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Research Archive

The big themes Standard Life GARS is positioned for this quarter By Lauren Mason 27-Oct-2016 04:00 PM
Adam Rudd, multi-asset investment director at Standard Life Investments, highlights the macroeconomic themes the team is watching closely and the ways they’re aiming to benefit from these.

How worried should investors be about political risk? By Florian Ielpo, Stéphane Dutu & Jérémy Gatto  27-Oct-2016 02:00 PM
In this first of two articles, Unigestion’s Florian Ielpo, Stéphane Dutu and Jérémy Gatto looks at the rise in political risk that investors need to pay attention to.

The global trusts with the biggest bets on the US – and how they’re viewing the election By Gary Jackson 27-Oct-2016 11:00 AM
Figures from the Association of Investment Companies show a number of trusts have a significant overweight to the US so we find out the reasons for this positioning.

What does Article 50 really mean for your portfolio? By Lauren Mason 27-Oct-2016 07:00 AM
Fund managers specialising in different regions and market sectors predict how their portfolios are likely to react when the UK begins the process of leaving the EU.

Rathbones: Five key themes investors can’t ignore By Lauren Mason 26-Oct-2016 04:00 PM
The firm’s Strategic Asset Allocation Committee explains the fundamental themes shaping its portfolios as we head into 2016's fourth quarter.

Lazard’s Flood: Why concentrated funds have a better chance of outperforming By Martin Flood 26-Oct-2016 02:00 PM
In the second of two articles, Lazard Asset Management’s Martin Flood takes a closer look at the merits of a concentrated approach to investing.

Should investors avoid index-linked bonds after their “meteoric rise”? By Gary Jackson 26-Oct-2016 11:00 AM
Plenty of investors think index-linked bonds will continue to be a prudent investment given rising inflation, but Hawksmoor’s Ben Conway is very cautious about the stretched valuations in the asset class.

FE Alpha Manager Edward Lam: Why emerging markets will keep rallying By Lauren Mason 26-Oct-2016 07:00 AM
The Somerset Emerging Markets Dividend Growth fund manager tells FE Trustnet why he is seeing more opportunities than he has done in over 18 months.

Is it time to finally throw in the towel on UK banks? By Lauren Mason 25-Oct-2016 04:00 PM
In the lead-up to the reporting season for UK banks, CMC Markets UK’s Michael Hewson gives a rundown on the ‘big three’ domestic stocks in the UK banking sector.

How looking a ESG can help all investors, not just ethical ones By Simon Adler 25-Oct-2016 02:00 PM
Schroders' Simon Adler explains why considering environmental, social and governance factors can give investors a greater understanding of businesses.

Square Mile’s funds to dodge US election uncertainty By Gary Jackson 25-Oct-2016 11:00 AM
With one of the US’ most controversial presidential elections on the horizon, Square Mile’s John Monaghan highlights three funds that could offset the volatility that might follow in its wake.

The value funds that have outperformed when their style’s in vogue By Lauren Mason 25-Oct-2016 07:00 AM
We look back at four UK value funds that thrived during the last two significant periods of value outperforming growth.

Why investors should be really excited about market valuations By Lauren Mason 24-Oct-2016 04:30 PM
Dan Brocklebank, director at Orbis Investments, explains why value stocks – which are trading on historically cheap valuations – are likely to start outperforming soon.

Are many portfolios becoming too diversified? By Martin Flood  24-Oct-2016 03:00 PM
In the first of two articles, Lazard Asset Management’s Martin Flood explains why investors might have started to suffer from ‘over-diversification’.

“The good times are over”: Four things investors need to watch in the bond bubble By Gary Jackson 24-Oct-2016 01:00 PM
Columbia Threadneedle Investments’ Jim Cielinski offers some insight into how the bubble playing out in bond markets will at some point start to deflate or even burst.

Clive Beagles: Where I’m buying on fiscal policy expectations By Jonathan Jones 24-Oct-2016 11:00 AM
JOHCM’s Clive Beagles outlines the areas of the market he sees value in if a shift to fiscal policy over monetary policy takes effect.

Defensives at a premium: How are professional investors protecting their portfolios? By Lauren Mason 24-Oct-2016 07:00 AM
Five multi-asset managers tell FE Trustnet whether they think traditional defensive equities are overvalued and which assets they are holding for portfolio protection.

Value at its most likely to come back in years, says Rob Burdett By Jonathan Jones 21-Oct-2016 01:00 PM
BMO’s Rob Burdett says there has been two ways to skin a cat (or be a top quartile performer) this year and, while it is too early to tell if value is coming back, he thinks it is more likely than it has been in years.

Psigma: Why we’ve gone defensive after a ‘once in a cycle’ opportunity By Gary Jackson 21-Oct-2016 11:00 AM
Rising risks and excessive valuations have led Psigma Investment Management to take some risk out of its portfolios, as it thinks a more defensive stance is warranted from here.

Defensive and diversified: The funds and trusts to hold right now By Lauren Mason 21-Oct-2016 07:00 AM
Ben Conway, senior fund manager at Hawksmoor, tells FE Trustnet how he has positioned his portfolios to protect against valuation and macroeconomic risk.

The good, the bad and the difficult company turnarounds By Jonathan Jones 20-Oct-2016 05:00 PM
JOHCM’s Michael Ulrich and Rachel Reutter identify companies where their strategy has worked, where it has not and what they are working to turn around at the moment.

Monetary easing has run its course but fiscal stimulus won’t be free By Guy Stephens 20-Oct-2016 02:00 PM
Rowan Dartington Signature’s Guy Stephens ponders the central bankers’ ability to control inflation and stimulate the real economy.

Should income investors even bother with bonds anymore? By Lauren Mason 20-Oct-2016 01:00 PM
A selection of investment professionals, including fixed income managers David Katimbo-Mugwanya and Iain Stealey, discuss how income-seeking investors should position themselves in the asset class.

How technology is changing investment: Trustnet Magazine is out now! By The FE Trustnet Team 20-Oct-2016 12:30 PM
The October edition of Trustnet Magazine finds out how to avoid the mistakes of the dotcom bubble without sticking your head in the sand.

The top-performing UK equity income funds that haven’t been wrong-footed by 2016 By Gary Jackson 20-Oct-2016 11:00 AM
With 2016 proving to be a difficult year for active managers, FE Trustnet finds out if any previously top-performing funds are beating the FTSE All Share over the year to date.

“Every market cycle comes to an end”: Why De Tusch-Lec is sticking with value By Lauren Mason 20-Oct-2016 07:00 AM
The manager of the £3.2bn Artemis Global Income fund warns that market conditions are likely to change significantly over the next year.

Greetham: Why commodities should be a crucial part of your portfolio By Jonathan Jones 19-Oct-2016 05:00 PM
Royal London’s Trevor Greetham explains why investors should add commodities to truly diversify their portfolios, but warns that he is unsure on the potential for gold’s rally to continue.

What is causing the sell-off in gilts? By Chris Bowie 19-Oct-2016 03:00 PM
TwentyFour Asset Management’s Chris Bowie takes a closer look at the sell-off that hit several parts of the government bond market.

Investors react after UK inflation jumps to 1 per cent By Gary Jackson 19-Oct-2016 01:00 PM
With official numbers rising by more than expected, investment commentators highlight what this means for the economy and portfolios.

Rathbones’ Carl Stick: Why now is the time for UK investors to be dull By Lauren Mason 19-Oct-2016 11:00 AM
The Rathbone Income fund manager explains why he is feeling bearish as we head through the rest of the year and into 2017.

Why investors shouldn’t be put off by a high turnover fund By Jonathan Jones 19-Oct-2016 07:00 AM
Investment experts weigh in on whether they prefer high or low turnover funds and comment on the merits of both.

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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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