Research Centre

Funds News

Asia like “a pig wearing lipstick”, says Asia manager

Schroders’ Robin Parbrook has taken the highly unusual step of urging caution towards his own asset class – even though it is being heavily tipped by his peers.

Outlook 2019: Asian equity markets

Robin Parbrook and King Fuei Lee, Co-Fund Managers, Schroder Asian Total Return Investment plc advocate a cautious approach to Asian equity markets as China increasingly finds itself in an economic quagmire.

The search for ‘good’ companies and the potential for outperformance

Kevin Balakrishna, senior portfolio manager at Thomas Miller Investment, considers how active stockpicking can deliver long-term outperformance.

What people aren’t talking about enough when it comes to credit

Hermes Investment Management’s Fraser Lundie gives his outlook for the credit market and explains one aspect of it that people have been overlooking.

The five market assumptions investors are currently making

Psigma Investment Management’s Thomas Becket considers the likelihood of the five main assumptions investors are making about markets.

The cautious funds topping their sector on (almost) every metric

We examine the IA Mixed Investment 20-60% Shares sector to see which funds have been well ahead of their peers over the past five years.

The most consistent IA Europe ex UK funds of the decade

Seven funds have beaten their sector in eight of the past 10 calendar years and one of these managed the feat in all 10.

Why you shouldn't give up on emerging markets after "disappointing" 2018

James Donald, head of emerging markets at Lazard Asset Management, explains why the long-term case for emerging market equity exposure remains despite recent challenges.

Four infrastructure trusts that Numis thinks are worth a look

The broker’s analysts argue that infrastructure looks like it has recovered from the difficult first few months of 2018.

Managers sound corporate bond warnings as cycle matures

Fixed income managers are concerned by the outlook for some parts of the investment grade and high yield market, despite their strong recent performance.

BlackRock takes top spot in FE Alpha Manager rebalance

More than 50 names were added to the FE Alpha Manager list for 2019 taking the total to 200, with a significant number of first time appearances.

Alex Wright: What to look for (and avoid) in UK domestics

The Fidelity Special Situations manager says there are four criteria he applies to domestically focused stocks to see if their potential returns outweigh the risk.

Seven themes that investors in emerging Asia have to watch

Fidelity International’s Dhananjay Phadnis explains why China isn’t the only factor influencing emerging Asia.

Biggest threat to capitalism now central banks, says Murray International's Bruce Stout

The Aberdeen Standard Investments manager says these organisations are no longer in control of the situation they have created.

Why you need to remember that the UK economy and stock market are “very different beasts”

Hargreaves Lansdown’s Laith Khalaf explains why fears over the impact of a weaker UK economy on the stock market might be misplaced.

Why investors should recalibrate their outlook to shun recency bias in 2019

Markets are forward looking so investors should be too, according to Fisher Investments chief executive officer Damian Ornani.

The only equity sector where the average fund has been less risky than tracking the FTSE 100

The FE Risk Scores show that the majority of equity fund sectors have been more volatile than the UK market in recent years.

‘Advisers should be careful when using these funds’: Research warns on multi-asset’s 2018 failure

Research by Natixis suggests that multi-asset strategies did little to aid investor portfolios during the turbulent conditions of the past year.

Coutts’ four positions to start 2019… and four challenges to face

The private bank outlines the major themes that it believes will affect portfolios over the course of the coming year.