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Research Archive

How much value is left in cyclical stocks? By Alex Wright 21-Feb-2017 02:00 PM
Alex Wright, portfolio manager of the Fidelity Special Values investment trust, takes a closer look at UK cyclical stocks and explains the need for proper diversification in the current market environment.

Matthews Asia’s Shroff: How the shift from growth to value has affected us By Rob Langston 21-Feb-2017 12:00 PM
Sharat Shroff, lead manager of the Matthews Asia Pacific Tigers fund, talks about the opportunities in Asia and why it has positioned in some of the emerging Asian economies.

Sarasin & Partners’ favourite funds in last year’s badly burned sector By Lauren Mason 21-Feb-2017 10:00 AM
Alistair Campbell and Jamie Fletcher, deputy managers of the firm’s fund-of-funds range, tell FE Trustnet why they have increased the exposure to the IA Targeted Absolute Return sector over recent months.

Are trusts paying enhanced dividends from capital sustainable? By Jonathan Jones 21-Feb-2017 07:00 AM
Market experts explain the rationale behind investment trusts paying enhanced dividends from capital and ask whether investors should buy this trend.

FundCalibre: “Good active management is not a myth” By Jonathan Jones 20-Feb-2017 06:00 PM
In its annual outperformance index, FundCalibre reveals the top fund groups that have outperformed their peers the most over a five-year timeframe.

Buxton: Why the FCA shouldn’t ‘name and shame’ underperforming funds By Gary Jackson 20-Feb-2017 04:00 PM
The UK equity manager and Old Mutual Global Investors chief executive argues that the regulator does not need to intervene to highlight ‘closet trackers’.

Momentum’s Klempster: Putting the investor first By James Klempster 20-Feb-2017 02:00 PM
James Klempster, head of investment management at Momentum UK, says market conditions in recent years has place a greater focus on outcomes-based investing.

Super-size your investment trust returns: Trustnet Magazine is out now! By The FE Trustnet Team 20-Feb-2017 01:30 PM
The February issue finds out how to make the most of gearing and discounts.

David Jane: The “tipping points” that investors need to keep an eye on By Gary Jackson 20-Feb-2017 12:00 PM
The Miton multi-asset manager says “many of the old norms in financial markets are likely to end” and highlights the themes he believes will come to the fore.

Funds to diversify the top performing Threadneedle UK Equity Income By Jonathan Jones 20-Feb-2017 10:00 AM
FE Trustnet continues to look at the funds professional investors hold alongside some of the best-performing funds of recent years. This week we focus on Threadneedle UK Equity Income.

The UK funds boasting all the ‘right’ kinds of volatility over the last decade By Lauren Mason 20-Feb-2017 07:00 AM
We look at the funds in the IA UK All Companies sector that are in the bottom quartile for their annualised volatility but boast top-quartile Sortino ratios over the last decade.

FE Alpha Manager Savvides’s punchy portfolio changes that weathered 2016 By Lauren Mason 17-Feb-2017 04:00 PM
FE Alpha Manager Alex Savvides, who runs the top-performing JOHCM UK Dynamic fund, tells FE Trustnet why his proudest achievement of last year was selling the underperforming stocks in his portfolio.

Schroders' Lee: Three headwinds for Asian markets By Rob Langston 17-Feb-2017 12:00 PM
Lee King Fuei, co-manager of the Schroder ISF Asian Total Return fund, considers the challenges facing Asian economies and how investors can take advantage of them.

How the most equity-heavy unfettered funds stack up against their fettered peers By Jonathan Jones 17-Feb-2017 07:00 AM
Having compared performance of fettered and unfettered funds, FE Trustnet drills down into the individual sectors. In the last in the series FE Trustnet looks at the IA Mixed Investment 40%-85% universe.

Fund managers consider Donald Trump’s next big move By Rob Langston 16-Feb-2017 06:00 PM
With the new US president sworn in last month, fund managers from a number of asset management houses look at a looming decision over taxation and the potential impact on markets and the economy.

The alternative income source the top managers are buying By Jonathan Jones 16-Feb-2017 04:00 PM
Peer-to-peer industry experts explain why the asset class is attracting the likes of Neil Woodford and the different ways investors can access the sector.

Neuberger Berman: Our five key global bond trades By Jon Jonsson 16-Feb-2017 02:00 PM
Jon Jonsson, manager of the offshore Neuberger Berman Global Bond Absolute Return fund, explains how the portfolio has positioned for 2017 following heightened volatility last year.

Are ‘risk on’ investors biting off more than they can chew? By Lauren Mason 16-Feb-2017 12:00 PM
The latest report from Natixis shows investors have been rotating into higher-risk strategies, but warns they may not be taking currency risk into account.

Defence stock Cobham drops 20% after fifth profit warning in 15 months By Gary Jackson 16-Feb-2017 11:30 AM
The FTSE 250 defence group has warned that it cannot yet give guidance on how it will perform in 2017.

Which has been the best way to invest in gold? By Rob Langston 16-Feb-2017 10:00 AM
FE Trustnet looks at whether investors would have been better off investing directly in the yellow metal or funds that invest in companies focused on the safe haven asset.

These global funds have beaten the MSCI World at least 80% of the time By Jonathan Jones 16-Feb-2017 07:00 AM
FE Trustnet looks at the funds with longer-term track records that have outperformed the global equity index for most of the past decade.

Adrian Lowcock’s three 2017 ISA themes – and the funds to play them By Gary Jackson 15-Feb-2017 06:00 PM
The Architas investment director highlights the big themes that investors should be thinking about as we head into this year’s ISA season.

Guy Stephens: A matter of time before Trump causes market volatility By Guy Stephens 15-Feb-2017 02:00 PM
Rowan Dartington's technical investment director Guy Stephens says investors should be aware of the potential impact of the new US president's policies on markets.

Does political risk outweigh earnings growth in Europe? By Jonathan Jones 15-Feb-2017 12:00 PM
Commentators give their opinion on whether investors should focus on the earnings growth or political risk heading into 2017.

Walker Crips: The pros and cons for the UK in 2017 By Jonathan Jones 15-Feb-2017 10:00 AM
Portfolio managers Gary Waite and Andrew Morgan outline the pros and cons for investing in UK equities this year.

Everything you need to know about Walker Crips’ model portfolios By Jonathan Jones 15-Feb-2017 07:00 AM
As part of its ongoing series, FE Trustnet looks under the bonnet of model portfolio providers – up next the range managed by Walker Crips – Alpha: r².

Inflation at a 2.5 year high: What do the experts think? By Lauren Mason 14-Feb-2017 06:00 PM
Several industry professionals give their thoughts on the latest CPI figure for January, which is at its highest level since June 2014.

Are emerging markets safer than they’ve ever been? By Jonathan Jones 14-Feb-2017 04:30 PM
Templeton Emerging Markets’ Carlos Hardenberg and Liontrust’s Patrick Cadell outline whether emerging markets look safer in 2017 than previous years

Psigma’s McPherson: Keep calm and stick to the plan By Rory McPherson 14-Feb-2017 03:00 PM
Rory McPherson, head of investment strategy at Psigma Investment Management, explains why investors should make a plan and stick to it when it comes to investing.

Hermes’ Neil Williams: The two headwinds that aren’t priced into markets By Lauren Mason 14-Feb-2017 01:00 PM
The chief economist tells FE Trustnet why investors should brace themselves for unfavourable inflation and ‘looser for longer’ monetary policy.

OMGI’s Heslop: Why we don’t follow macro trends By Rob Langston 14-Feb-2017 11:00 AM
Old Mutual Global Investors head of global equities Ian Heslop explains the dangers of being too preoccupied with macroeconomic trends.

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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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