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Funds News

Don’t miss UK opportunities because of the macro outlook, says RLAM’s Marwood

UK equities manager Richard Marwood explains why avoiding certain areas of the market could see investors miss out on some interesting stocks.

Why investors need to hold both equities and government bonds

With growing concerns over the longevity of the post-crisis bull run, GAM’s Michael Biggs explains why investors should take a balanced approach.

Looking for growth? Try income funds

With growth expectations starting to wane, investors are waking up to how income funds can help boost their returns.

Don’t waste your time looking at what a company does today, says Baillie Gifford’s Gibson

The manager says investors could have analysed Amazon’s products and markets to death when it started and still would not have identified what made it so valuable.

The battle of the bays: China’s urban ascent

In the "battle of the bays" featuring locations such as Tokyo, New York and San Francisco, our money is on China's Greater Bay Area becoming the pre-eminent economic region in the world.

Investing in reform: the next five years in India post elections

Abhinav Mehra and Andrew Draycott, co-managers of the CC Indian Subcontinent fund, explain why the next five years will allow India to benefit fully from reforms introduced by prime minister Narendra Modi in his first term.

Three UK stocks to lead your portfolio on a US invasion

Legal & General Investment Management’s Gavin Launder takes a closer look at three UK companies he believes could conquer the US.

The seven deadly sins of investing: FE Trustnet Magazine is out now!

The June edition examines how human fallibility can harm your portfolio.

What investors should consider in the late-cycle environment

With the late-cycle environment stoking fears of a recession amid growing geopolitical tensions, Walker Crips portfolio manager Andrew Morgan explains what action it has taken to protect investors.

How the best and worst performers of 2018 have fared so far this year

FE Trustnet looks at the best and worst performers of last year and finds out how they have performed 2019-to-date.

You can’t trust India’s growth figures – say India managers

Ocean Dial’s David Cornell and JP Morgan’s Rukhshad Shroff say earnings have been in a recession for five years – but there is light at the end of the tunnel.

John Bilton: Allocation may be as much about timing as it is about fundamentals

John Bilton, head of global multi-asset strategy at JP Morgan Asset Management, reflects on the performance of markets so far this year and discusses the outlook for markets in the months ahead.

Why Greggs’ vegan sausage roll sums up the flaws of growth investing

Donald Maxwell-Scott of Rowan Dartington says every single person in the UK would have had to have eaten at least 15 of the meat-free treats since January to justify the uplift in the baker’s share price.

Fund managers become most bearish since global financial crisis

Allocators hike cash and move to lowest equity allocations in 10 years in bid to seek protection from trade wars and recession, the latest Bank of America Global Fund Manager Survey reveals.

“The elastic is becoming very stretched”: Columbia Threadneedle’s Colwell thinks a market rotation is overdue

The Threadneedle UK Equity Income manager believes that conditions now look similar to the tech bubble of 1999.

Liontrust’s Roberts: You’re probably stuffed either way if you buy gilts

Fixed income manager David Roberts explains why now may not be the best time to buy UK government bonds given the uncertain outlook.

Investors should note the approaching tipping point for renewable energy

Renewable energy may soon put downward, not upward, pressure on energy prices, prompting a much faster move away from fossil fuels.

The three secular forces powering the tech revolution

Scott Berg, portfolio manager of the T. Rowe Price Global Growth Equity fund, discusses the long-term factors we believe will continue to drive the technology sector.

Why the market could be wrong about what the Fed will do

Investor expectations of Fed rate cuts might be off the mark, according to two market experts, as the Federal Reserve prepares to meet later this week.

The 15 investment trust sectors yielding more than 3%

Research from the Association of Investment Companies also shows that two peer groups have an average yield of more than 8 per cent.