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Funds News

Investors at risk of being held in a neutral investment state

Colombia Threadneedle Investments’ Maya Bhandari says that investors are fearful of being too optimistic or too cautious, but she doesn’t expect that to hold for 2020.

Three small cap stocks using tech to gain an edge in unexpected areas

Polar Capital UK Value Opportunities’ George Godber and Georgina Hamilton name three companies using technological innovation to gain a competitive edge over their peers.

Time to be prudent as value and growth volatility intensifies

Managers become bullish in November as ‘fear of missing out’ hits

Fund managers hike equity allocations and cut cash levels to a five-year low as concerns over global growth slip away, influential Bank of America Merrill Lynch survey finds.

Troy’s Lyon: My worst stock pick in 18 years on Trojan

Alpha Manager Sebastian Lyon explains why record label EMI was one of his worst ever stock picks.

10 investment themes set to dominate the 2020s

The megatrends fuelling social, environmental, political and economic challenges are likely to reach their boiling point in the 2020s, according to Bank of America Merrill Lynch.

Hargreaves Lansdown scraps exit fees – should you switch platforms?

John Blowers asks if the 1.2 million clients of the UK’s largest investment platform should move their money now that this will no longer incur a charge.

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

Are trade tensions getting you down?

Mid Wynd Investment Trust co-manager Simon Edelsten considers the history of trade deals and explains why current trade tensions are not a reason to avoid investing.

Why the Fed rate cut could be good news for equities

Premier Asset Management’s Neil Birrell explains what the Fed rate cut means for different asset classes and how he has positioned his fund range.

‘Sunnier skies are opening’: Pictet lifts equity underweight to neutral, favouring EM and value

The firm’s multi-asset team thinks that conditions in the global economy and markets are looking better than they have done in recent months.

The top-performing sector on a 20% discount

Adam Lewis finds out why the IT Private Equity sector remains unpopular.

President Trump: Three years down, one to go

Randy Frederick, Charles Schwab’s vice president of trading and derivatives, considers how the market has performed under the current US administration compared with previous presidents.

Invesco’s Barnett: Come to me if you want reliable income

The manager of Invesco Income and High Income says “the income offered in my portfolios is better diversified, better-covered and offers better growth than the UK equity market”.

Darius McDermott: Tapping into a Brexit deal bounce

FundCalibre's Darius McDermott highlights four funds that could benefit from Boris Johnson's new Brexit deal should he secure victory in the forthcoming general election.

Buffettology, Lindsell Train and Baillie Gifford climbing up in adviser research

Trustnet reviews the biggest fund sectors and finds out which of their members are being looked at more by professional investors.

Five trusts for investors who believe a value revival is on the way

Kepler Trust Intelligence highlights five trusts it believes could take advantage of a resurgence in the value style after years of outperformance for growth strategies.

Why bond tracker funds could be taking more risks than their active peers

Rathbone’s Noelle Cazalis explains how the quality of fixed income indices have been reduced in quality making trackers take more risks.

The top-rated funds you can hold together: UK All Companies

In the second part of this series, Trustnet looks at the top-rated UK All Companies funds investors can hold together without worrying about increasing concentration risk.