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Funds News

Passive funds tumble down the sector rankings in 2019

Trustnet finds that the share of trackers sitting in the top half of their peer groups has come off the strong levels of 2018.

Will Europe experience Japan's 'lost decades' or a Swiss effect?

JP Morgan Asset Management's John Bilton and Stephen Macklow-Smith consider whether Europe is likely to undergo Japanification or whether it will emulate Switzerland as the low rate, low inflation environment continues.

The reasons why investors shouldn’t be put off investing in China

While investors are increasingly thinking about adding to their Chinese equity allocations there are still some unfounded worries holding them back, according to Matthews Asia.

Why you don’t have to be in developed markets to find quality

Alpha Manager Alistair Thompson says there are some good companies to be found in the Asia Pacific region for investors willing to look further afield for quality.

Five small equity funds that are punching above their weight for adviser research

Trustnet finds a number of top-rated funds that are small in size but are being researched more heavily than their bigger rivals.

The Japanese sectors with no interest in making money for shareholders

Richard Aston of the CC Japan Income & Growth Trust says large parts of the Japanese market prioritise the country’s independence and international security over paying dividends.

Climate Progress Dashboard: lack of action raises risk of significant disruption ahead

The lack of progress so far on limiting temperature rises means more urgent action will be needed in the coming years.

Keep your balance: How to invest in UK corporate bonds

Lloyd Harris, manager of the Merian Corporate Bond fund, argues that effective investing in the sterling corporate bond market means keeping a healthy balance, staying flexible, and not following the herd.

Biggest buying opportunity in India since 2013, says Ocean Dial’s Cornell

The manager of the India Capital Growth investment trust warns that investors often buy into the country at the worst possible moment.

Fidelity’s Amit Lodha: What’s good and bad about the markets

Finding the positives in the market has not been the easiest task for fund managers as Fidelity’s Amit Lodha looks at both the good and bad sides of investing today.

Amati’s Jourdan: No easy answers when it comes to UK small-caps

Paul Jourdan, manager of the TB Amati UK Smaller Companies fund, explains how he is balancing risk in the five Crown-rated fund following amid a challenging year for the sector.

Janus Henderson warns of “marked slowdown” in global dividends

The Janus Henderson Global Dividend Index found the trend of slowing dividend growth continued into 2019’s third quarter.

Bond market fears excessive, but investors must be vigilant

Arno Lawrenz, global head of multi-asset strategy at Ashburton Investments, highlights the market that he feels investors must be vigilant of for an optimistic 2020.

Premier’s Evan-Cook: Looking for the best opportunities? Try UK and Japan

Premier Asset Management’s Simon Evan-Cook explains why the UK, especially the micro-cap space and Japan are the only two markets with real investment value and opportunity currently.

A stock that provides "education to the Netflix generation"

Monks Investment Trust’s Malcolm MacColl says Chegg could turn education on its head by moving it to an on-demand model geared towards students rather than “inert institutions”.

interactive investor: Buy gold if Corbyn gets in, but small caps for Boris

Rebecca O’Keeffe, head of investment at interactive investor, examines some of the potential UK general election outcomes and the strategies that could benefit.

A fund that “lives and breathes” this asset class

7IM’s Tony Lawrence reveals why he has bought the Barings Emerging Markets Debt Blended Total Return fund for his portfolios.

A global recession should be avoided, but the UK might not be so lucky

While the outlook for the global economy has turned more positive recently, a recession in the UK is possible while Brexit remains unresolved.

Why the traditional 60/40 equity-bond model no longer works

JP Morgan Asset Management’s John Bilton and Karen Ward explain why investors need to re-think their approach to risk.

Why Japanese stocks should reflect a more optimistic outlook

Fidelity Personal Investing’s Jonathan Wright examines the reasons to be more positive on Japan and the funds that could be used to capitalise on this.