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Funds News

Future tax increases and spending cuts could see a fiscal cliff emerging

Central banks have reacted efficiently throughout the coronavirus crisis, but in the recovery hits to household income and rising unemployment could create a ‘fiscal cliff’, according to Carmignac’s Didier Saint-Georges.

The 10 steps for picking a sustainable fund

Alex Illingworth, manager on the Mid Wynd Investment Trust and Artemis Global Select fund, explains what investors should be looking for when selecting a sustainable investment fund.

Will Trump defy the odds for re-election in a recession year?

Fidelity Investment’s Aditya Khowala discusses the two-pronged approach he believes Donald Trump will take to win the US election.

10 investment convictions that Lombard Odier foresees for the rest of 2020

After a volatile six months, Swiss private bank Lombard Odier reveals the 10 investment convictions that it thinks could unfold in 2020’s latter half.

Gold, growth and tech: The charts showing what you should have bought in 2020’s second quarter

Trustnet reviews the second quarter of 2020 through a variety of lenses, including investment style, fund sector and industry.

The time to rebuild portfolios is now, says BlackRock

The BlackRock Investment Institute explains why it’s had to completely change its approach to forecasting during the Covid-19 pandemic.

Why hatred for the UK and love for the US won’t last forever

Orbis Global Balanced manager Alec Cutler Manager of Orbis Investments’ Global Balanced portfolio explains why the popularity of the US and dislike of the UK are as temporary as the coronavirus.

Fundsmith, New Capital, Troy and the other global funds beating their peers for returns and risk in 2020

Trustnet finds out which global funds posted both top ranked returns and low volatility during the first half of 2020.

Only third time Asia has been this cheap in 15 years, says Invesco’s Hargreaves

The Invesco Asia manager says the market looks undervalued both on a historical basis and compared with its peers, but warns any rebound from here is likely to be concentrated in value stocks.

In numbers: The risks and rewards of buying bombed-out stocks

This month’s data hub focuses on the all-or-nothing approach of picking up stocks that have plummeted in value.

The role of specialist trusts as a diversifier

Darius McDermott, managing director of Chelsea Financial Services, highlights four multi-asset strategies using investment trusts to bolster returns.

The best performing funds since the ‘Great Lockdown’ began

Trustnet finds out which funds have been the top performing for the 100-day period since the lockdown started.

The funds that BMO’s multi-managers have bought for “a change of regime” in corporate bonds

BMO Global Asset Management’s Kelly Prior explains why companies could start to be run for bond holders not equity owners and which funds she thinks are best placed for this changing environment.

What happens if UK interest rates turn negative?

We look at what could happen to mortgages, savings, shares and bonds if UK interest rates turn negative.

Amidst the global pandemic is this one of the most pivotal US elections ever?

Trustnet talks to five industry experts about what impact the US presidential election could have on markets.

Yields of 20% available in value stocks, says Wise’s Matthews

The TB Wise Multi Asset Income co-manager says there is a “once-in-a-generation opportunity” for anyone willing to look beyond the safer areas of the market.

Why China isn’t dependent on a global recovery

Andrew Mattock of the Matthews China fund says the size of the country’s domestic market and the growth of its middle class mean it does not have to wait for the rest of the world to re-open.

The best and worst performers of H1

Trustnet looks at the best and worst performing funds and sectors from the Investment Association universe and what this reveals about a tumultuous six months.

China powers to top of performance tables in June while UK lags

Trustnet looks at the best and worst performing funds and sectors as the world continues to emerge from the coronavirus lockdown.

Professional investors keep eyes on Asia and ESG in June

Trustnet finds out which funds the professionals were researching in June, as markets continued to recover from the coronavirus crash.