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Following their poor performance this year, are you going to increase your exposure to small cap funds in 2015?




Research Archive

Rolling returns: Giles Hargreave leads small cap funds on top over five-year periods By Gary Jackson 22-Dec-2014 06:00 PM
In the next article of the series, FE Trustnet analyses the smaller companies sector for funds with a record of consistently outperforming their peers over five years.

AXA’s Iggo: Where bond markets will go next By Chris Iggo 22-Dec-2014 04:00 PM
The chief investment officer explains why three key themes will play out in the fixed income market in 2015 and the years beyond.

What to expect from your emerging markets fund in 2015 By Alex Paget 22-Dec-2014 02:00 PM
Emerging markets have had another difficult year, but the experts say the trend will reverse in 2015.

Where Michael Clark sees opportunities and risks for UK equity income funds By Gary Jackson 22-Dec-2014 12:00 PM
The Fidelity Moneybuilder Dividend manager will take a closer look at companies in the pharmaceutical, retail and banking sectors in 2015, but is mindful of the risks created by the election and looming rate rises.

Fund managers’ highest conviction calls for 2015 By Gary Jackson 22-Dec-2014 10:00 AM
A poll by Extel and Absolute Strategy Research has quizzed fund managers with combined assets of £1.6trn to find out what they expect to see happen in markets next year.

Three funds for the bearish investor in 2015 By Alex Paget 22-Dec-2014 07:00 AM
2015 is already lining up to be a tough year for investors, so FE Trustnet asks the experts which funds they recommend for anyone with a more bearish outlook.

The funds you should buy, hold and sell next year By Alex Paget 21-Dec-2014 02:00 PM
Old Mutual Global Investors’ John Ventre tells FE Trustnet in which areas of the market investors are compensated, and not compensated, for taking risk.

Six stocks The Share Centre tips to prosper in 2015 By Sheridan Admans  21-Dec-2014 07:00 AM
Investment research manager Sheridan Admans highlights several stocks that could deserve further investigation by investors next year.

Brewin Dolphin’s five core funds for 2015 By Gary Jackson 20-Dec-2014 02:00 PM
With investors considering how to position for 2015, Ben Gutteridge picks out five funds he thinks have something to offer over the coming year.

Schroders’ Kirrage: Why those who focus on life’s winners miss out on valuable lessons By Nick Kirrage 20-Dec-2014 07:00 AM
Nick Kirrage explains why spending more time looking at life’s ‘losers’ can be a good thing for investors to do.

What to avoid in 2015, risk warnings and 10-fold growth: Our best stories of the week By Gary Jackson 19-Dec-2014 02:30 PM
We take a look at some of our favourite stories of the week, including why one manager thinks investors in his asset class can make 10 times their money in the coming years.

The fund that lost me 26% in a week - but I’ve just bought more By Joshua Ausden 19-Dec-2014 12:00 PM
FE Trustnet editor Joshua Ausden had his fingers burnt in seven days of trading… but is holding his nerve – just!

The 2014 sweet spot: Global funds with top decile returns and volatility this year By Gary Jackson 19-Dec-2014 10:00 AM
As the year draws to a close, FE Trustnet looks at the global funds that have combined high returns with low volatility.

Investors don’t expect bonds to crash next year: Are they correct or complacent? By Alex Paget 19-Dec-2014 07:00 AM
Bond yields are down near their record lows, but the large majority of FE Trustnet readers don’t expect a significant correction in fixed income next year.

Gold will fall 10 per cent next year, says Brewin Dolphin By Alex Paget 18-Dec-2014 06:00 PM
Brewin Dolphin’s Nik Stanojevic warns that 2015 will be another tough year for investors in the precious metal.

How bargain hunters should play the Russian crash By Arjun Divecha 18-Dec-2014 04:30 PM
Arjun Divecha explains why the bulk of GMO's Russian holdings are limited to the energy sector – and why it is considering buying more.

Rolling returns: The regional funds that stay on top over five-year periods By Gary Jackson 18-Dec-2014 02:30 PM
In the next article of the series, FE Trustnet tries to find European, Japanese and US funds that stay in the top-quartile over rolling investment horizons.

Why it’s been a “terrible year” for active fund management By Daniel Lanyon 18-Dec-2014 12:00 PM
Four Capital’s Mike Pinggera tells FE Trustnet why 2014 has favoured passive over active investing and why that is about to change.

Elliott: Why bullish investors need to overhaul their portfolios By Joshua Ausden 18-Dec-2014 10:00 AM
The overwhelming majority of fund managers remain optimistic about equity markets, but the significant falls in October and more recently have caught many off guard.

It’s done it again… the trust that makes money when equities fall By Alex Paget 18-Dec-2014 07:00 AM
Not many portfolios have, time and time again, successfully protected investors during market sell-offs, but this investment company has done it on a very consistent basis.

Star manager Taylor: You will make 10 times your money in Japan over five years By Alex Paget 17-Dec-2014 06:00 PM
"If" is a big word in investment terms, but Neptune’s Chris Taylor says that “if” the BoJ and Shinzo Abe’s government are successful in further weakening the yen, the available returns from Japanese equities will be huge.

How to work out the best-value investment style for you By Matt Lonsdale  17-Dec-2014 04:00 PM
Thomas Miller’s Matt Lonsdale takes a look at the various methods of investing and asks how clients can figure out which one offers the best value for them.

Five questions emerging market investors need to ask in 2015 By Gary Jackson 17-Dec-2014 02:00 PM
The investment case for emerging market equities has become increasingly clouded over recent years, so Capital Economics thinks investors have to examine a number of issues as we move into the New Year.

David Coombs: You should be wary if a fund yields more than 4 per cent By Gary Jackson 17-Dec-2014 12:00 PM
Retail investors are showing more interest in property, infrastructure and other high yielding assets, but the FE Alpha Manager cautions they must fully understand the risks of illiquid investments.

Where NOT to invest in 2015 By Alex Paget 17-Dec-2014 10:00 AM
FE Trustnet asks the experts which areas of the market they are avoiding like the plague going into next year.

The funds Adrian Lowcock holds in his pension portfolio By Joshua Ausden 17-Dec-2014 07:00 AM
In the next of a series of articles, AXA Wealth's head of investing Adrian Lowcock highlights his pension portfolio including exact weightings and the funds he’s planning on adding to.

Is a 2008-style crash looming for UK equities? By Daniel Lanyon 16-Dec-2014 06:00 PM
Equities, oil and inflation are falling, but is it time to put cash to work or shore up losses?

The 2015 investor notepad: Things to remember during the year ahead By Hans Olsen 16-Dec-2014 04:00 PM
Hans Olsen, Barclays Wealth and Investment Management’s global head of investment strategy, lays out 10 issues that all investors need to bear in mind as markets move into the new year.

Dan Nickols: Why your UK small cap fund won’t come roaring back next year By Alex Paget 16-Dec-2014 02:00 PM
Funds within the IMA UK Smaller Companies sector have largely struggled this year and FE Alpha Manager Daniel Nickols expects 2015 to be another tricky period for his asset class.

So much for the Santa rally: The funds that have lost you the most in the Christmas correction By Gary Jackson 16-Dec-2014 12:00 PM
Equity markets have sold off heavily in recent days, leaving many investors doubtful that the traditional Santa rally will take place - but how have funds fared in this turmoil?

Fund managers’ biggest bets and why they could be skewing your portfolio By Joshua Ausden 16-Dec-2014 10:00 AM
Some of the UK’s best known managers are up to 35 percentage points overweight certain regions, which can have both its positives and negatives.

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