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Funds News

Fundsmith, Scottish Mortgage & Vanguard LifeStrategy: Trustnet’s most-viewed funds, trusts and ETFs in 2020’s first half

We reveal the factsheets that Trustnet readers have been looking at during 2020’s turbulent first six months.

A trust up 500% over 10 years in an “inherently defensive” sector

The Worldwide Healthcare Trust’s Sven Borho and Trevor Polischuk say demand across most of the biotech space is highly inelastic, leaving it isolated from larger economic trends.

Think laterally: Spotting the opportunity overshadowed by crisis

Ben Preston, manager of Orbis Global Equity, argues that crises mean deeper structural changes are often overlooked, and that it is these structural trends that are more important to watch for long-term investors.

The top bond funds for risk-adjusted returns in H1

Trustnet looks at which bond funds posted both top-ranked returns and low volatility during the first half of 2020

“Insufficient to move the dial”: Sunak’s £30bn mini-Budget fails to wow fund managers

Chancellor Rishi Sunak announced plans to pump another £30bn into the UK economy, but investors are doubtful that such “Polyfilla policies” will have much effect.

The outlook for gold looks bright heading into the second half

A gold fund manager, an equity income manager, and an investment bank share their views on why gold could be poised to continue its rally.

Why Japan has a head start in adapting to the new normal

For a region so often regarded as “yesterday’s market”, Japan may be the country best-prepared for the post-coronavirus world, writes Adam Lewis.

Can policymakers spend the global economy out of trouble?

David Absolon, investment director at Heartwood Investment Management, considers policymakers’ response to the Covid-19 crisis and risks that could emerge further down the line.

What makes managing a sustainable equity fund different

Lazard Asset Management’s Barnaby Wilson explains the different approaches he takes for the two global equity mandates he oversees.

Colin Morton: Why I’ve added two property stocks to my income fund

Franklin Templeton Investments’ head of UK equities explains why the two new names in its UK equity income fund are from one of the most troubled sectors.

Could investors find themselves caught in ‘dividend traps’ amid falling profits?

Research from Janus Henderson Global Investors shows that the impact of the Covid-19 pandemic may leave some investors in a ‘dividend trap’.

A bond fund that hasn’t sacrificed safety for top returns

Waverton Sterling Bond is the only fund in the IA Sterling Strategic Bond sector that is in the top quartile over three and five years for performance and suppressing volatility.

Why investors should consider investing in US smaller companies

Nick Ford, manager of the LF Miton US Smaller Companies fund, explains why recent IPOs are an important source of ideas for US small-cap growth investors as companies with unique products or services come to market.

Why you shouldn’t confuse the US market recovery with the economy

Several fund managers and market analysts discuss the opportunities in the US’ contracting economy and thriving market.

Why we may have already seen peak fossil fuel demand

BP and Shell have written off almost $40bn of assets since mid-June, but one strategist believes this is just “the tip of the iceberg”.

What are the long-term prospects for healthcare investing post Covid-19?

The pandemic has shone a spotlight on healthcare but what happens when a vaccine is found? We asked Schroders’ investment experts for their views on the sector’s long-term prospects.

How US and gold equity funds have jumped up the three-year rankings

Trustnet considers the top-performing equity funds over three years have changed over the past six months.

Future tax increases and spending cuts could see a fiscal cliff emerging

Central banks have reacted efficiently throughout the coronavirus crisis, but in the recovery hits to household income and rising unemployment could create a ‘fiscal cliff’, according to Carmignac’s Didier Saint-Georges.

The 10 steps for picking a sustainable fund

Alex Illingworth, manager on the Mid Wynd Investment Trust and Artemis Global Select fund, explains what investors should be looking for when selecting a sustainable investment fund.

Will Trump defy the odds for re-election in a recession year?

Fidelity Investment’s Aditya Khowala discusses the two-pronged approach he believes Donald Trump will take to win the US election.

10 investment convictions that Lombard Odier foresees for the rest of 2020

After a volatile six months, Swiss private bank Lombard Odier reveals the 10 investment convictions that it thinks could unfold in 2020’s latter half.

Gold, growth and tech: The charts showing what you should have bought in 2020’s second quarter

Trustnet reviews the second quarter of 2020 through a variety of lenses, including investment style, fund sector and industry.