Research Centre
The information in Fund News is not an investment recommendation to you on the suitability of investing. We don't offer advice. If you're unsure, seek independent advice. The value of investments can fall as well as rise. You may get back less than you invest.

Funds News

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.

The UK all-cap funds investing the most in their best ideas

Trustnet looks at the IA UK All Companies funds that have invested at least half of their portfolios in their top-10 holdings.

Are gilts going to zero?

Adrian Hull, head of fixed income at Kames Capital, considers the outlook for the UK gilt market in a world of netgative rates.

Some inconvenient truths about income

Your investment returns may not meet expectations – so do something about it now.

Why investors shouldn't focus too much on one investment style

Aviva Investors’ Alistair Way says too many investors are sticking by the growth investment style exposing their portfolio to greater risk if value returns to favour.

Investors at risk of being held in a neutral investment state

Colombia Threadneedle Investments’ Maya Bhandari says that investors are fearful of being too optimistic or too cautious, but she doesn’t expect that to hold for 2020.

Three small cap stocks using tech to gain an edge in unexpected areas

Polar Capital UK Value Opportunities’ George Godber and Georgina Hamilton name three companies using technological innovation to gain a competitive edge over their peers.

Time to be prudent as value and growth volatility intensifies

Managers become bullish in November as ‘fear of missing out’ hits

Fund managers hike equity allocations and cut cash levels to a five-year low as concerns over global growth slip away, influential Bank of America Merrill Lynch survey finds.

Troy’s Lyon: My worst stock pick in 18 years on Trojan

Alpha Manager Sebastian Lyon explains why record label EMI was one of his worst ever stock picks.

10 investment themes set to dominate the 2020s

The megatrends fuelling social, environmental, political and economic challenges are likely to reach their boiling point in the 2020s, according to Bank of America Merrill Lynch.

Hargreaves Lansdown scraps exit fees – should you switch platforms?

John Blowers asks if the 1.2 million clients of the UK’s largest investment platform should move their money now that this will no longer incur a charge.

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

Are trade tensions getting you down?

Mid Wynd Investment Trust co-manager Simon Edelsten considers the history of trade deals and explains why current trade tensions are not a reason to avoid investing.

Why the Fed rate cut could be good news for equities

Premier Asset Management’s Neil Birrell explains what the Fed rate cut means for different asset classes and how he has positioned his fund range.

‘Sunnier skies are opening’: Pictet lifts equity underweight to neutral, favouring EM and value

The firm’s multi-asset team thinks that conditions in the global economy and markets are looking better than they have done in recent months.

The top-performing sector on a 20% discount

Adam Lewis finds out why the IT Private Equity sector remains unpopular.

President Trump: Three years down, one to go

Randy Frederick, Charles Schwab’s vice president of trading and derivatives, considers how the market has performed under the current US administration compared with previous presidents.

Invesco’s Barnett: Come to me if you want reliable income

The manager of Invesco Income and High Income says “the income offered in my portfolios is better diversified, better-covered and offers better growth than the UK equity market”.

Darius McDermott: Tapping into a Brexit deal bounce

FundCalibre's Darius McDermott highlights four funds that could benefit from Boris Johnson's new Brexit deal should he secure victory in the forthcoming general election.

Buffettology, Lindsell Train and Baillie Gifford climbing up in adviser research

Trustnet reviews the biggest fund sectors and finds out which of their members are being looked at more by professional investors.