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Funds News

What the experts are saying investors need to know about gold

Trustnet asks several market experts their opinions on the performance of gold’s recent rally and which funds they prefer for gaining exposure.

Why the quality style doesn’t only apply to growth strategies

Aberdeen Standard Investments’ Charles Luke explains how relevant the quality style is to income strategies and how it has turned around the performance of his open-ended fund.

Mid Wynd’s Edelsten: No one is more surprised we beat the rally than me

The Artemis manager says his strategy tends to prove its worth when the market wobbles – but it also outperformed in the rebound this year.

Where to look for an income following widespread dividend cuts

Rebecca Jones weighs up the options for income-seekers now their UK dividend love story is over.

Thematic investing - Moving away from the herd

Rahul Bhushan, co-founder of Rize ETF, explains why investors need to take a thematic approach when it comes to investing if they want to identify the next generation of fast-growing companies.

A historic opportunity for value stocks? Or another decade of growth?

Fund managers such as Blue Whale’s Stephen Yiu and Jupiter’s Ben Whitmore ask whether the market will be driven by growth stocks or value companies after the coronavirus crisis.

Four Covid-19 scenarios and how they could impact your portfolio

MSCI’s Thomas Verbraken and Juan Sampieri explain what effect several potential market outcomes could have on investors’ portfolios.

How to spot a good absolute return fund – and three that tick the boxes

Waverton’s Luke Hyde-Smith explains why absolute return funds have struggled in recent years and highlights what he is looking for when buying these strategies.

Bruce Stout: Asia will recover faster from Covid-19 than the West

The manager of the Murray International Trust said the headwinds that will hinder the developed world over the coming years will be more than matched by the tailwinds pushing Asia higher.

Three renewable energy stocks Fidelity’s Himsworth is backing

The manager of the Fidelity UK Opportunities fund says that while this part of the market contains “tomorrow’s companies”, you need to be selective as valuations are often excessive.

How to invest in Japan during the pandemic era

Shintaro Harada, chief portfolio manager for the Nomura Japan High Conviction Strategy, highlights a number of companies that are likely to emerge stronger from the crisis: from cutting edge automation companies to consumer staples names.

Adrian Lowcock’s four funds for inflation or disinflation

Willis Owen head of personal investing Adrian Lowcock picks two funds for if inflation takes off and two for if disinflation prevails.

Almost every fund sector makes positive returns in May

Trustnet looks at the best and worst performing funds and sectors after risk appetite returned to markets last month.

Advisers explore sustainable funds as coronavirus supports new megatrend

During May, FE Analytics users turned their attention to some of the best-performing sustainable investment strategies as they continue to outperform in the coronavirus crisis.

Fundsmith’s O’Brien: Emerging economies’ growth to outpace developed markets despite coronavirus

Fundsmith emerging equities trust manager Michael O’Brien believes companies selected with the Fundsmith ethos will still ultimately benefit from the trends that drive emerging market growth.

Fidelity’s three investment trusts that could shore up an income portfolio

With a weak outlook for dividends, Fidelity’s Daniel Lane highlights three investment trusts with strong records of income investing.

Five funds that these experts would never look to sell

Trustnet speaks to three industry experts about the funds that they would never seek to offload, even during the Covid-19 crisis.

Crux’s Ward: Banks offer one of the best risk/reward trade-offs in the market

The manager of the TM CRUX UK Core fund has no doubt the banks will survive the crisis and expects them to deliver double-digit returns on equity once it is all over.

Should investors be more worried about inflation or deflation?

Massive fiscal easing may unleash the forces of inflation on the economy – but a rise in unemployment and failing businesses means deflation could be an even bigger threat, writes Anthony Luzio.

Avoid high yielders to beat the great dividend crisis

Baillie Gifford's James Dow explains the kind of discipline investors must exercise to invest in the dividend-paying businesses of the future, rather than clinging to the high-yielders of the past.

Why ‘winning the peace’ will be important in any recovery from Covid-19

Newton Investment Management’s Andrew Parry explains how Covid-19 is the opportunity to re-build a long-term, sustainable recovery.