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Funds News

Blue Whale’s Yiu: Semiconductor stocks are becoming less cyclical and more valuable

Semiconductor stocks have “underestimated potential for alpha” and their valuations are likely to climb higher than ever before, according to Blue Whale’s Stephen Yiu.

What will the US election mean for global markets?

Mid-cap stocks and emerging market equities could outperform once the dust from the US presidential race settles.

Three funds to consider in an uncertain bond market

Last week’s Budget sparked some volatility in the gilt market but Hargreaves Lansdown thinks yields are attractive enough to lock in.

FCA to allow fund managers to combine dealing and research payments

The Financial Conduct Authority consults on reversing the ‘unbundling’ rules for pooled funds.

Have your cake and eat it too: Emerging markets funds with the best risk-adjusted returns

Cautious strategies succeeded in delivering the most bang for investors’ bucks.

M&G sustainability range loses Square Mile ratings on fund merger plans

Funds are unlikely to grow large enough to become commercially viable.

Funds to ignite your portfolio on Bonfire Night

Five funds to add a bit of spark to your portfolio, according to experts.

Pictet’s multi-asset chief: Investors have become too risk adverse

As cash becomes less attractive, Pictet’s Shaniel Ramjee encourages investors to be more adventurous and explore new asset classes.

Do US elections matter for stock returns?

Even if we assume that presidents influence economies, they aren’t a decisive factor in driving stock markets.

Is this a good time to revisit out-of-favour oil stocks?

Half of UK equity income funds hold Shell in their top 10 and the same is true for BP; Trustnet investigates whether they remain good investments after a tough year.

Chancellor’s CGT raid sparks record outflow from equity funds

The latest fund flow data from Calastone shows outflows from every category of equity fund last month.

What a Trump presidency would mean for markets

Mirabaud’s John Plassard offers an in-depth analysis of what would happen if Donald Trump won this week’s US presidential election.

Four mixed-asset funds to anchor your portfolio

Advisers suggest multi-asset funds to lower the drawdown risk and volatility of investors’ portfolios.

The best and worst funds in October

Trustnet finds out which funds posted the highest returns last month… and which faced the biggest losses.

Death and taxes: The Budget has transformed planning for life’s two certainties

Pension funds are no longer a tool for passing wealth to the next generation.

How to shelter your assets from the chancellor’s CGT raid

The ‘bed, spouse and ISA’ manoeuvre could save couples thousands of pounds in taxes.

Invesco unveils new AI, cybersecurity and defence thematic ETFs

Invesco’s new ETFs aim to capture long-term growth trends in the artificial intelligence, cybersecurity and defence sectors.

Law Debenture’s Henderson: ‘Income funds should always focus on growing the capital first’

With alternative energy stocks, AIM-listed companies, investment trusts and zero-dividend shares, Law Debenture is far from a typical UK equity income fund.

A manager’s dilemma: Is Nvidia the next Cisco?

Brunner’s Bishop dissects the arguments for and against owning Nvidia.

Transformational disposal in the works for unloved infrastructure fund

GCP Infrastructure is improving its risk-adjusted returns and is on track to narrow its discount.

The European funds striking the best balance between risk and reward

Trustnet examines which European funds delivered the best risk-adjusted returns during the past five years.

Smoking hot: Why fund managers are lighting up tobacco stocks

“There is nothing that combines the quality, value and income attributes of the tobacco sector”, said Troy Asset Management’s James Harries.

M&G's five frightening financial charts to fear this Halloween

As Halloween approaches, it’s time for the Bond Vigilantes’ yearly round-up of the spookiest charts in global finance. 

What’s spooking the markets this Halloween?

Government bond markets have taken fright but equity investors seem remarkably complacent and that could come back to haunt them.