The top-performing fund that finds the bargains for you By Jenna Voigt 17-Jun-2013 06:30 PM
The £355.5m Schroder Recovery fund buys out-of-favour stocks deemed too unsafe by its peers, yet despite this risky approach has beaten its sector and index in seven of the last 10 calendar years.

Why you can't afford to turn your back on bonds By Jenna Voigt 16-Jun-2013 04:30 PM
Features editor Jenna Voigt looks at whether there is any point retaining an exposure to fixed income in the current low-yield environment.

The biggest mistake ageing investors make By Jenna Voigt 15-Jun-2013 01:00 PM
Skerritt Consultants’ Andy Merricks says many investors cut all the risk out of their portfolios too soon, which can leave them exposed if inflation picks up.

Where to find the best opportunities in emerging markets By Jenna Voigt 13-Jun-2013 11:30 AM
Carmignac Gestion's Xavier Hovasse explains why he is finding the best opportunities for his Emerging Discovery fund in frontier markets at the moment.

Mobius: Why the emerging markets growth story is far from over By Jenna Voigt 13-Jun-2013 10:45 AM
The Franklin Templeton manager says low levels of debt and an average GDP growth rate of 5 per cent are just two of the reasons why things are looking up for the sector.

Merricks: The funds I’m backing for an income and growth portfolio By Jenna Voigt 12-Jun-2013 04:30 PM
In the next article in the series, Skerritt Consultants’ Andy Merricks reveals his pick of the funds that feature in clients' portfolios.

Frontier markets ready to take the place of emerging markets By Jenna Voigt 12-Jun-2013 03:30 PM
Contrary to popular belief, frontier markets are not only less correlated to developed markets than their emerging counterparts, but are also less volatile than both.

Chillingworth: Get ready for a volatile summer By Jenna Voigt 11-Jun-2013 06:00 PM
The manager of the Rathbone Recovery fund says uncertainty over the end of QE and inconsistent economic data will result in further shocks over the next few months.

Wake up to severity of China’s slowdown, urges Pickard By Jenna Voigt 10-Jun-2013 01:00 PM
The manager of the Carmignac Emergents fund says it is obvious that China cannot deliver anywhere near the sort of growth it has managed over the past decade.

Three investment trust alternatives to the UK’s best funds By Jenna Voigt 09-Jun-2013 01:00 PM
FE Trustnet looks at trusts with a similar composition to some of the most high-profile funds in the IMA universe.

Alternatives to the giant bond funds By Jenna Voigt 09-Jun-2013 07:00 AM
FE Trustnet looks at the lesser-known funds suitable for investors who have been forced to look further up the risk scale in search of yield but who are not comfortable with a high exposure to equities.

Five hidden gems that can replace the giants By Jenna Voigt 08-Jun-2013 10:30 AM
FE Trustnet looks at alternatives to funds that have recently closed to new money.

How to balance your emerging markets portfolio By Jenna Voigt 07-Jun-2013 04:45 PM
Carmignac’s Jean Medecin says that by increasing their exposure to smaller countries such as Thailand, Indonesia and the Philippines, emerging markets investors can access the sort of spectacular growth potential that attracted them to the sector in the first place.

How to make an income from commodities By Jenna Voigt 07-Jun-2013 03:00 PM
FE Alpha Manager Evy Hambro’s BlackRock World Mining IT is currently yielding 4.4 per cent and also offers the potential for capital growth through the narrowing of its discount.

Carmignac Gestion piles in to frontier markets By Jenna Voigt 06-Jun-2013 06:00 PM
The group’s Emerging Discovery fund now has nearly 40 per cent of its AUM invested in the sector.

The hidden threat to leading Asia Pacific funds By Jenna Voigt 05-Jun-2013 04:30 PM
Numerous top-performing funds focused on the region have a high exposure to Australia, whose currency is soon expected to significantly fall in value.

Why you should ignore the "slowdown" in emerging markets By Jenna Voigt 04-Jun-2013 01:30 PM
While economic growth in emerging markets has slowed, there are still opportunities for equity gains, according to Carmignac Gestion's Didier Saint-Georges.

Wealth manager fund picks: Wells Capital Investment Solutions By Jenna Voigt 03-Jun-2013 06:00 PM
In the next article in the series, Wells Capital Investment Solutions' Chris Mayo shares three of his firm’s top bets for 2013.

The cheaper way to access the Asian growth story By Jenna Voigt 02-Jun-2013 04:30 PM
A number of tracker funds that focus on the region are now available to retail investors, offering access to its enormous growth potential without the high charges associated with active management.

Why income investors cannot afford to ignore emerging markets By Jenna Voigt 01-Jun-2013 06:00 PM
Somerset’s Dominic Johnson says that the shift towards domestically focused economies in countries that are “unambiguously the growth centres of the world” has created income opportunities that are unique to this sector.

Hugh Young: Asian market correction just a matter of time By Jenna Voigt 01-Jun-2013 01:00 PM
The highly rated Aberdeen manager says earnings forecasts are too rosy given the lacklustre macro-economic backdrop and that downgrades to these estimates will hit share prices hard.

Five funds for the first time investor: Asia Pacific By Jenna Voigt 01-Jun-2013 10:30 AM
Bestinvest’s Jason Hollands tips the funds focused on the region that he believes are suitable for people who are new to the industry.

Caledonia Investments trust still a bargain after discount tumbles By Jenna Voigt 31-May-2013 05:00 PM
Numis’s Charles Cade says the discount of 18 per cent is excessive, and that manager Will Wyatt’s refinement of the investment process should have a positive impact on long-term performance.

Why you should beware fast-growing small cap funds By Jenna Voigt 31-May-2013 12:15 PM
Funds that take large positions in smaller companies in the hope of making a quick buck can find themselves trapped if the share price suddenly takes a downward turn.

Franklin UK Select Growth fund bails out of mid caps By Jenna Voigt 30-May-2013 05:30 PM
New manager Ben Russon has trimmed the fund’s exposure to the FTSE 250 from 30 per cent to 19.6 per cent of AUM.

Wealth manager fund picks: Lowes Financial Management By Jenna Voigt 30-May-2013 12:00 PM
Investment analyst Doug Millward of Lowes Financial Management reveals five of the group's favourite funds that feature in client portfolios.

Reinvesting dividends key for growth, says Franklin Templeton’s Morton By Jenna Voigt 29-May-2013 06:00 PM
The strategy has had more of an impact on performance in the manager’s portfolio than market movements.

Legg Mason’s Bauman: Why it pays to be a long-termist By Jenna Voigt 29-May-2013 01:15 PM
The manager of the Legg Mason ClearBridge US Aggressive Growth fund says the stability that comes with his 20-year tenure allows him to watch his high-conviction bets reach their full potential.

Legg Mason’s Hench: Why you should be wary of high-conviction managers By Jenna Voigt 28-May-2013 06:00 PM
The manager says it is naïve for investors to think they can guess what left-field events lie around the corner, and that a well-diversified portfolio is needed to protect against such occurrences.

FE Alpha Manager Spencer: Mid caps’ stellar run is over By Jenna Voigt 28-May-2013 01:00 PM
The Franklin manager says that while this area of the market should still perform well over the coming years, the easy money has already been made.

Little-known ways to deliver an inflation-busting yield By Jenna Voigt 27-May-2013 12:00 PM
With the threat of inflation looming, FE Trustnet looks at four little-known ways to tackle inflation in your portfolio.

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