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Funds News

“There’s plenty in the calendar to keep markets anything but quiet”: Fidelity looks to Q4 with caution

Strategists at Fidelity International highlight the firm’s key overweights and underweights as we approach the end of the year.

If fund managers don’t embrace ESG now, they won’t matter in the future

In the final instalment of FE Trustnet’s ‘Good Money Week’ coverage, we spoke to Janus Henderson’s Dean Cheeseman who says all fund management groups need to think about ESG now.

Lowcock: Five tips and three funds for investors worried by recession

Willis Owen head of personal investing Adrian Lowcock highlights three funds that he believes could weather any potential downturn in markets.

Robin Geffen: Imperial Brands “almost certain” to cut dividend

More than a third of IA UK Equity Income funds hold the stock in their top 10 and it accounts for 5.4 per cent of the sector’s total yield.

Why defence makes sense, irrespective of recession obsessions

Jason Borbora-Sheen, co-portfolio manager of Investec Diversified Income fund, explains how defensive strategies can play a key role in investors' portfolios regardless of whether a recession is imminent or not.

‘Nothing more than a bear market rally’: Why Pictet turned negative on stocks

Strategists at Pictet Asset Management have trimmed their overweights to a number of areas in expectation that more challenging times will be seen from here.

What the industry got wrong about sustainability for 20 years

Ryan Smith, head of ESG research at Kames Capital, dispels four sustainable investment myths.

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

FundCalibre’s four funds that make money and a difference

With Good Money Week in full swing, FundCalibre’s Juliet Schooling Latter highlights four funds that can make investors a profit without sacrificing principles.

David Katimbo-Mugwanya: Income investors must prepare for negative yields

The co-lead portfolio manager of the EdenTree Amity Sterling Bond fund highlights the downward pressures on bond yields and looks at what investors can do in response.

UK active managers struggle to recover 2018 losses during first half of year

Data from S&P Dow Jones Indices reveals fewer UK equity funds outperformed their benchmark over one year after 2018’s challenging final quarter took a toll.

Why investors need to think differently about emerging markets

Pictet Asset Management’s Mary-Therese Barton explains how investors might be missing the human element when investing in emerging markets.

The ethical funds topping their sectors over the past three years

FE Trustnet finds out which have been the strongest performing ethical funds over recent years.

Miton’s Greenwood: Why I’m buying this former “corporate bad boy”

The manager says that private equity trust Oakley Capital has evolved into a more professional operation.

Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?

How private capital can play a greater role in solving the world's environmental problems

Matthew Smith, head of sustainable investments at Storebrand Asset Management, considers the role private businesses and financial capital can play in supporting environmental issues.

Comgest’s Weis: When you don’t have to worry about the macro

The manager of the Comgest Europe Opportunities fund says investor should ignore headlines about politics and economics and focus instead on companies delivering double-digit earnings growth.

Stop confusing credit with bonds, says Investec’s Hansmann

The manager of Investec Global Total Return Credit says parts of the credit market would thrive if inflation increases – unlike government bonds.

Another three funds that investors can buy, hold and forget about

Tracy Zhao, investment research analyst at The Share Centre, highlights three funds that investors can hold together for the long term.

Does the ‘momentum massacre’ mean investors should finally shift their portfolios?

The value style has just started to outperform growth but investors might have to wait to see if this is the start of powerful new trend or just a blip in the momentum trade.

How to work out when you can afford to retire

John Blowers says every person in the UK needs to ask themselves “what will my pension actually buy me and is it what I want?”

The $2.4trn per annum climate change opportunity

Deirdre Cooper, portfolio manager of the Investec Global Environment Strategy, considers the massive financial opportunity open to investors hoping to take advantage of this long-term structural growth story.

Active equity funds hit by ‘outflow flood’ on recession fears

Analysis of fund flow data by funds network Calastone shows the extent to which investors dumped active equity funds in the summer’s challenging conditions.

Kames’ Goddin: There’s no magic green button to make companies ESG-perfect

Global equity manager Neil Goddin explains how bottom-up investing can help identify some of the most innovative sustainable names but looking for a perfect company may be pointless.

How to invest for a late cycle environment

Several strategists and fund managers at Legal & General Investment Management explain how they’re preparing portfolios for the latter stage of the market cycle

The one ESG fund you should hold in your portfolio

As Good Money Week kicks off, FE Trustnet asks fund pickers which is the one ESG fund that every investor should own.