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Research Archive

IA consults on fund charges proposals By Rob Langston 27-Mar-2017 06:00 PM
Asset manager trade body seeks feedback from industry and invesors on attempt to standardise fund charges aimed at promoting accountability of asset managers to investors.

Why Woodford is avoiding BP and Shell By Rob Langston 27-Mar-2017 04:00 PM
Investment veteran Neil Woodford explains why his approach to income investing excludes widely-held dividend payers BP and Royal Dutch Shell and why cutting a dividend is a “walk of shame” for management.

Ashmore’s Dehn: Real exchange rates are today’s best cyclical indicators By Jan Dehn 27-Mar-2017 02:00 PM
Jan Dehn, head of research at emerging markets specialist Ashmore, explains how based on real exchange rates emerging market economies are cheap with clear room to grow, while macroeconomic risks may be rising in the US.

The five FE Alpha Manager Hall of Fame members FE Invest has backed since the start By Jonathan Jones 27-Mar-2017 12:00 PM
The FE Invest team outlines the five FE Alpha Manager Hall of Fame constituents that have been stalwarts in their model portfolio launched in 2012.

Thesis: Why we’ve ditched UK equity funds for direct securities By Jonathan Jones 27-Mar-2017 10:00 AM
Fund manager Steven Richards explains why he has decided to axe his UK equity funds in favour of the in-house Thesis Asset Management’s research team.

FE Alpha Manager Lam: The biggest myths about EM investing in 2017 By Lauren Mason 27-Mar-2017 07:00 AM
Edward Lam, who heads up the five crown-rated Somerset Emerging Markets Dividend Growth fund, tells FE Trustnet why dollar strength and a Trump presidency could actually be positive for the market area.

Still opportunities in Asian equities, says OMGI’s Crabb By Rob Langston 24-Mar-2017 01:00 PM
OMGI’s head of Asian equities explains why valuations remain at attractive levels and what the year ahead holds for the region.

FE Alpha Manager Kirrage: The best-prepared sector in the world for “whatever may come” By Lauren Mason 24-Mar-2017 10:00 AM
Nick Kirrage, who co-runs the £980m Schroder Recovery fund, explains why the cyclical banking sector is becoming an increasingly defensive play.

Do investors need to re-think how they view fund charges? By Lauren Mason 24-Mar-2017 07:00 AM
Industry commentators discuss FE Trustnet research, which shows that many of the most expensive UK funds have delivered the worst five-year performances.

Trump, valuations and FX – what EM investors need to watch for in 2017 By Jonathan Jones 23-Mar-2017 06:00 PM
AXA IM’s Sailesh Lad explains why he has a higher cash weighting than normal and looks at the themes surrounding emerging market debt for 2017.

Record number of fund managers believe equities are overvalued By Rob Langston 23-Mar-2017 04:00 PM
Industry barometer, the BofA Merrill Lynch Fund Manager Survey, reveals sentiment over valuations has reached 17-year low.

Guy Stephens: Shifting monetary sands By Guy Stephens 23-Mar-2017 02:00 PM
As short term market movements continue to be dictated by politics and the media, investors should remain cautious and think ahead of the curve, says Guy Stephens, technical investment director at Rowan Dartington

Invesco’s Barnett: Market too pessimistic on UK-focused stocks By Rob Langston 23-Mar-2017 12:00 PM
FE Alpha Manager Mark Barnett explains why he has been scaling back investment in internationally facing businesses.

Why Fidelity’s Peters and O’Nolan are taking risk off the table By Lauren Mason 23-Mar-2017 10:00 AM
Nick Peters and Kevin O’Nolan, multi-asset managers at Fidelity, explain why they are cautious on the prospects for sterling and global equities as we head through 2017.

Seven flexible funds topping the tables for advisers’ second favourite metric By Gary Jackson 23-Mar-2017 07:00 AM
In the next gallery of the series, FE Trustnet looks at the IA Flexible Investment funds with the highest average rolling five-year returns.

The active global fund beating the market by 45% since launch By Anthony Luzio 22-Mar-2017 06:00 PM
Sanlam Private Wealth Global High Quality has made a 218.68 per cent gain since launch in 2008 compared with a 150.63 per cent return from the MSCI World index.

RLAM’s Trevor Greetham: Why the economy is in the early stages of ‘overheating’ By Lauren Mason 22-Mar-2017 04:00 PM
The manager, who is head of multi-asset at Royal London Asset Management, uses the Investment Clock model to explain his current asset class positioning.

Nikko AM: There is a new commodity cartel in town By Chu Kit Kwa 22-Mar-2017 02:00 PM
Nikko Asset Management equity analyst Chu Kit Kwa looks at the growing influence of China in the international commodities markets.

Fidelity’s Spreadbury warns of headwinds for credit markets By Rob Langston 22-Mar-2017 12:00 PM
FE Alpha Manager Ian Spreadbury and Fidelity colleague Sajiv Vaid highlight some of the challenges facing fixed income investors in 2017.

Adrian Lowcock’s three funds to shield against rising inflation By Gary Jackson 22-Mar-2017 10:00 AM
Following a surprise jump in UK inflation, the Architas investment director highlights funds that could help to defend portfolios from some its eroding effects.

The one fund to buy this ISA season By Jonathan Jones 22-Mar-2017 07:00 AM
In its latest series, FE Trustnet asks industry experts which ‘one stop shop’ funds they are recommending clients consider this ISA season.

UK inflation surges above target: What does this mean for investors? By Lauren Mason 21-Mar-2017 05:00 PM
Investment professionals discuss this morning’s news that CPI data leapt to 2.3 per cent in February, exceeding the Bank of England’s target for the first time in more than three years.

The political and economic incentives driving UK-EU trade negotiations By Stephanie Kelly 21-Mar-2017 03:00 PM
Stephanie Kelly, political economist at Standard Life Investments, considers the key points for British and EU negotiators ahead of the triggering of Article 50 and the UK's two-year exit from the bloc.

Should you buy, hold or fold Keystone after Mark Barnett steps down? By Rob Langston 21-Mar-2017 01:00 PM
FE Trustnet asks the experts what investors should do following news that Mark Barnett is to step down from another investment trust.

The funds for income investors to buy this ISA season By Jonathan Jones 21-Mar-2017 11:00 AM
In its latest series, FE Trustnet asks industry experts which funds for income investors they are recommending clients look at this ISA season.

Fund battle: Schroder Recovery vs Investec UK Special Sits By Lauren Mason 21-Mar-2017 07:00 AM
In our latest ‘fund battle’, we look at two deep value funds with similar mandates and ask the professionals which one could be the better option for investors seeking exposure to this area.

Fund managers explain why European stocks deserve another look By Rob Langston 20-Mar-2017 05:30 PM
While the outlook for European markets continues to be clouded by elections in key economies over the course of 2017, some are urging investors to take a closer look at the opportunities available.

Risk is in the eye of the stockholder in Japan By Richard Aston  20-Mar-2017 03:00 PM
Richard Aston, manager of the CC Japan Income & Growth trust, explains why a focused approach to investing in Japanese equities can benefit investors.

Miton’s Rayner: Fragmentation challenging the march of globalisation By Rob Langston 20-Mar-2017 01:00 PM
Multi-asset manager Anthony Rayner urges investors to take a broader view of the economy, politics and social trends.

Can the Lifetime ISA compete with pensions? Trustnet Magazine is out now! By The FE Trustnet Team 20-Mar-2017 12:30 PM
The March issue looks at a product that will “pay” you up to £1,000 a year to encourage you to save.

Under the bonnet of Georgina Hamilton’s new value opps fund By Lauren Mason 20-Mar-2017 11:00 AM
Having recently reached £150m, star manager Georgina Hamilton talks FE Trustnet through her Polar Capital UK Value Opportunities fund in terms of structure, positioning and where she is seeing the best opportunities.

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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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