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Funds News

Alex Wright: I’m seeing as many investment opportunities as I did in 2008’s financial crisis

The Fidelity Special Situations manager concedes that value investing is going through a tough time but argues plenty of opportunities can be found.

Will equities struggle to reach new highs as the economy recovers?

Ed Smith, head of asset allocation research at Rathbones, considers whether equities can continue to rise as the economy recovers from the impact of the Covid-19 pandemic.

What are the consumer sector trends to watch in China?

Schroders’ Sarah Liu says that while the rest of the world battles with rising cases of Covid-19, China is returning to normal levels of activity.

Three investment trusts for investing in Japan

Analysts at Stifel argue that investing actively as opposed to passively has proven to be better in Japan and compare three Japanese investment trusts.

Four funds to hold if you already own Scottish Mortgage

Trustnet asks four fund pickers which funds they recommend holding alongside growth giant Scottish Mortgage Investment Trust.

Why investors shouldn’t rush to depart Man GLG Japan CoreAlpha along with its managers

With the news that Man GLG managers Stephen Harker and Neil Edwards will be retiring next year, Trustnet assess fund pickers’ reactions to the announcement.

What you should know about gilt funds in the current environment

Rathbones’ Alex Moore explains what has been driving gilt funds' performance this year and what role they can play in your portfolio.

Argonaut’s Norris: Why I'm shorting 'silver bullet' vaccine companies

Argonaut Capital Partners’ Barry Norris explains why he is short vaccine companies in his top-performing absolute return fund.

The businesses you’re better off buying when they are losing money

Jamie Ross of the Henderson Euro Trust says that because the advantages of a dominant online platform are so obvious, you need to invest in them when “the economics are horrible”.

Sue Noffke: Seven reasons why it’s not all bad news for UK dividends

Investors can still rely on a blend of carefully selected UK equities for a regular income and good capital growth, according to Schroders’ Sue Noffke.

Criteria for all IA sectors temporarily relaxed as funds battle Covid impact

The parameters for all of the Investment Association’s fund sectors have been relaxed in the wake of Covid-19, the trade body has confirmed, although managers have to prove strategies have been impacted by the coronavirus pandemic.

Why the price of electricity matters when investing in renewables

As the ‘electrification’ of the global economy continues, renewable energy assets could be a call option on electricity prices, according to Premier Miton Investors' James Smith.

Can behavioural finance explain how investors think about sustainability?

We asked Stuart Podmore, our resident behavioural finance expert, what the results of the Schroders Global Investor Study tell us about the reasons behind our investment choices.

Have US large-caps become riskier than small-caps during the rally?

The S&P 500 has had one of the best post-crisis rallies of any global market. But has too much too soon made US large-caps a risker investment?

Are investors ready to return to UK equities?

Trustnet speaks to three industry experts on the recent spate of UK equity investment trust launches and whether it means investors are starting to come back to the unloved market.

Is Europe sitting on a long-term growth theme to rival tech?

The European market has not been able to rely on mega-cap tech stocks in the pandemic, but Jamie Ross of the Henderson EuroTrust says it could be at the forefront of an equally impressive long-term growth theme.

Why the energy transition is about more than generating clean power

The energy transition isn’t just about producing renewable energy. Investment – and earnings opportunities – are spread across four different areas.

Hybrid capital: Secure income for uncertain times

Sanlam Investments' head of fixed income Peter Dohery takes a closer look at hybrid capital and what role it can play a part in investor portfolios during more uncertain times.

How to position portfolios for another market-moving bout of stimulus

Strategists from Unigestion and WisdomTree explain why investors should be paying attention to the prospect of even more stimulus in the US.

Why this investment trust is avoiding income concentration

Brunner Investment Trust’s Matthew Tillett explains how diversifying his sources of income turned out to be a fortuitous move when Covid-19 hit UK company dividends this year.

The UK equity funds that have never been riskier than the FTSE 100

We use the FE fundinfo Risk Scores to identify UK funds that haven’t seen their volatility creep up higher than the FTSE 100’s over the past five years.