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Funds News

What the Conservative landslide victory means for investors

As Boris Johnson returns to parliament with a significant majority and a mandate to ‘get Brexit done’, fund managers give their views on what happens next.

“Christmas has come early”: UK stocks and sterling surge after landslide Conservative victory

News that Boris Johnson’s Conservative party has won a significant majority in yesterday’s general election has sparked a relief rally.

BlackRock’s Dan Whitestone: I don’t see a value rally coming

Dan Whitestone doesn’t believe that the current global economic environment is fitting for a prolonged value rally.

What the lack of productivity growth in the UK means for your portfolio

Liontrust manager Mark Martin explains what investors need to know about productivity and its potential impact on UK companies.

The 2020 outlook for commodities

Rob Crayfourd and Keith Watson, portfolio managers at New City Investment Managers, give their outlook on natural resources next year and where investors might find some attractive opportunities.

The funds that Fairview’s Yearsley and Haynes are backing for 2020

Ben Yearsley and Gavin Haynes pick out several funds that investors should consider adding to their portfolios for 2020.

Three funds for investors willing to change their minds on Japan

FundCalibre’s Darius McDermott highlights three funds to take advantage of long-term trends in the Japanese market.

Outlook 2020: Multi-asset

Bond yields and economic growth are likely to remain subdued in 2020, with equities remaining relatively attractive, according to Johanna Kyrklund.

Nick Train brushes off liquidity concerns after ratings downgrade

The FE fundinfo Alpha Manager pointed out 90 per cent of the LF Lindsell Train UK Equity fund is in stocks that are large enough for the FTSE 100, adding “it doesn’t seem illiquid to me”.

The trusts worth backing if you’re bullish on the UK

Priyan Rayatt and Anthony Leatham consider the recent rise in sterling on more positive political news and highlight several UK investment trusts that could benefit from any uplift in the currency.

A trust prioritising capital protection – that has made 600% over 20 years

RIT Capital Partners focuses on limiting downside for investors, but this has not come at the expense of total returns.

Japan: Growth in a value market

Orbis Investments' Rob Perrone argues that despite there being limited growth in the Japanese stock market there are significant growth opportunities when looking on a fundamental basis.

Liquidity crisis didn’t end with Woodford, warns Investec’s Brazier

The Investec UK Alpha manager says that despite the recent panic, the industry may be underestimating the scale of the problem.

Mark Barnett dropped from £1.3bn Edinburgh Investment Trust

Edinburgh Investment Trust has decided to remove Invesco as its manager and replace it with Majedie Asset Management.

Outlook 2020: UK equities

With valuations at extreme levels, Sue Noffke and Andy Brough explain how they’re looking at the UK stock market heading into 2020.

Is Fundsmith Equity still a consensus buy among fund pickers?

With a decade of considerably strong outperformance behind it Trustnet asks whether Fundsmith Equity is still the ‘go to’ holding it has been till now.

How funds that protected investors in the crisis are still at the top of the performance tables

The funds that had the lowest maximum drawdowns in the financial crisis have yet to be overtaken by riskier peers that might have rallied harder after bigger losses.

In numbers: Opportunities in sustainable investing

With a handful of key stats, Pictet sums up the “green-backed” opportunities in renewable energy and other areas of environmental investing.

Alex Wright: Unlocking the value in UK equities in 2020

Fidelity Special Situations manager Alex Wright asks what the coming year will hold for the “unloved” UK stock market.

Why you’ll need a good core of active funds going forward

T. Rowe Price’s Yoram Lustig explains why investors should no longer consider passive investments a risk-free way to access markets.

Four reasons investors need to think small when it comes to income

Gresham House’s Brendan Gulston explains why investors need to look beyond the large cap income staples which could be holding their portfolios back.

Five ‘counter-trend’ funds for 180-degree turnaround in the market

Premier Miton Investors’ Simon Evan-Cook highlights a number of funds that could start to outperform if some of the longstanding market trends begin to unravel.

Why the 60/40 model will not last into the 2020s

Question marks over the role played by bonds in a portfolio have led some to suggest that the traditional asset allocation model is no longer fit for purpose.

Is high yield the next step for income-starved bond investors?

Adam Lewis warns investors who may be tempted by the high yield sector that its risk profile has more in common with equities than bonds.

How meeting with companies can unlock hidden alpha

Phil Harris, manager of the EdenTree UK Equity Growth fund, explains why meeting with company management is so important and how it helps identify ' super growth' opportunities.

Rathbones’ Smith: Oh! Jeremy Corbyn 2.0

Ed Smith, head of asset allocation research at Rathbones, examines the implications of Labour’s “radical” manifesto ahead of the 2019 general election.