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Research Archive

The UK income funds that have bounced back from the bottom quartile this year By Lauren Mason 28-Apr-2017 02:30 PM
In the second part of a series, FE Trustnet looks at the funds in the IA UK Equity Income sector with strong long-term track records that struggled in 2016 but are back in the top quartile year-to-date.

Neptune: Why when you think ‘emerging markets’, you should think ‘tech’ By Ali Unwin 28-Apr-2017 02:00 PM
Ali Unwin, manager of the Neptune Global Technology fund, explains why investors should start thinking about emerging markets differently.

Argonaut’s Norris explains Q1 fund underperformance By Rob Langston 28-Apr-2017 12:00 PM
FE Alpha Manager Barry Norris talks through the challenges faced by the FP Argonaut Absolute Return fund during the first quarter of the year.

Can property really offer true diversification? By Jonathan Jones 28-Apr-2017 10:00 AM
FE Trustnet asks the experts whether property is a good option for investors looking for diversification in the portfolios.

AXA IM’s two UK stocks for each market cap level By Jonathan Jones 27-Apr-2017 06:00 PM
Three AXA Investment Management fund managers outline their best ideas in the UK large- mid- and small-cap arenas.

How worried should investors be about disruptive technology? By Lauren Mason 27-Apr-2017 04:20 PM
A recent report by the team at Rathbones explores the potential upside and the pitfalls of largely-misunderstood technological breakthroughs and how they could impact investors’ portfolios.

Guy Stephens: The silly season beckons By Guy Stephens 27-Apr-2017 02:00 PM
Guy Stephens, technical investment director at Rowan Dartington, reflects on recent geopolitical events and non-events and their impact on markets.

The defensive holdings that Fidelity’s multi-asset income team is backing By Rob Langston 27-Apr-2017 12:00 PM
Portfolio manager Eugene Philalithis explains where the multi-asset income team is positioning the range for the months ahead.

Lloyds “the star of the UK banking show” after impressive Q1 numbers By Gary Jackson 27-Apr-2017 11:30 AM
Figures published by the bank this morning show pre-tax profits have doubled over the past year.

The IA UK Equity Income funds in the bottom decile on almost every metric By Gary Jackson 27-Apr-2017 10:00 AM
After a gallery highlighting some of the IA UK Equity Income sector’s top performers, FE Trustnet finds out which funds are at the bottom of the peer group for a range of return and risk measures.

Nick Train: Why investors are “looking a gift horse in the mouth” By Lauren Mason 27-Apr-2017 07:00 AM
The star manager, who runs the five crown-rated Finsbury Growth & Income trust, explains why he remains an “unrelenting and unrepentant bull” as we head through 2017.

What investors should look for in a trust’s final results By Jonathan Jones 26-Apr-2017 06:00 PM
Experts outline the key information investors should be looking at when an investment company sends out its half-year and annual reports.

Why investors should think again before selling in May By Rob Langston 26-Apr-2017 04:00 PM
Advisers say the ‘Sell in May and go away, don't come back till St Leger Day’ adage may not be appropriate for investors if past performance is to be believed.

Jupiter's Mitchell: Trump’s first 100 days, now the hard work begins By Stephen Mitchell 26-Apr-2017 02:00 PM
Stephen Mitchell, manager of the Jupiter Global Managed fund, takes stock of US president Donald Trump’s first 100 days in office.

CRUX: The biggest risk factor for quality investors this year By Lauren Mason 26-Apr-2017 12:00 PM
Patrick Barton and Jamie Ward, who run the four crown-rated CFIC CRUX UK fund, explain why higher-than-expected interest rates are the biggest risk quality growth investors this year.

FE Alpha Manager Wotton: Small cap picture improving despite macro uncertainties By Jonathan Jones 26-Apr-2017 10:00 AM
Ken Wotton, manager of the Wood Street Microcap Investment fund, outlines why strong issuance numbers in 2016 prove the small cap market is as buoyant as ever.

Do these global funds have performance fees worth paying? By Rob Langston 26-Apr-2017 07:00 AM
In this ongoing series, FE Trustnet takes a closer look at performance fee-charging funds and considers whether their returns justify the expense.

Gervais Williams: Five misunderstood UK recovery stocks that have further to run By Lauren Mason 25-Apr-2017 06:00 PM
Williams, who manages more than £1bn across several funds for Miton, tells FE Trustnet which stocks he has bought recently due to their overly depressed share prices.

Rathbones’ Coombs on the risks posed by the UK general election By Rob Langston 25-Apr-2017 04:00 PM
David Coombs, FE Alpha Manager and head of multi-asset investments at Rathbones, explains some of the scenarios ahead of the early general election in the UK.

A market-friendly result which will help reduce the European risk premium By Jeff Taylor 25-Apr-2017 02:00 PM
Jeff Taylor, head of European equities at Invesco Perpetual, looks at France’s recent election result and its effect on European equities.

Baillie Gifford’s Sitte: The pros and cons of long-term investing By Jonathan Jones 25-Apr-2017 12:00 PM
Investment manager Moritz Sitte outlines how the European equities team use the long-term strategy to their advantage but must ward against complacency.

The global equity funds the professionals are backing By Lauren Mason 25-Apr-2017 10:00 AM
Following yesterday’s article on the importance of regional weightings and global equity funds, we ask the investment professionals which funds in the sector they like and why they have chosen them.

The IA UK Equity Income funds topping the tables on (just about) every metric By Gary Jackson 25-Apr-2017 07:00 AM
As part of an ongoing series, FE Trustnet highlights the UK equity income funds that are topping the sector when it comes to a variety of return and risk metrics.

Why Neptune’s Mark Martin is still concerned about domestic-facing stocks By Lauren Mason 24-Apr-2017 06:00 PM
The FE Alpha Manager, who runs the five crown-rated Neptune UK Mid Cap fund, warns there are signs the UK economy is slowing and explains why sterling is unlikely to rally from here.

Why a bubble in China is coming but investors should continue to buy the growth story By Jonathan Jones 24-Apr-2017 04:00 PM
Baillie Gifford’s Ewan Markson Brown explains why a bubble in China may be inevitable, but in the short-term the prospects remain strong.

Hermes: Populism means we all need to think like emerging market managers By Gary Greenberg 24-Apr-2017 02:00 PM
Gary Greenberg, head of emerging markets at Hermes Investment Management, considers whether fund managers focused on developed markets can learn anything from their emerging markets counterparts.

French presidential election poll buoys markets By Rob Langston 24-Apr-2017 12:00 PM
As markets react positively to early indicators in the French presidential election, some managers remain cautious about the outlook.

Does globalisation mean you can forget about funds’ regional weightings? By Lauren Mason 24-Apr-2017 10:00 AM
FE Trustnet speaks to investment professionals about how relevant regional breakdowns of portfolios in the IA Global sector are now, given the move towards globalisation.

BMO’s best sectors for consistent top-quartile performance By Rob Langston 24-Apr-2017 07:00 AM
With the multi-manager team at BMO noting a drop-off in performance over rolling three-year periods, FE Trustnet takes a look at some of the more consistent top-quartile performers of recent years.

Is this unlikely country boasting the best income opportunities? By Lauren Mason 21-Apr-2017 01:00 PM
Mark Williams and Carolyn Chan, managers of the four crown-rated Liontrust Asia Income fund, tell FE Trustnet why they have a 40 per cent weighting in Chinese equities.

Five strat bond funds topping the tables on advisers’ second favourite metric By Gary Jackson 21-Apr-2017 11:00 AM
Continuing our series, FE Trustnet dives into the IA Sterling Strategic Bond sector to find the funds achieving the highest five-year total returns.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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