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Funds News

The fund manager looking for companies where capitalism doesn’t work

A business with attractive economics should eventually see these competed away – but Evenlode’s Ben Peters says there are exceptions.

Three stocks that run like a professional golfer in a pro-am team

Chawton Global Investors’ Michael Crawford names three companies focusing their efforts on the sub-divisions with the best chance of scoring a ‘hole in one’.

Why you shouldn't tar all real estate funds with the same brush

Theodore Freysen, senior analyst at Catalyst Fund Managers, explains how investors can access the opportunities in real estate after a challenging time for the sector.

How to find quality stocks in the UK

UK equities may be unloved generally but there are still high-quality businesses to be found if you know how to look, according to Aberdeen Standard Investments’ Louise Kernohan.

Fidelity’s three funds for cracking ‘tough nut’ Japan

Fidelity Personal Investing’s Daniel Lane highlights three funds for investors who want to invest in Japan but prefer leaving it to the experts.

Why investors should pay attention to sugar

Government action to promote healthy eating, especially in light of the spread of Covid-19, and ongoing changes in consumer tastes will continue to create headwinds for the food and beverage industry, and increasingly for food retailers and hospitality companies too.

Richard Buxton: The bad news for the bears will keep on coming

The manager of the Merian UK Alpha fund says we are now in a policy environment that is completely different to the one he has operated in for most of his 35-year career.

Geffen’s Liontrust Income holds onto top spot in Sanlam White List

The latest rebalance of Sanlam UK’s analysis of UK equity income funds has also seen some notable risers and fallers.

The tech trends tipped to dominate over the coming decades

Sam Shaw reveals which themes the experts believe will have a similar impact on our lives and investments as mobile phones and the internet.

TEMIT: Why South Korea is a shining example of emerging market leadership

Many countries have learned valuable lessons from prior crisis periods that have helped them navigate the current coronavirus pandemic and South Korea is one such example, argues Templeton Emerging Markets Investment Trust's Chetan Sehgal.

Why equity income manager Martin Cholwill didn’t join the rush to dump Shell

The Royal London UK Equity Income manager thinks Royal Dutch Shell still has a place in income portfolios despite its dividend cut.

UK enters worst recession on record as Covid-19 sees economy slump in Q2

The UK has entered its first recession for 11 years and its deepest on record, triggered by the economic and social impacts of the Covid-19.

“It’s at times like these they should come into their own”: Where did it all go wrong for absolute return funds?

Trustnet speaks to three industry experts who give their opinion on whether investors are right to be selling absolute return funds, and what could entice them to come back?

The sign that will herald the end of gold’s bull run

Orbis Investments’ Alec Cutler is bullish on gold, but he has taken a major bet in favour of the event he thinks will push it into bear market territory.

A trust to play the discount opportunity in private equity

Aberdeen Standard’s Andrew Lister is backing a trust that has yet to fully recover from the coronavirus crash, even though its underlying holdings are in good shape.

How diversification is key to avoiding dividend decay

Ken Wotton, investment manager of the Baronsmead VCTs, explains how companies at the lower end of the market cap scale can help investors meet their income targets.

Why Premier Miton’s Hudson believe Games Workshop is just getting started

UK equity manager Jon Hudson explains how an impressive history in its field combined with increasing digital exposure has allowed Games Workshop to increase its market share in the last few years.

Simon Gergel: The market is just not really efficient at the moment

The Merchants Trust manager believes the extreme polarisation in the market has created a fantastic opportunity to acquire cheap businesses.

Why assessing sustainability is too important to outsource

There are many providers of sustainability scores and ratings, but none can offer the same insight as doing the research ourselves.

Do you need to think about adding bitcoin to your portfolio?

Bitcoin has been treated as a technology stock or commodity but the cryptocurrency is evolving and could have an important role to play in portfolios, according to CoinShares' James Butterfill.

The Japan manager who is pessimistic on Japan

Eiji Saito of the JPMorgan Japan Smaller Companies Trust says the sluggish economy is unlikely to spark into life anytime soon – but this doesn’t mean there aren’t ways to make money in the region.

Can anything stop the FAANGs?

Anthony Luzio examines the biggest threats to the tech giants which have sailed through this crisis with flying colours.

How the infrastructure sector will drive sustainability in the coming decades

Kempen Capital Management's Thomas van der Meij & Jags Walia consider how existing sustainability challenges for the global energy transition will be met by the listed infrastructure, which will become one of the fastest growing sectors in the next 30 years.

Five investment guardrails to help find “only the best companies” in the world

A rigorous screening process allows Amundi Polen Capital Global Growth to focus on just 30 holdings.

Investors continue to dump UK funds while flocking to global ESG

The latest Calastone Fund Flows Index highlights the wave of money going into ESG strategies while investors continue to shun the domestic market.

Three in five funds have lost investors’ money over 2020 so far

Trustnet finds out which sectors have most funds generating positive returns over the opening seven months of 2020.