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Research Archive

Schroders’ Walker: Why we’re still positive on London despite Brexit By Jonathan Jones 23-Aug-2017 04:00 PM
The manager of the Schroder Global Cities Real Estate fund outlines why he remains confident that Brexit will not be a disaster for London.

Why relaxed investors could soon feel the heat By Eoin Murray 23-Aug-2017 02:00 PM
Eoin Murray, head of investment at Hermes Investment Management, identifies the risks that investors should consider as we progress through the third quarter of 2017.

“Hugely disappointed” Neil Woodford stands by Provident Financial after 65% crash By Gary Jackson 23-Aug-2017 12:00 PM
The UK equity veteran thinks the market is being too negative on the lending specialist after a brutal sell-off yesterday.

The real reason active fund managers fail in the US By Jonathan Jones 23-Aug-2017 10:00 AM
Old Mutual’s Ian Heslop outlines the main reason active managers have underperformed in the US market for many years.

Six long-term economic themes investors must not ignore – and how to access them By Rob Langston 23-Aug-2017 07:00 AM
Investment veteran and multi-asset specialist Mike Pinggera highlights key investment themes and the best closed-end funds and listed companies exposed to them.

Why a rebound in German blue-chip stocks could be on the way By Rob Langston 22-Aug-2017 06:00 PM
Despite a pull-back during the past couple of months, consultancy Capital Economics believes there is scope for a rebound in the latter half of the year.

Two different ways to play Amazon’s growing influence in markets By Jonathan Jones 22-Aug-2017 04:00 PM
Fund managers from Hermes and JO Hambro Capital Management outline the different ways they are exploiting Amazon’s dominance in a range of different sectors.

Violence and volatility: another week in the Trump presidency By Chris Ralph 22-Aug-2017 02:00 PM
Chris Ralph, chief investment officer at St James's Place Wealth Management, reflects on political and economic developments around the world during the past week and what they meant for markets.

“This is a time to be vigilant”: The need for short-term caution in the search for yield By Gary Jackson 22-Aug-2017 12:00 PM
Columbia Threadneedle Investments global head of fixed income Jim Cielinski believes the search for yield will run into the long term but argues that the outlook is more complicated over shorter time frames.

Kames’ Wells: Five outstanding UK domestic stocks for income By Rob Langston 22-Aug-2017 10:00 AM
Iain Wells, co-manager of the Kames UK Equity Income fund, highlights five companies with greater exposure to the domestic economy and compelling yields.

The EM and Asia trusts on the widest/tightest discounts relative to their own history By Jonathan Jones 22-Aug-2017 07:00 AM
FE Trustnet continues its review of the investment trusts on the widest or tightest discounts relative to their own history, moving on to the Emerging Market and Asia Pacific sectors.

Policy error danger shouldn’t be ignored, says Aberdeen Standard’s Milligan By Rob Langston 21-Aug-2017 06:00 PM
Head of global strategy Andrew Milligan says while the current climate supports risk taking, several challenges remain for investors.

How to play improving Japanese economic data, according to Schroders By Jonathan Jones 21-Aug-2017 04:00 PM
Schroders’ Nathan Gibbs outlines why he is “excited” for the prospect of Japanese equities in the coming years despite economic improvements taking longer than he expected.

Nordea: Why we backed China as investors worried about a 'hard landing' By Jorry Rask Nøddekær 21-Aug-2017 02:00 PM
Jorry Rask Nøddekær, manager of the Nordea 1 – Emerging Stars Equity fund, explains why the firm stuck by China as many others warned of a ‘hard landing’ for the economy and the sectors where he sees the best opportunities.

Passives jump to top of balanced portfolios during Q2’s “significant turnover” By Gary Jackson 21-Aug-2017 12:00 PM
The latest Harrington Cooper Proprietary Asset Allocation Tracker shows that two ETFs are now the most popular holdings in multi-manager funds and model portfolios amid a move to defensive assets.

Premier’s Evan-Cook: The best emerging market fund you’ll never buy By Rob Langston 21-Aug-2017 10:00 AM
Premier Asset Management’s Simon Evan-Cook explains why advisors should consider HMG Global Emerging Markets Equity for their exposure to the market.

The three top funds in danger of becoming too large By Jonathan Jones 21-Aug-2017 07:00 AM
FE Trustnet asks industry commentators which funds could face issues of capacity constraints in the coming years.

Headline yield can be misleading, warns Henderson’s Smith By Jonathan Jones 18-Aug-2017 12:30 PM
The manager of the Henderson High Income fund warns investors that they need to look past the headline yield when looking for income.

Warning sign for equities as managers expect corporate slowdown By Rob Langston 18-Aug-2017 10:30 AM
Fund managers maintain higher cash levels as BofA Merrill Lynch Fund Manager Survey reveals more bearish sentiment over equities.

The UK equity income trusts on the widest/tightest discounts relative to their own history By Jonathan Jones 18-Aug-2017 07:00 AM
FE Trustnet continues its review of the investment trusts on the widest or tightest discounts relative to their own history, moving on to the IT UK Equity Income sector.

Franklin Templeton’s Bullas: Investors need to focus on fundamentals in small-caps By Jonathan Jones 17-Aug-2017 06:00 PM
The Franklin Templeton fund manager outlines why investors should ignore the wider macroeconomics and stick to the fundamentals when it comes to smaller companies.

Miton’s Jane on the ‘most hated bull market in history’ By Rob Langston 17-Aug-2017 04:30 PM
David Jane, manager of Miton’s multi-asset fund range, examines the impact of central bank policy on the market and what investors should be aware of as the current cycle enters its latter stages.

Guy Stephens: Mutually assured destruction? By Guy Stephens 17-Aug-2017 02:00 PM
As hostility peaks between the US and North Korea, Guy Stephens, technical investment director at Rowan Dartington, discusses how Trump’s ‘Fire and fury’ has wiped nearly $1trn off global equity markets.

Capital Economics warn next US recession only a few years away By Rob Langston 17-Aug-2017 12:00 PM
US economist Michael Pearce explains why a recession in the US might follow in 2019 despite the stimulative effect of president Donald Trump’s mooted tax cuts.

Hollands: Three complementary funds you can hold and sleep at night By Lauren Mason 17-Aug-2017 10:00 AM
As part of an ongoing series, Tilney Group's Jason Hollands tells FE Trustnet about three funds that could work well together in a portfolio in order to achieve diversification and steady returns.

The most bought European funds in the first half of 2017 By Jonathan Jones 17-Aug-2017 07:00 AM
FE Trustnet explores European funds and uncovers those that have seen the most significant inflows in the first six months of the year.

Rathbones: How India could overtake China By Rob Langston 16-Aug-2017 06:00 PM
On the anniversary of Indian independence, Rathbones head of asset allocation strategy Ed Smith and head of collectives research Mona Shah explore whether the emerging market could overtake its neighbour.

The sectors Hermes global equities team is backing despite widespread concerns By Jonathan Jones 16-Aug-2017 04:00 PM
Hermes Investment Management’s Geir Lode and Lewis Grant explain why they like large-cap US tech stocks and are warming to the large oil producers.

The demise of the progressive dividend By Eric Moore 16-Aug-2017 02:00 PM
Eric Moore, fund manager of the Miton Income fund, takes a closer look at the end of 'progressive' dividends and what it means for income investors.

Why you shouldn’t rely on passives for Japanese exposure By Rob Langston 16-Aug-2017 12:00 PM
JP Morgan Asset Management’s Nicholas Weindling talks through the current drivers of the Japanese economy and where the firm is finding opportunities.

FE Alpha Manager Leyland: Nothing is cheap and there is nowhere for investors to hide By Jonathan Jones 16-Aug-2017 10:00 AM
The JOHCM global equities manager explains why he is diversifying his portfolio in an effort to mitigate losses over the coming years.

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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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