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Funds News

Is your bond allocation “an accident waiting to happen”?

As the global bond sell-off continues, AJ Bell’s Laith Khalaf questions how much protection bonds can give investors in their current state.

The cream always rises to the top – beware short-termism in UK equity markets

Church House’s Fred Mahon explains why is looking past the UK’s recent value rally to continue investing in high-quality businesses.

The ex-Baillie Gifford manager trying to do something different to the rest of the global sector

The Majedie International Equity fund is run by an ex-Baillie Gifford manager Tom Record with a unique approach to investing in global equities.

Five themes that 2020’s best performing Japan fund is investing in

Nomura Japan High Conviction’s Shintaro Harada explains the long-term themes and stocks his fund is exposed to and how the new prime minister is faring.

Darius McDermott: Is this an ideal market for infrastructure investing?

Chelsea Financial Services’ Darius McDermott argues that infrastructure could start be a more attractive addition to portfolios and highlights several funds in the space that he rates highly.

How one of Japan’s “flaws” helped it dodge 2020’s dividend crisis

Dividends in Japan fell by 2.1 per cent last year, compared with 38.1 per cent in the UK.

The stocks Barings Emerging EMEA Opportunities is adding to after widening its remit

Barings’ Matthias Siller reveals where he is cutting positions and allocating cash to after the formerly named Baring Emerging Europe trust expanded their remit to invest in the Middle East & Africa.

The global equity funds that have ticked (just about) all the boxes

In this annual series, Trustnet finds out which IA Global funds have been outpacing their peers over the past five years on a spread of risk and return measures.

“An era of unprecedented disruption”: Why last year’s tech rally is nothing like the dotcom bubble

Baillie Gifford’s Dave Bujnowski says the decline in fundamentals is often overlooked when discussing the dotcom bubble.

Where next for fixed income markets?

Mirabaud Asset Management head of fixed income Andrew Lake offers an overview of the bond market, after 2021’s first couple of months.

The stocks that top investment trust managers favour for a value rally

Some well-known value managers reveal which stocks they are picking to benefit from a continued value rally.

Wirecard sale helps ex-Darwall fund top Europe consistency table

Mark Heslop and Mark Nichols started selling down the payments processor when they took charge of Jupiter European in October 2019, receiving an average price of €130 a share.

Baillie Gifford and Jupiter funds among alternative picks to M&G Optimal Income

Trustnet asked several fund pickers what investors could consider if they plan on selling out of the M&G Optimal Income fund.

The funds that dodged the IA UK Equity Income sector’s 29.3% dividend cut

After a terrible year for UK dividends, Trustnet finds out how the coronavirus pandemic affected payouts from the UK equity income funds.

How to handle ‘exceptional’ outperformers like Scottish Mortgage

A total return of 2,400 per cent since first investing in a trust might seem like the best of results, but as Church House’s James Johnsen explains, dealing with such success can be a two-edged sword.

Smith & Williamson’s three core UK equity funds for growth

James Burns, co-head of the Smith & Williamson Managed Portfolio Service, reveals three of his core UK equity fund picks and explains why the firm is now underweight US equities for the first time in almost a decade.

BlackRock ‘debuts’ overweight to UK equities on recovery hopes

The world’s largest asset management house has upped its exposure to the UK and trimmed its allocation to government bonds, eyeing a better-than-expected recovery from the coronavirus crisis.

'First mover advantage': The analysts’ verdict on Baillie Gifford’s new Keystone Positive Change trust

The dual investment objective of the relaunched Keystone Positive Change investment trust will benefit from widespread investor demand, according to some analysts.

Brace yourselves for the recovery – but don’t expect it to lift the market

Brunner’s Matthew Tillet warns that a recovery has already been priced in to many cyclical stocks, even though they face an uncertain future.

What Aviva Investors’ multi-asset portfolios are watching in 2021

The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping Aviva Investors’ view for multi-asset portfolios.

Global dividend cuts 'better than feared' in 2020, says Janus Henderson

Janus Henderson’s latest Global Dividend Index report looks back at impact Covid-19 had on global dividends last year and the outlook for 2021.

Whatever happened to the BRICs? Trustnet Magazine is out now!

February’s edition considers the fate of Brazil, Russia and India and asks why they were lumped in with China in the first place.

Four funds that could weather a 1929-style crash

Trustnet asked market experts for the funds they would consider if the US market is in the late stages of an epic bubble.