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Funds News

Winterflood makes changes to trust picks as model portfolio lags in first half

Four investment trusts have been removed from Winterflood’s model portfolio in its half-yearly review, with six additions made.

The case for listed infrastructure in a post-lockdown world

M&G Investments' Alex Araujo considers how higher spending on infrastructure after the Covid-19 crisis could create greater opportunities for investors.

Columbia Threadneedle: Quality will outperform growth and value

Columbia Threadneedle Investments’ William Davies explains why investors shouldn’t blindly jump into value despite its recent rally as the economy re-opens.

Adrian Lowcock’s three tips to prepare portfolios for a second coronavirus wave… and the funds to consider

With the World Health Organization reporting a record high in new coronavirus cases, Willis Owen’s Adrian Lowcock asks how investors can prepare for a second wave.

The global funds at the very top of their sectors in two very different H1s

Trustnet looks into which global growth, global income and global emerging market funds had top decile performances in the first halves of both 2019 and 2020.

Ruffer: “Why the case for gold is as good as it can get”

Bertie Dannatt and Paul Kennedy explain what has driven gold’s performance so far and why investors have not missed the boat when it comes to the yellow metal.

Vanguard: The uncertainty in emerging markets should not dissuade investors

Jonathan Lemco, senior investment strategist at Vanguard, analyses the continued spread of Covid-19 in the emerging markets and looks at why the region is still attractive for investors despite this.

Peter Harrison: UK business needs a £30bn equity injection

The winning companies of tomorrow need help to survive today. This is how we, and the government, could help.

Has it been worth backing an FE fundinfo Alpha Manager in 2020?

Trustnet finds out how many FE fundinfo Alpha Managers have funds within the top quartile of their sectors and those that have endured a more difficult 2020 so far.

Fundsmith, Scottish Mortgage & Vanguard LifeStrategy: Trustnet’s most-viewed funds, trusts and ETFs in 2020’s first half

We reveal the factsheets that Trustnet readers have been looking at during 2020’s turbulent first six months.

A trust up 500% over 10 years in an “inherently defensive” sector

The Worldwide Healthcare Trust’s Sven Borho and Trevor Polischuk say demand across most of the biotech space is highly inelastic, leaving it isolated from larger economic trends.

Think laterally: Spotting the opportunity overshadowed by crisis

Ben Preston, manager of Orbis Global Equity, argues that crises mean deeper structural changes are often overlooked, and that it is these structural trends that are more important to watch for long-term investors.

The top bond funds for risk-adjusted returns in H1

Trustnet looks at which bond funds posted both top-ranked returns and low volatility during the first half of 2020

“Insufficient to move the dial”: Sunak’s £30bn mini-Budget fails to wow fund managers

Chancellor Rishi Sunak announced plans to pump another £30bn into the UK economy, but investors are doubtful that such “Polyfilla policies” will have much effect.

The outlook for gold looks bright heading into the second half

A gold fund manager, an equity income manager, and an investment bank share their views on why gold could be poised to continue its rally.

Why Japan has a head start in adapting to the new normal

For a region so often regarded as “yesterday’s market”, Japan may be the country best-prepared for the post-coronavirus world, writes Adam Lewis.

Can policymakers spend the global economy out of trouble?

David Absolon, investment director at Heartwood Investment Management, considers policymakers’ response to the Covid-19 crisis and risks that could emerge further down the line.

What makes managing a sustainable equity fund different

Lazard Asset Management’s Barnaby Wilson explains the different approaches he takes for the two global equity mandates he oversees.

Colin Morton: Why I’ve added two property stocks to my income fund

Franklin Templeton Investments’ head of UK equities explains why the two new names in its UK equity income fund are from one of the most troubled sectors.