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Research Archive

IMF warns on bond funds, Jupiter inflows jump and BNY Mellon fined: Your fund news digest By Gary Jackson 18-Apr-2015 08:00 AM
FE Trustnet rounds up the asset management news of the past week, including record inflows at Jupiter and the spat between Alliance Trust and Elliott Advisors.

Buxton on BG, prehistoric caution and the FE income campaign: Our best stories of the week By Gary Jackson 17-Apr-2015 03:00 PM
The FE Trustnet team brings you some of its favourite stories of the week, including a warning about cautious portfolios and a study looking at the most consistent funds for risk-adjusted returns.

Could your mid-cap fund be set to crash? By Daniel Lanyon 17-Apr-2015 01:00 PM
AXA Framlington’s Chris St John is concerned mid-caps may be due a tough time in the run-up to the election

“Financial illiteracy is staggering”: What the government should really focus on By Lauren Mason 17-Apr-2015 11:30 AM
With the election looming ever closer, some of the UK’s most respected financial experts discuss the educational shortfalls in the finance and investment industry.

Marriage: 2014 was the perfect storm for my small-cap fund – but things are looking up By Alex Paget 17-Apr-2015 07:00 AM
The Schroder UK Dynamic Smaller Companies fund has been one of the worst performers in its sector over the last 12 months, but FE Alpha Manager Paul Marriage believes the worst is over.

Why Savvides and UK heavyweights are scooping up small-caps By Daniel Lanyon 16-Apr-2015 06:00 PM
JOHCM’ Alex Savvides and other UK managers have been upping their small-cap exposure of late, here Savvides reveals why

Why you should take profits and run from your rallying Russia fund By Gary Greenberg 16-Apr-2015 04:30 PM
Following huge falls last year, Russia funds have come roaring back in 2015. However, Gary Greenberg, head of Hermes Emerging Markets, cannot see how the rally can continue.

The off-the-radar country investors should be looking at now By Lauren Mason 16-Apr-2015 03:00 PM
Matthews Asia’s Vivek Tanneeru explains why he thinks that Korea could become the new Japan in just two years’ time.

Tineke Frikkee: Why I'm backing FE Trustnet's Income Campaign By Daniel Lanyon 16-Apr-2015 12:00 PM
Smith & Williamson's Tineke Frikkee reveals why she is backing our Income Campaign and calling on the likes of Invesco Perpetual to follow suit. The manager also recommends other metrics investors should look at when assessing and equity income fund.

The funds to overhaul your “prehistoric” cautious portfolio By Gary Jackson 16-Apr-2015 11:00 AM
Psigma’s Tom Becket reveals the funds he is using for cautious portfolios, now the traditional cautious investment choices are looking “prohibitively expensive” and have big risks on the horizon.

Psigma: Why we prefer Artemis Income over Woodford or Barnett By Alex Paget 16-Apr-2015 07:00 AM
Psigma’s Daniel Adams explains why he has stuck with Artemis Income for his core UK equity income exposure rather than keeping his money with Invesco Perpetual or moving it to the recently launched CF Woodford Equity Income fund.

Buxton: Why I’m not sold on the Shell/BG deal By Lauren Mason 15-Apr-2015 05:00 PM
Richard Buxton of Old Mutual Global Investors regrets letting nerves get in the way of a stellar investment opportunity, but one week on he’s not fully convinced by the Shell/BG deal.

The dangers of basing your portfolio on market caps By Stephen Message 15-Apr-2015 03:00 PM
While the official beginning of British Summer Time ushers in a wealth of major sporting events, it’s not always been as welcome for mid-cap portfolio managers, according to Old Mutual UK Equity Income fund manager Stephen Message.

Fund managers’ bubble fears enter extreme territory By Gary Jackson 15-Apr-2015 01:00 PM
Research by Bank of America Merrill Lynch finds that most fund managers believe both stocks and bonds are overvalued, prompting renewed fears of price bubbles being blown in major asset classes.

The UK equity managers hoarding cash and gunning for volatility By Daniel Lanyon 15-Apr-2015 11:00 AM
As the FTSE 100 continues to grind higher, a cadre of UK equity fund managers have been steadily upping their cash levels.

The most consistent UK funds for risk-adjusted returns By Alex Paget 15-Apr-2015 07:00 AM
In the first of a new series, FE Trustnet looks at the UK funds which have been the most consistent in terms of their risk-adjusted returns over the past five years.

Are tech stocks set for a major crash? By Daniel Lanyon 14-Apr-2015 06:00 PM
Allianz's Walter Price reveals to FE Trustnet his concerns and hopes for technology stocks.

Why Toby Hayes distrusts the European and Japanese markets By Lauren Mason 14-Apr-2015 04:30 PM
Franklin Templeton’s Toby Hayes explains why he sees big macro problems on the horizon of both regions, despite the recent success of their equity markets.

Should you be worried about your surging China fund? By Gary Jackson 14-Apr-2015 03:00 PM
Chinese funds have had a very strong start to 2015 but commentators are split over whether this is set to continue or if the struggling economy threatens to unwind these rapid gains.

Brewin Dolphin: The undiscovered fund in investors’ darling market By Daniel Lanyon 14-Apr-2015 01:30 PM
Brewin Dolphin head of research Ben Gutteridge is backing this nimble European smaller companies fund despite its very short track record.

Mona Shah: Why US passives are riskier than ever By Lauren Mason 14-Apr-2015 11:30 AM
Rathbones’ Mona Shah tells FE Trustnet why she’s bullish on actively-managed US funds, despite the efficient market.

The funds leading the emerging markets rally By Alex Paget 14-Apr-2015 07:00 AM
As certain equity markets in the Asia Pacific and global emerging markets regions have shot the lights out over recent months, FE Trustnet looks at the funds which have led the snap rally.

What to buy if you want a growing source of income from UK equities By Alex Paget 13-Apr-2015 04:30 PM
While there are plenty of risks to worry about, JPM’s William Meadon says the UK is still one of the best markets to find a growing source of income and highlights the areas he believes offer premium yields and the best future dividends.

Should you exit the market until the general election is over? By Daniel Lanyon 13-Apr-2015 03:00 PM
With less than a month to go until polling day, Cameron and Miliband are increasingly vocal on their plans for the UK economy but neck and neck in the polls. Investors could be forgiven for wanting to head for the hills until the uncertainty ebbs away and a victor is named.

Which trades are “momentum stocks in sheep’s clothing”? By Lauren Mason 13-Apr-2015 01:00 PM
FE Trustnet explores the successful and popular trades which could be adding risk to your portfolio if they have over-run.

Fund managers love this market – so why don’t you? By Gary Jackson 13-Apr-2015 11:00 AM
Japanese equities have strong support from investment professionals but are ignored by retail investors. FE Trustnet asks why the country should be on the radars of UK investors.

FE’s guide to investing in passive funds By Gary Jackson 13-Apr-2015 07:00 AM
In light of the upcoming launch of the FE Passive Crown Fund Rating, we take a look at all the issues investors need to get to grips with when looking at index trackers.

The global sectors Fidelity’s tipping for success and failure By Lauren Mason 12-Apr-2015 02:00 PM
Fidelity head of equity research Henk-Jan Rikkerink outlines which sectors he thinks investors should show an interest in and which they should reduce exposure to.

Andy Parsons' three funds for early bird ISA investors By Gary Jackson 11-Apr-2015 02:00 PM
As investors start looking at opportunities for the new tax year, The Share Centre head of investment research and advisory services Andy Parsons picks three funds for investors to consider.

Woodford in demand, multi-asset launches and Oxley arrives: Your fund news digest By Gary Jackson 11-Apr-2015 07:00 AM
FE Trustnet rounds up the fund news of the past week, including the new maximum limit for Woodford Patient Capital Trust and Steve Davies taking over Jupiter UK Growth.

Crediting Barnett, hidden gems and Dr Doom: Our best stories of the week By Gary Jackson 10-Apr-2015 05:30 PM
FE Trustnet recaps some of its favourite stories, including a review of Mark Barnett’s past year and questions on if boutique funds are suitable for retail investors.

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