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Funds News

The most held UK stocks during 2020's first half

Trustnet finds out which stocks from the UK came into and out of favour during the first half of the year.

Four ESG trends that will shape life after Covid-19

RobecoSAM’s Rainer Baumann outlines four ESG trends that have surfaced in the pandemic and are going to help shape the post-coronavirus world.

The trust taking a private equity approach to small-caps

Gresham House Strategic takes a hands-on approach to its underlying holdings – but this strategy comes at a price.

What helped this global fund become one of the top performers

Three lesser-known stocks have helped the GAM Star Disruptive Growth fund become the third best performer in the sector over five years.

Where to look when almost every company is cutting its dividend

GCP Asset Backed Income Fund’s David Conlon explains why investors should be looking at alternatives to equities to meet their income requirements.

Investors expect even higher returns from the stock market in years ahead – despite coronavirus shock

Savers predict annual returns of 10.9% from their stock market investments, even as Covid-19 halted the longest economic expansion on record and plunged the world into deep recession.

David Jane: Climbing the wall of worry

David Jane, multi-asset fund manager at Premier Miton Investors, considers three 'worries' troubling investors in the current environment.

UK investors put more money into funds during Q2 than entire 2019

Three consecutive months of inflows saw UK investors put £11.2bn into funds during the second quarter of the year, according to data from the Investment Association.

Three global stocks for weathering Covid-19… now and after

Evenlode Investment Management’s Ben Peters and Chris Elliott highlight three companies that took an initial hit from the coronavirus but could thrive in the ‘new normal’.

“The year of the gold rush”, but is it too late to buy the surging safe haven?

Trustnet examines the rise in gold and asks whether investors should continue to add it to portfolios.

LGIM’s Launder: Why I’m standing by Boohoo

The manager of the L&G Growth Trust says he was sceptical of some of the claims recently made against the company, but will review his holding after the results of an independent inquiry are released.

Could the bounce-back be quashed by a second wave?

With some countries fearing a second wave of Covid-19 cases, Schroders’ chief economist Keith Wade considers whether a bounce back in the economy could be quashed.

Gold – Is there further upside?

Rob Crayfourd and Keith Watson, co-portfolio managers of the Golden Prospect Precious Metals fund, look at the rise of gold prices recently and ask whether there is room to go even higher.

Why Aviva Investors' Krishnan sees greater opportunities in credit than equities

Bonds in both Europe and the US offer opportunity for investors looking to diversify their portfolio, according to Aviva Investors’ Sunil Krishnan.

How Asia’s growth will come more from innovation than demographics

Asian funds that focus on the consumer are missing a major structural shift of rising innovation driving the region, according to Cerno Capital’s Fay Ren and Michael Flitton.

Four funds for building a core ESG portfolio

Trustnet asks four fund pickers which funds they recommend for building a core sustainable portfolio, following what has been a watershed year – so far – for sustainable investing.

Why a Biden victory might not be a bad thing for US equities

Schroders’ strategist Sean Markovicz looks at how a Biden presidency could impact the economy and equity market.

BlueBay's Riley: Further US stimulus may well be on the way

David Riley, chief investment strategist at BlueBay Asset Management, considers the weakening of the US dollar as a safe-haven asset, the rise in the price of gold and the future of the Fed’s interest rate policy.

Are UK investors kidding themselves with a return target of 11 per cent?

The latest Schroders Global Investor Study finds that UK investors are among some of the most optimistic in the world, but could they be left disappointed?

The cyclical stock that Liontrust’s Fosh added to his UK growth fund

Liontrust Asset Management’s Julian Fosh explains why he believes Bunzl’s market position could strengthen during the crisis despite it being a more geared play into the economy.

Why this manager can’t stop buying into Lloyds

The manager of the Artemis Alpha Trust expects the bank to re-start its dividend programme next year.

The themes that could benefit from the EU’s Covid recovery fund

With the EU highlighting climate change action in its Covid-19 recovery plan, Pictet Asset Management’s Xavier Chollet explains which trends could be accelerated by this.

The changes that BNY Mellon Real Return has been making in 2020’s volatile market

With the market continuing to look uncertain, the team running the BNY Mellon Real Return fund explain how they have changed the portfolio over 2020 so far.

Darius McDermott: How much trust can we place in the Chinese recovery?

Darius McDermott, managing director of Chelsea Financial Services and FundCalibre, explains why the outlook for China remains strong despite the challenges of Covid-19.

The best & worst performing funds of July

Gold and Chinese funds shine in July as the precious metal soared past all-time highs, while Japanese equity strategies struggled.

The funds attracting the most new money during H1 2020

While passive strategies continue to dominate the best-sellers table in 2020, some active strategies have seen significant inflows during a first half of two halves, according to data from FE Analytics.