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Funds News

Multi-asset managers cautious on equity valuations at 2020’s start

Stocks still look attractive compared with bonds but are beginning to seem “a little expensive” after strong returns, according to several multi-asset managers.

Cazenove’s Mui: If you don’t own gold now, it might time to buy some

Despite rallying to high prices last year, Cazenove Capital’s economist Janet Mui says now might be the time for investors to buy into gold.

Why fund managers should act like the “dumbest people in the room”

James Anderson of the Scottish Mortgage Investment Trust says too many investors try to lecture companies about what they should be doing quarter to quarter, when they should be listening.

UK assets: How durable is a post-election recovery?

Thushka Maharaj, global multi-asset strategist, JP Morgan Asset Management, questions whether a post-election recovery in the UK is durable.

Fund managers ‘bullish, but not euphoric' at start of year

The first Bank of America Merrill Lynch Global Fund Manager Survey of the year has found that while investors are bullish about markets and growth, they are not allowing themselves to get carried away.

The four new income funds that Hawksmoor are backing in 2020

Fund managers Daniel Lockyer and Ben Conway discuss the new additions to the MI Hawksmoor Distribution fund.

Searching for "winning cities" in challenged European real estate

Parts of European commercial real estate look challenged in 2020, but opportunities can still be found, especially in "winning cities".

Why was 2019 such a strong year for absolute return funds?

Trustnet takes a closer look at the IA Targeted Absolute Return sector to find out if the strategies managed to live up to their names in 2019.

How Japan is dealing with its “poison pill” problem

AVI’s Joe Bauernfreund says shareholder returns used to come well down the list of priorities for companies in Japan – which is evident from the widespread use of “poison pills”.

Why do central banks matter to investment markets?

David Absolon, investment director at Heartwood Investment Management, considers how the power of central bank stimulus in stimulating the economy might be waning.

The new theme JP Morgan has added to its £1.4bn macro fund

The JPM Global Macro Opportunities fund has started looking at the impact that government and corporate responses to climate change is having in the market.

Why investors shouldn’t pile into cash just yet

With some investors getting jittery about market in 2020, Aberdeen Standard’s Gerry Fowler considers whether now is a good time to hold cash.

“Valuations at extreme levels”: Where is the UK market going in 2020?

With valuations at extreme levels, Sue Noffke and Andy Brough explain how they’re looking at the UK stock market heading into 2020.

Revealed: The managers splitting their time between 10 or more funds

Trustnet discovers which managers have responsibility for the most open-ended funds and investments trusts.

Terry Smith and Nick Train haven’t "cracked" markets, warns Albemarle’s Parker

The managing director said while Smith and Train are fantastic managers, “they’re not the only people in the world who have suddenly worked out how markets work”.

Waiting for global reflation

Mark Nash, head of fixed income at Merian Global investors, considers global markets in 2020 and the potential risks to the asset manager's outlook.

What every investor should know about emerging markets

The lack of correlation between different emerging market economies is something that investors should consider when making an allocation, according to Kepler Trust Intelligence’s Callum Stokeld.

Are UK stocks still being treated like riskier emerging markets?

With the FTSE 100 index having significantly underperformed its international peers until recently, Trustnet asks whether have UK stocks are still priced too cheaply?

The UK equity funds that best navigated two very different years

With 2018 and 2019 giving UK investors some differing conditions to navigate, Trustnet finds out which funds remained in the top quartile for both years.

The fund manager cutting back on hot air emissions

Martin Currie’s Mark Whitehead is investing in a company that aims to reduce the amount of methane produced by farm animals.