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Funds News

Is ‘set and forget’ the right approach to asset allocation?

Investors have done incredibly well over the past 15 years by simply holding cheap passive trackers, but returns for the next decade and a half appear far less certain.

The only UK stock these global managers own

One global fund has been cutting back on its US tech exposure and adding to this UK company.

L&G’s first private markets LTAF receives FCA approval

Defined-contribution pensions will have access to L&G’s first private markets long-term asset fund from this summer.

UK inflation approaches Bank of England target for first time in three years

The consumer prices index hit its lowest since July 2021.

Why Hawksmoor is betting big on the UK’s recovery

Hawksmoor is bullish on the “astonishingly cheap” UK and expects returns of 10% per annum or more.

Global stocks value managers are excited about right now

Three managers reveal their favourite stocks across different markets.

How the FE fundinfo Alpha Manager of the Year trounced his market

Robin Parbrook, manager of Schroder Asian Total Return, has been named FE fundinfo Alpha Manager of the Year.

Return of the MAC: A dynamic approach to credit investing

With fears of an economic hard landing abating and interest rates expected to stay higher for longer, a greater allocation to high yield can potentially boost the returns of a multi-asset credit strategy.

Schroders’ Robin Parbrook and 14 others scoop Alpha Manager awards

RLAM, Man GLG, Janus Henderson and Schroders triumph in two categories each.

Savers suffer as fixed bond and cash ISA rates fall

Rates could still appeal however, despite recent drops.

Investing £20k in the US now will lose you almost £8k, says fund manager

Expected US returns are likely to disappoint investors, said Redwheel’s Ian Lance.

Nine in 10 pension funds fail to beat a FTSE All Share tracker

Retirees and those saving for retirement often invest in poorly performing funds, an AJ Bell study finds.

Picks, shovels and investing in European smaller companies

There is a rich vein of opportunity in European smaller companies that provide essential tools for the technology and healthcare sectors.

What is the ideal size for a small-cap fund?

Experts prefer UK small-cap funds with £60m to £200m, but a larger size is acceptable for US strategies.

Should you buy, hold or fold Hargreaves Lansdown’s stock?

Jefferies and Peel Hunt one, short sellers zero as the brokers’ buy ratings prove prescient.

The emerging markets funds that keep delivering the most bang for your buck

Morgan Stanley’s MS INVF Emerging Leaders Equity fund and Carmignac Portfolio Emergents outperformed the most over five years.

Ashoka’s Khemka: Managers can't just sit on their laurels and expect to get paid

Prashant Khemka, manager of Ashoka WhiteOak Emerging Markets, believes that managers who don’t beat their benchmarks should not charge fees.

Time for a patriotic punt on the UK stock market?

UK equities hit an all-time high this week but there’s plenty of petrol in the tank to continue fuelling this rally.

The funds to dip your toes back into smaller companies

This could be an attractive entry point into the asset class, say experts.

The two industries investors are wrong to write off

There is more growth in airlines and banks than people think, according to Phoenix Asset Management's Gary Channon.

Is it gold’s time to shine?

The gold price has soared recently but there could still be upside if history is anything to go by.