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Funds News

Where next for fixed income markets?

Mirabaud Asset Management head of fixed income Andrew Lake offers an overview of the bond market, after 2021’s first couple of months.

The stocks that top investment trust managers favour for a value rally

Some well-known value managers reveal which stocks they are picking to benefit from a continued value rally.

Wirecard sale helps ex-Darwall fund top Europe consistency table

Mark Heslop and Mark Nichols started selling down the payments processor when they took charge of Jupiter European in October 2019, receiving an average price of €130 a share.

Baillie Gifford and Jupiter funds among alternative picks to M&G Optimal Income

Trustnet asked several fund pickers what investors could consider if they plan on selling out of the M&G Optimal Income fund.

The funds that dodged the IA UK Equity Income sector’s 29.3% dividend cut

After a terrible year for UK dividends, Trustnet finds out how the coronavirus pandemic affected payouts from the UK equity income funds.

How to handle ‘exceptional’ outperformers like Scottish Mortgage

A total return of 2,400 per cent since first investing in a trust might seem like the best of results, but as Church House’s James Johnsen explains, dealing with such success can be a two-edged sword.

Smith & Williamson’s three core UK equity funds for growth

James Burns, co-head of the Smith & Williamson Managed Portfolio Service, reveals three of his core UK equity fund picks and explains why the firm is now underweight US equities for the first time in almost a decade.

BlackRock ‘debuts’ overweight to UK equities on recovery hopes

The world’s largest asset management house has upped its exposure to the UK and trimmed its allocation to government bonds, eyeing a better-than-expected recovery from the coronavirus crisis.

'First mover advantage': The analysts’ verdict on Baillie Gifford’s new Keystone Positive Change trust

The dual investment objective of the relaunched Keystone Positive Change investment trust will benefit from widespread investor demand, according to some analysts.

Brace yourselves for the recovery – but don’t expect it to lift the market

Brunner’s Matthew Tillet warns that a recovery has already been priced in to many cyclical stocks, even though they face an uncertain future.

What Aviva Investors’ multi-asset portfolios are watching in 2021

The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping Aviva Investors’ view for multi-asset portfolios.

Global dividend cuts 'better than feared' in 2020, says Janus Henderson

Janus Henderson’s latest Global Dividend Index report looks back at impact Covid-19 had on global dividends last year and the outlook for 2021.

Whatever happened to the BRICs? Trustnet Magazine is out now!

February’s edition considers the fate of Brazil, Russia and India and asks why they were lumped in with China in the first place.

Four funds that could weather a 1929-style crash

Trustnet asked market experts for the funds they would consider if the US market is in the late stages of an epic bubble.

Bestinvest’s Spot the Dog finds £50bn in underperforming funds despite improvement

The latest edition of Bestinvest’s Spot the Dog report found that the number of ‘dog funds’ has decreased over the past six months, but is still up on a 12 month basis.

Why Japan is well placed for a global recovery – and three funds to play it

Both growth and value strategies have cause to be optimistic in Japan as Covid-19 has accelerated the need for domestic reform.

The charts that show how markets look one year after the coronavirus crash

One year after the market started to tank because of the coronavirus pandemic, Trustnet finds out what returns look like by asset class, investment style, market cap and a range of other viewpoints.

The best & worst performing funds a year on from the Covid-19 crash

Trustnet examines how sectors and funds have performed 12 months on from the start of the coronavirus sell-off last February.

Why the best performer in the IA universe last year isn’t taking profits

Baillie Gifford American made 121.84 per cent in 2020, but still has 18 of its top-20 positions from this time last year.

What next, after Asia’s ‘good war’ with Covid?

Asian shares have benefited from the region’s effective handling of the pandemic, but what comes next, ask Schroders’ Matthew Dobbs and Richard Sennitt.