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Funds News

Why the 60/40 model will not last into the 2020s

Question marks over the role played by bonds in a portfolio have led some to suggest that the traditional asset allocation model is no longer fit for purpose.

Is high yield the next step for income-starved bond investors?

Adam Lewis warns investors who may be tempted by the high yield sector that its risk profile has more in common with equities than bonds.

How meeting with companies can unlock hidden alpha

Phil Harris, manager of the EdenTree UK Equity Growth fund, explains why meeting with company management is so important and how it helps identify ' super growth' opportunities.

Rathbones’ Smith: Oh! Jeremy Corbyn 2.0

Ed Smith, head of asset allocation research at Rathbones, examines the implications of Labour’s “radical” manifesto ahead of the 2019 general election.

Fidelity launches water fund in UK after original strategy takes $1bn in a year

The Fidelity Sustainable Water & Waste fund will be managed Bertrand Lecourt after the Luxembourg-domiciled original had a strong first year.

Don’t be scared of domestic-focused UK companies, say Unicorn’s Mackersie and Moon

Unicorn Asset Management’s Fraser Mackersie and Simon Moon explain why they have moved to an overweight in domestically focused UK companies despite the sector remaining out of favour.

Robin McDonald: Why index funds are now the riskiest part of the stock market

The Schroders head of multi-manager explains why he thinks a decade of ultra-loose monetary policy has made index-tracking strategies riskier than many would suspect.

Why equity income investors need to beware of sterling ‘risk’

Kepler Trust Intelligence’s Callum Stokeld explains the impact sterling appreciation could have on UK equity income strategies and how investment trusts could mitigate any rise.

Square Mile’s Hasler: Low costs shouldn’t be the only reason investors choose passives

Investors need to consider more than just costs when deciding which type of strategy best meets their needs, says fund research expert Victoria Hasler.

Investors have never had it so good, says Monks' Adair

The manager said tailwinds are more important for investors than headlines, yet good news doesn’t sell newspapers.

How losing your job in your 50s can hit your retirement plans

John Blowers considers the best course of action if you are made redundant with barely a decade to go until you can draw your pension.

Five forces at the forefront of the next decade for Asia

Jane Andrews, founder of BambuBlack Asset Management, considers five major forces likely to shape the next decade of investing in Asia.

SYZ’s Pichoud: Why I’m turning to equities for bond-like returns

The manager explains how he has adapted his fixed income-focused strategy to cope with low and negative rates.

Don’t let the general election derail long-term investments

The upcoming general election is a big issue for investors, but it shouldn’t change their long-term investment outlooks, several experts argue.

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.

Professional investors look to UK funds after “chaos and uncertainty” eases

With a general election looming large on the horizon, professional investors spent more time in November researching UK equity strategies.

Why do so many investors ignore the biggest employer on the planet?

Henry Boucher and Jeneiv Shah of the Sarasin Food & Agriculture Opportunities fund say it is remarkable how many investors ignore the food chain.

M&G suspends £2.5bn property fund after “high and sustained outflows”

Dealing in the M&G Property Portfolio has been temporarily suspended to give the managers chance to meet redemption requests.

Opportunities bubble up from a changing investment landscape

James Klempster, director of investment management at Momentum Global Investment Management, considers the outlook for several different asset classes in an ever-changing market.

What negative rates mean for markets and how to position for them

PIMCO’s Nicola Mai and Peder Beck-Friis explain what impact a negative rate environment would likely have on markets and what investors should look out for.

Jason Hollands: Seven of the best funds for bargain hunters

Bestinvest’s Jason Hollands identifies seven funds from markets with attractively valued investment opportunities.

Saxo Bank’s 10 “outrageous” forecasts for 2020

Analysts at the Danish investment bank look at the unlikely but underappreciated events that might rock markets next year.