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Funds News

Let me entertain you: Fidelity American Special Situations is backing Disney

Storytelling that drives higher revenue should enable Disney to achieve double digit operating margins, according to Rosanna Burcheri, manager of Fidelity American Special Situations.

The general election and your finances

How could the 4 July general election affect savings and investments?

Hermes’ Lundie joins Aviva to lead fixed income team

Fraser Lundie is joining Aviva Investors as global head of fixed income.

Stephen Bird steps down as abrdn chief

Chief financial officer Jason Windsor appointed interim chief executive.

Nine multi-asset fund ideas for retired investors

Troy and Royal London strategies feature amongst fund selectors’ suggestions for retirees.

One of the ‘last value investors left standing’ on building a strategy for an unloved market

Henry Dixon and Jack Barrat have won the FE fundinfo Alpha Manager of the Year award for UK equities for the second year running.

European equities are too cheap to ignore but real value is hiding in the small-caps

Small-caps are an inefficient, under-researched market, which means uncovering the best investment opportunities can be more meaningful.

Snap election could delay BoE’s first rate cut

A Labour victory would be positive for housing and infrastructure, but the overall impact on financial markets will be muted, investment managers suggest.

Global dividend growth at record highs, Janus Henderson index reveals

Banks and US companies stand out as the top contributors to dividend growth.

Scottish Mortgage sells Tencent; warns companies need to be more resilient

Tom Slater explains why the trust has sold longstanding holding Tencent.

Nvidia shares are about to become much more affordable

Nvidia announced a 10-for-one stock split as it unveiled record-breaking results last night.

The areas where Schroders funds are excelling and struggling

Schroders Asia funds are going strong, but the Europe offering is struggling.

Schroders Sustainable Growth outperforms with a broader approach to sustainability

Charles Somers, manager of Schroder Global Sustainable Growth, has been named FE fundinfo’s New Alpha Manager of the Year.

Is ‘set and forget’ the right approach to asset allocation?

Investors have done incredibly well over the past 15 years by simply holding cheap passive trackers, but returns for the next decade and a half appear far less certain.

The only UK stock these global managers own

One global fund has been cutting back on its US tech exposure and adding to this UK company.

L&G’s first private markets LTAF receives FCA approval

Defined-contribution pensions will have access to L&G’s first private markets long-term asset fund from this summer.

UK inflation approaches Bank of England target for first time in three years

The consumer prices index hit its lowest since July 2021.

Why Hawksmoor is betting big on the UK’s recovery

Hawksmoor is bullish on the “astonishingly cheap” UK and expects returns of 10% per annum or more.

Global stocks value managers are excited about right now

Three managers reveal their favourite stocks across different markets.

How the FE fundinfo Alpha Manager of the Year trounced his market

Robin Parbrook, manager of Schroder Asian Total Return, has been named FE fundinfo Alpha Manager of the Year.

Return of the MAC: A dynamic approach to credit investing

With fears of an economic hard landing abating and interest rates expected to stay higher for longer, a greater allocation to high yield can potentially boost the returns of a multi-asset credit strategy.

Schroders’ Robin Parbrook and 14 others scoop Alpha Manager awards

RLAM, Man GLG, Janus Henderson and Schroders triumph in two categories each.

Savers suffer as fixed bond and cash ISA rates fall

Rates could still appeal however, despite recent drops.

Investing £20k in the US now will lose you almost £8k, says fund manager

Expected US returns are likely to disappoint investors, said Redwheel’s Ian Lance.

Nine in 10 pension funds fail to beat a FTSE All Share tracker

Retirees and those saving for retirement often invest in poorly performing funds, an AJ Bell study finds.

Picks, shovels and investing in European smaller companies

There is a rich vein of opportunity in European smaller companies that provide essential tools for the technology and healthcare sectors.

What is the ideal size for a small-cap fund?

Experts prefer UK small-cap funds with £60m to £200m, but a larger size is acceptable for US strategies.

Should you buy, hold or fold Hargreaves Lansdown’s stock?

Jefferies and Peel Hunt one, short sellers zero as the brokers’ buy ratings prove prescient.

The emerging markets funds that keep delivering the most bang for your buck

Morgan Stanley’s MS INVF Emerging Leaders Equity fund and Carmignac Portfolio Emergents outperformed the most over five years.