Research Centre
The information in Fund News is not an investment recommendation to you on the suitability of investing. We don't offer advice. If you're unsure, seek independent advice. The value of investments can fall as well as rise. You may get back less than you invest.

Funds News

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.

The most held UK stocks during 2020's first half

Trustnet finds out which stocks from the UK came into and out of favour during the first half of the year.

Four ESG trends that will shape life after Covid-19

RobecoSAM’s Rainer Baumann outlines four ESG trends that have surfaced in the pandemic and are going to help shape the post-coronavirus world.

The trust taking a private equity approach to small-caps

Gresham House Strategic takes a hands-on approach to its underlying holdings – but this strategy comes at a price.

What helped this global fund become one of the top performers

Three lesser-known stocks have helped the GAM Star Disruptive Growth fund become the third best performer in the sector over five years.

Where to look when almost every company is cutting its dividend

GCP Asset Backed Income Fund’s David Conlon explains why investors should be looking at alternatives to equities to meet their income requirements.

Investors expect even higher returns from the stock market in years ahead – despite coronavirus shock

Savers predict annual returns of 10.9% from their stock market investments, even as Covid-19 halted the longest economic expansion on record and plunged the world into deep recession.

David Jane: Climbing the wall of worry

David Jane, multi-asset fund manager at Premier Miton Investors, considers three 'worries' troubling investors in the current environment.