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Funds News

Tech funds for investors looking beyond the FAANGs

Fidelity Personal Investing’s Toby Sims explains why investing in tech should cover more the just the market’s biggest names.

The asset class that hedge funds don’t want to sell

In a market that is growing, underserved, and uncorrelated to the fate of the global economy, lending to the life sciences sector is how Biopharma Credit has been generating a resilient 7 per cent yield.

The lessons I’ve learnt at Trustnet during Covid-19

As a (relatively) new financial journalist, Rory Palmer highlights four lessons he has learnt which have inspired his own investment portfolio.

“Sunak has once again managed to pull a rabbit out of his hat”: Investors welcome chancellor’s Winter Economy Plan

Chancellor Rishi Sunak has announced a new package of measures to help UK businesses survive the next phase of the coronavirus crisis.

City of London’s Curtis: Oil & gas “in managed decline”

The Janus Henderson manager is not optimistic about the long-term prospects for BP and Shell, but still has significant exposure to these stocks in his portfolio.

Big Tech’s market might in five charts

How would the US market have performed without Big Tech? How do their profits compare? Our charts reveal the market dominance of the "FAMAGs".

The bond funds taking advantage of the bounceback

Darius McDermott, managing director at FundCalibre, considers some of the bond fund managers who have delivered on the opportunity in markets over the past six months.

Could a vaccine lead to a rally for value stocks?

While there may be limited room for further upside in index levels should a vaccine be approved, there could be a change in market leadership, according to Goldman Sachs.

Three areas investors need to keep an eye on for the rest of 2020

As we approach the end of 2020, Quilter Investors’ Ian Jensen-Humphreys highlights three issues that investors need to keep on their radars over the months ahead.

What it’s like to launch a fund at the start of a pandemic

Rosemary Banyard talks about launching her new UK equity fund just before March's lockdown and why she expects her approach to weather any further market turbulence.

Neil Veitch: Why we have very little conviction

SVM Asset Managment's Neil Veitch considers the need to abandon convictions when the evidence changes and react quickly to events.

The winners and losers six months on from the bottom of the market

Trustnet looks at which funds have done the best and worst since the MSCI World index began to rebound from its lowest point this year.

Why the US economic recovery will rely more on individuals than the government

Invesco’s chief global market strategist talks through the various scenarios for the US’ economic recovery and why the group doesn’t predict a major lockdown scenario.

“Winter is coming and investors need to be prepared”: Time to ready portfolios for further turmoil?

With the market being spooked by rising coronavirus cases and a tightening of restrictions, investors should start to prepare for tougher conditions over the months ahead.

Will decarbonisation be the mega-trend of the next decade?

US equities have been the winners of the past ten years, but the rest of the world appears well placed for the low carbon future.

Quilter Cheviot: The opportunity in China

Quilter Cheviot's Nick Wood explains why investors should consider an allocation to China and which funds he likes for exposure to the world's second-largest economy.

The one area where Japan is ‘third world’

While “Abenomics” has transformed corporate governance in Japan, it continues to lag the rest of the world in digital transformation, says AVI’s Joe Bauernfreund.

The funds that can’t afford to short circuit

Four Bailie Gifford global equity funds have benefited more from upside moves in the tech-heavy Nasdaq 100, research by Trustnet has found.

Which market crash scared these longstanding managers the most?

Trustnet asks fund managers who worked through the last three financial crises which one was the scariest.

Richard Buxton: What is worrying me more than the coronavirus

The manager of the Merian UK Alpha fund says we were living in unprecedented times long before the pandemic hit.

How Covid-19 will change emerging markets

New investment opportunities in emerging markets are resulting from the coronavirus pandemic’s impact on consumer behaviour, says American Century Investments' Patricia Ribiero.

Three reasons why risky US assets aren’t at “unsustainably high” valuations

Markets economist Oliver Jones explains why concerns over high valuations for US risk assets may be overdone given the current investment backdrop.

Have we already reached peak fossil fuel demand? Trustnet Magazine is out now!

BP chief executive Bernard Looney recently admitted the glory days for the fossil fuel industry may already be behind it. September’s edition of Trustnet Magazine looks at the argument from both sides.