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Funds News

‘Sunnier skies are opening’: Pictet lifts equity underweight to neutral, favouring EM and value

The firm’s multi-asset team thinks that conditions in the global economy and markets are looking better than they have done in recent months.

The top-performing sector on a 20% discount

Adam Lewis finds out why the IT Private Equity sector remains unpopular.

President Trump: Three years down, one to go

Randy Frederick, Charles Schwab’s vice president of trading and derivatives, considers how the market has performed under the current US administration compared with previous presidents.

Invesco’s Barnett: Come to me if you want reliable income

The manager of Invesco Income and High Income says “the income offered in my portfolios is better diversified, better-covered and offers better growth than the UK equity market”.

Darius McDermott: Tapping into a Brexit deal bounce

FundCalibre's Darius McDermott highlights four funds that could benefit from Boris Johnson's new Brexit deal should he secure victory in the forthcoming general election.

Buffettology, Lindsell Train and Baillie Gifford climbing up in adviser research

Trustnet reviews the biggest fund sectors and finds out which of their members are being looked at more by professional investors.

Five trusts for investors who believe a value revival is on the way

Kepler Trust Intelligence highlights five trusts it believes could take advantage of a resurgence in the value style after years of outperformance for growth strategies.

Why bond tracker funds could be taking more risks than their active peers

Rathbone’s Noelle Cazalis explains how the quality of fixed income indices have been reduced in quality making trackers take more risks.

The top-rated funds you can hold together: UK All Companies

In the second part of this series, Trustnet looks at the top-rated UK All Companies funds investors can hold together without worrying about increasing concentration risk.

The trusts where the managers have plenty of 'skin in the game’

Investec Corporate & Investment Banking analysts Alan Brierley and Ben Newell highlight the investment trusts run by managers who have backed their convictions with a significant amount of their own money.

One of the biggest opportunities, and challenges, in personal finance today

The Share Centre’s Andy Parsons examines the size, scale and opportunity crated by the maturing Child Trust Fund scheme.

TEMIT’s Ness: Investors need to think differently about emerging markets

Portfolio manager Andrew Ness discusses the biases UK investors have towards emerging markets and highlights three emerging markets where they’re missing out on opportunities.

Are the markets being ruled by ‘pinball investing’?

Investors can forget about the battle between the growth and value styles as a new market dynamic seems to be playing out, says Robeco’s global head of fundamental equities.

What is microfinance and why does it matter for investors?

Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?

The top long-term fund managers having a bad 2019

Trustnet takes a look at the top-rated managers with a strong track record who are enduring a challenging year of performance.

Why LGIM thinks the next bear market will be ‘much less severe’ than the past two

Global equity strategist Lars Kreckel argues that the next bear market will only just qualify as such.

Could this be the start of the value upcycle?

Alliance Trust portfolio manager Andrew Wellington explains why the value downcycle, which has so far lasted around 20 months, could finally be coming to an end.

Don’t assume mega caps are safe, warns Aviva’s Murphy

The manager of the Aviva UK Listed Equity Income fund says that just because a business has been successful in the past, it doesn’t mean it will be successful in the future.

The shunned UK asset class that’s starting to look attractive again

Fidelity International’s James Durance considers how a more positive environment – as the likelihood of a Brexit deal increases – has benefited the UK high yield sector.

Which parts of the market are giving investors the roughest and smoothest rides in 2019?

Trustnet examines the volatility of different geographies, industries and fund sectors over the year to date.