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Research Archive

Invesco Perpetual’s Mustoe: Why I’m betting big on Europe By Daniel Lanyon 20-Oct-2014 06:00 PM
Invesco Perpetual’s Nick Mustoe says the market is behaving irrationally towards European stocks and has upped his weightings significantly as a result.

Beware “extremely expensive” bond market, warns Brookes By Alex Paget 20-Oct-2014 04:00 PM
Schroders’ Marcus Brookes, JPM’s Bill Eigen and Threadneedle’s Mark Burgess all think that the price of gilts and treasuries can only fall from these levels.

UK equity dividends set to disappoint By Daniel Lanyon 20-Oct-2014 02:00 PM
Capita’s Justin Cooper says dividends look set to fall in the face of stronger sterling, but UK equity income manager Stephen Message is still bullish on income growth.

The UK equity income funds putting the most cash in your pocket By Gary Jackson 20-Oct-2014 12:00 PM
In the next article of FE Trustnet's income campaign, we show you the funds that have delivered the most in income over the seven years since the start of the financial crisis.

Nick Train: Correction has made me even more bullish By Daniel Lanyon 20-Oct-2014 10:00 AM
The FE Alpha Manager is positive that recent stumbles in major indices will be short lived.

The fund eyeing M&G Global Dividend’s crown By Alex Paget 20-Oct-2014 07:00 AM
With some experts worrying about the size of M&G Global Dividend, IBOSS’s Chris Metcalfe tells FE Trustnet why he prefers to use the Invesco Perpetual Global Equity Income fund instead.

Four market risks… and why they might be overdone By Gary Jackson 19-Oct-2014 12:00 PM
Headwinds to global growth have exacerbated market falls in recent weeks, but Capital Economics says many of the factors behind this are not as big a risk as some fear.

Two contrarian stocks for your pension that FE Alpha Managers are backing By Daniel Lanyon 19-Oct-2014 07:00 AM
Henderson’s James Henderson and JOHCM’s Alex Savvides reveal the unloved stocks they have recently picked up with a long-term view.

The managers who’ve got it wrong in 2014 – so far By Alex Paget 18-Oct-2014 02:00 PM
It’s always easier to point out mistakes with the benefit of hindsight but in this article we highlight some of the managers whose predictions for this year have been wrong, so far anyway.

Henry Dixon: Why I’m buying into this crashing market By Joshua Ausden 18-Oct-2014 07:00 AM
Housebuilder Taylor Wimpey, student accommodation specialist Unite Group and online gaming company Playtech are among the companies that the deep value manager has been snapping up in recent days.

Income campaigns, dividend risk and FTSE falling: Our best stories of the week By Gary Jackson 17-Oct-2014 05:00 PM
Global markets took a tumble this week but FE Trustnet has found more than just that to write about - spending the week on our campaign for more income information and speaking with the manager lined up to take over AXA UK Select Opportunities.

How to cash in on the falling oil price By Angelos Damaskos  17-Oct-2014 03:00 PM
The price of oil has dropped to a four-year low, but Angelos Damaskos, investment adviser on the Junior Oils Trust, highlights several smaller players he sees opportunities in.

The underperforming trusts still charging more than their rivals By Daniel Lanyon 17-Oct-2014 01:15 PM
Many investment trusts have lowered their charges of late, but some still lag behind the trend despite their relative underperformance.

Woodford: Why the sell-off is rational... and why it won't last for weeks By Gary Jackson 17-Oct-2014 11:00 AM
The FE Alpha Manager can understand why markets have sold off aggressively but says his portfolio is designed to reflect the concerns driving the correction.

Nigel Thomas’ successor and the future of the AXA UK Select Opps fund By Alex Paget 17-Oct-2014 08:00 AM
AXA IM already has plans in place for Chris St John to take over the £4.3bn UK Select Opportunities fund when Nigel Thomas eventually retires. In this article, we talk to St John about his process and what investors can expect from him in the future.

Fund managers clash over whether Europe is a value trap or opportunity By Gary Jackson 16-Oct-2014 06:00 PM
Europe is once again looking like the sick man of global economies and fund managers differ over how to play fresh worries about the region’s health.

I’m running to safe havens, says FE Alpha Manager Bezalel By Alex Paget 16-Oct-2014 04:30 PM
FE Alpha Manager Ariel Bezalel tells FE Trustnet why he is now far more bearish and how his Jupiter Strategic Bond fund has been moved into “capital preservation mode”.

Market turbulence: The echoes of the previous crisis or the start of something more sinister? By Richard Jeffrey  16-Oct-2014 03:00 PM
Cazenove chief investment officer Richard Jeffrey lays out a thorough argument why this is no time to blindly take advantage of the sudden decline in asset prices.

BP all over again? Dividend-risk in UK Equity Income funds exposed By Joshua Ausden 16-Oct-2014 01:00 PM
An overreliance on BP led to a huge number of dividend cuts in UK Equity Income funds. Are managers playing with fire once again?

Alternatives to First State Global Emerging Markets Leaders By Daniel Lanyon 16-Oct-2014 11:00 AM
FE Trustnet highlights three potential alternatives to First State’s global emerging markets funds following their move from the IMA Global Emerging Markets sector.

Is that it or will the FTSE keep falling? By Alex Paget 16-Oct-2014 08:00 AM
A number of leading industry experts warn that the recent sell-off in equities should not be viewed as a buying opportunity, but as a precursor to even more volatility.

Star manager Pease exits: Alternatives to the Henderson European Growth fund By Daniel Lanyon 15-Oct-2014 06:00 PM
FE Trustnet highlights several alternatives to the Henderson European Growth fund, following Richard Pease’s departure from the group.

Ignore the bears - the eurozone is not heading towards collapse By Stephanie Butcher 15-Oct-2014 04:30 PM
Concern about slowing growth in Europe has been one of the major reasons behind the recent sell-off in equity markets, but Stephanie Butcher tells FE Trustnet why she is keeping a cyclical bias in her five crown-rated Invesco Perpetual European Equity Income fund.

JOHCM: The market hasn’t learnt its lesson from 2009 By Daniel Lanyon 15-Oct-2014 03:00 PM
JOHCM’s Ben Leyland is concerned the trend for share buybacks forewarns the downside in global equity markets.

FE Trustnet income campaign: Why most equity income funds are letting you down By Gary Jackson 15-Oct-2014 01:00 PM
Research by FE Trustnet shows 80 per cent of IMA UK Equity Income fund factsheets don't offer full dividend histories, even though many asset management groups agree this is vital information for investors.

UK small cap funds likely to underperform until 2015, says Montanaro By Joshua Ausden 15-Oct-2014 11:00 AM
The asset class has had a difficult period since March on both an absolute and relative basis compared with large caps, though experts believe it remains highly desirable on a long-term view.

The UK funds hit the hardest in this correction By Alex Paget 15-Oct-2014 08:00 AM
The predicted market shake-up has happened over the last month and in this article we look at some of the most popular UK funds that have borne the brunt of the sell-off.

Savvides: Now is the time to be buying large caps By Daniel Lanyon 14-Oct-2014 06:00 PM
The manager of the JOHCM UK Dynamic fund says a rotation into large caps has only just begun.

Numis slams BlackRock World Mining trust after share price drop By Gary Jackson 14-Oct-2014 04:30 PM
BlackRock World Mining has been criticised for its handling of two failed investments in London Mining, which damaged its NAV and share price when they were recently written down to being worthless.

Opportunity or value-trap? How cash-heavy managers are playing the sell-off By Alex Paget 14-Oct-2014 03:00 PM
Leading fund managers who have built up their cash weightings, such as Marcus Brookes and Keith Ashworth-Lord, tell FE Trustnet why they have, or haven’t, used the recent equity market sell-off as a buying opportunity.

James Henderson: Yield obsession is driving managers into value traps By Daniel Lanyon 14-Oct-2014 01:00 PM
The FE Alpha Manager says funds with a bias toward high yield stocks to maximise on income have been successful but are increasingly risking capital.

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