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Funds News

Why equity income investors need to beware of sterling ‘risk’

Kepler Trust Intelligence’s Callum Stokeld explains the impact sterling appreciation could have on UK equity income strategies and how investment trusts could mitigate any rise.

Square Mile’s Hasler: Low costs shouldn’t be the only reason investors choose passives

Investors need to consider more than just costs when deciding which type of strategy best meets their needs, says fund research expert Victoria Hasler.

Investors have never had it so good, says Monks' Adair

The manager said tailwinds are more important for investors than headlines, yet good news doesn’t sell newspapers.

How losing your job in your 50s can hit your retirement plans

John Blowers considers the best course of action if you are made redundant with barely a decade to go until you can draw your pension.

Five forces at the forefront of the next decade for Asia

Jane Andrews, founder of BambuBlack Asset Management, considers five major forces likely to shape the next decade of investing in Asia.

SYZ’s Pichoud: Why I’m turning to equities for bond-like returns

The manager explains how he has adapted his fixed income-focused strategy to cope with low and negative rates.

Don’t let the general election derail long-term investments

The upcoming general election is a big issue for investors, but it shouldn’t change their long-term investment outlooks, several experts argue.

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.

Professional investors look to UK funds after “chaos and uncertainty” eases

With a general election looming large on the horizon, professional investors spent more time in November researching UK equity strategies.

M&G suspends £2.5bn property fund after “high and sustained outflows”

Dealing in the M&G Property Portfolio has been temporarily suspended to give the managers chance to meet redemption requests.

Why do so many investors ignore the biggest employer on the planet?

Henry Boucher and Jeneiv Shah of the Sarasin Food & Agriculture Opportunities fund say it is remarkable how many investors ignore the food chain.

Opportunities bubble up from a changing investment landscape

James Klempster, director of investment management at Momentum Global Investment Management, considers the outlook for several different asset classes in an ever-changing market.

What negative rates mean for markets and how to position for them

PIMCO’s Nicola Mai and Peder Beck-Friis explain what impact a negative rate environment would likely have on markets and what investors should look out for.

Jason Hollands: Seven of the best funds for bargain hunters

Bestinvest’s Jason Hollands identifies seven funds from markets with attractively valued investment opportunities.

Saxo Bank’s 10 “outrageous” forecasts for 2020

Analysts at the Danish investment bank look at the unlikely but underappreciated events that might rock markets next year.

An “infrastructure” trust without political risk

GCP Asset Backed Income offers investors high and reliable yields that are secured against assets, but “steers clear of anything Jeremy Corbyn might want to get his hands on”.

The China fund that claims to be benefiting from the trade war

Tiffany Hsiao of the Matthews China Small Companies fund says US tariffs have benefited her holdings by driving Chinese businesses and investors to look domestically for opportunities.

Are millennials right to be confident about their retirement savings?

The Global Investor Study 2019 found millennials are optimistic about their retirement outlook but should they be doing more?

Five companies transforming our future

Thomas Fitzgerald, co-manager of the EdenTree Amity International fund, highlights five leading-edge sustainable companies effecting positive change for society and the environment, while delivering compelling robust long-term investment cases.

The economic indicators reassuring Fidelity International right now

Fidelity International’s lead economic indicators appear to be signalling a positive 2020, especially for emerging markets.

Why investors shouldn’t get carried away by the value rally

Columbia Threadneedle Investments’ William Davies explains why a short-term return to favour for value investing might not necessarily signal a longer-term trend.

The top-rated UK equity fund managers bouncing back after a bottom-quartile 2018

Trustnet looks at the data to find out which Alpha Managers have delivered top-quartile returns this year after finishing at the bottom of the performance table in 2018.

Mundy: Only “nutters” like me will benefit post-Brexit

The Investec UK Special Situations manager says foreign investors returning to the UK will be forced to buy domestically orientated stocks, as the quality multi-nationals are too expensive.

How to separate megatrends from short-term fads

Anthony Luzio finds out how to tell the difference between the themes set to drive markets over the long term and short-term fads that can quickly blow up in your face.

Are we having another financial crisis?

Hinesh Patel, portfolio manager at Quilter Investors, considers whether the data and macro picture is telling us that markets are heading towards, or are already in, another financial crisis.

Biotech and UK funds rally during “optimistic” November

Trustnet finds out which funds made the highest total returns in November, during a time when investor sentiment showed signs of improving.

Why Brexit isn’t just a problem for UK stocks

Asset manager DWS explains why a Brexit deal isn’t just in the best interests of domestic equity strategies and investigates what impact the different scenarios could have on European markets.

What should investors do when nothing in their portfolio is working?

Premier Miton Investors’ Simon Evan-Cook puts faith in the words “you must never confuse faith that you will prevail in the end with the discipline to confront the most brutal facts of your current reality”.