscores opportunity in unloved retail parks

Ediston Property Investment Company's Calum Bruce considers the continued need for physical retail and the benefits of being out-of-town in terms of adhering to social distancing measures.

Five emerging market companies which could rival the FAANGs

GAM Investments’ Tim Love highlights what he thinks are strong, emerging market equivalents to the US FAANGs.

Could the worst be over for global income investors?

November’s edition of the Janus Henderson Global Dividend index shows that despite a decline in global dividends during Q3 there are signs that the worst could be over.

Will 60/40 survive the Covid-19 pandemic?

The demise of the traditional asset allocation model has been written about many times before but could the coronavirus be about to kill it off for good?