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Funds News

Vanguard: It’s not all about costs when it comes to passive investing

A study by Vanguard explains the other measures that investors should consider when seeking out a passive fund provider.

Why fiscal policy probably needs to be utilised again

Insight Investment’s head of investment specialists April LaRusse explains how fiscal policy should be brought back into markets.

The funds sitting at the bottom of their sector for risk and returns over the past decade

After a 10-year bull run, Trustnet finds that more than 30 funds have made bottom-decile returns and volatility over the past decade.

The most consistent funds of the decade: IA Japan

Seven funds in the IA Japan sector have managed to beat the Topix in at least seven of the past 10 calendar years, with two of them managing it in eight.

What worked and what didn’t for Nick Train in 2019

FE fundinfo Alpha Manager Nick Train highlights the stocks that made a difference in his Finsbury Growth & Income Trust last year.

Fidelity’s Samant: Why India is better than China

Fidelity International investment director Medha Samant explains why a trust that uses a value process to invest in emerging markets finds more opportunities in India than market giant China.

The funds at the very top of their sectors for returns and risk over the 2010s

Trustnet looks over the past decade to discover which funds sit in the top decile of their sector for both total returns and annualised volatility.

Darius McDermott: Don’t forget discounted Europe

Darius McDermott, managing director of FundCalibre and Chelsea Financial Services, explains why now might be a good time for investors to think about making an allocations to European equities.

Six worries keeping a lid on growth prospects

Royal London Asset Management senior economist Melanie Baker highlights six issues that could limit growth during 2020.

Are some of the best loved UK companies under threat?

River & Mercantile fund manager Will Lough explains how the most obvious UK companies might not be the best bets for investors in 2020.

Oil & gas stocks could be worthless within 5 years, says Scottish Mortgage’s Anderson

The Baillie Gifford manager says that in every area of the world, it will soon be cheaper to build renewable energy farms and the associated storage than to carry on operating oil or gas facilities.

How the best & worst funds of 2018 fared last year

Trustnet finds out how the best- and worst-performing strategies of 2018 got on during 2019 in what was a very different year for markets.

Three trends for European equity investors in 2020

European equities appeared to have turned a corner in the fourth quarter, rising to heights not seen in years. Aviva Investors' Edward Kevis considers whether the rally still has room to run in 2020?

The seven macro themes that PIMCO will be watching this year

PIMCO’s Joachim Fels and Andrew Balls highlight the key macroeconomic themes that they expect to impact markets in 2020.

Can 2020 be a renaissance year for active management?

BMO Global Asset Management’s multi-managers say although quality-growth managers could be on their way out active managers overall could be about to become more popular again.

The global equity funds that best navigated two very different years

Trustnet searches the IA Global sector for the funds that made the best returns in both the down year of 2018 and the market surge of 2019.

A US fund that doesn’t “latch on to whatever style is driving markets”

Hugh Grieves and Nick Ford of the LF Miton US Opportunities fund say “it’s no good making lots of money for people one year and taking it all back the next”.

Why excellent opportunities can be found in the UK small-cap space

GVQ Investment Management’s Jeff Harris, co-manager of Strategic Equity Capital, explains why the outlook for the UK smaller companies beyond the FTSE 250 index look so attractive currently.

The trusts that Winterflood has added to its model portfolio for 2020

Research house makes 14 additions to its model portfolio as 13 leave after reporting rise of 22 per cent in 2019.

Five “feasible” events that the market isn’t prepared for

Kleinwort Hambros’ Mouhammed Choukeir looks at events that the market doesn’t expect to happen but are entirely in the realms of possibility.