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Research Archive

The IA sectors the experts want reviewed By Jonathan Jones 26-May-2017 07:00 AM
With the IA mulling a new mid-cap sector, FE Trustnet asks which other sectors the experts want to see cleaned up

GAM’s Hepworth: The three core UK funds I’m sticking with By Jonathan Jones 25-May-2017 12:00 PM
Charles Hepworth, investment director of GAM’s model portfolio range, highlights the three UK equities funds he continues to hold despite a more pessimistic stance on the domestic economy.

Is now the time to look at inflation protection? By Jonathan Jones 24-May-2017 06:00 PM
Dave Hooker, manager of Insight Inflation-linked Corporate Bond, explains why inflation in the UK could be here for some time.

Is the great passive run coming to an end? By Jonathan Jones 24-May-2017 07:00 AM
FE Trustnet looks at what effects the rise of passive investments is having on the industry and the impact it could have for investors in the future.

The income stream not being accounted for by the market By Jonathan Jones 23-May-2017 12:00 PM
FE Trustnet asks UK equity income managers how important special dividends are in the current market environment.

The best and worst UK smaller companies funds over 5yrs By Jonathan Jones 22-May-2017 07:00 AM
Continuing its focus on small-cap funds, FE Trustnet takes a closer look at performance in the IA UK Smaller Companies sector.

Bambos Hambi: The dedicated small-cap funds I use in the Myfolio range By Jonathan Jones 19-May-2017 07:00 AM
Continuing its latest study on smaller companies, FE Trustnet looks at where fund manager Bambos Hambi uses small-cap funds to add value to his portfolios.

IA mulls new UK mid-cap sector: Is it needed? By Jonathan Jones 18-May-2017 12:00 PM
FE Trustnet asks industry experts for their opinion on whether the IA’s flirtation with a new UK mid-cap sector is worthwhile.

Jupiter’s Davies: The three stocks we bought at Brexit and will hold for the long term By Jonathan Jones 17-May-2017 06:00 PM
Steve Davies, manager of the Jupiter UK Growth fund, highlights the three major moves he made around Brexit and why he is intent on holding them for the long term

Clark: How we’re overcoming our fixed income underweight By Jonathan Jones 17-May-2017 12:00 PM
Old Mutual Wealth’s Stuart Clark names the alternative funds he has bought to mitigate the fixed income underweight he is running in his portfolios.

Old Mutual Wealth: Why we’re selling UK and adding Europe By Jonathan Jones 17-May-2017 10:00 AM
Portfolio manager Stuart Clark outlines his rationale behind buying more Europe and reducing his UK equities exposure.

Everything you need to know about Old Mutual Wealth’s model portfolios By Jonathan Jones 17-May-2017 07:00 AM
As part of its ongoing series, FE Trustnet looks under the bonnet of model portfolio providers. Up next: Old Mutual Wealth.

FE Alpha Manager Nimmo: Mean reversion doesn’t apply to small-caps By Jonathan Jones 16-May-2017 06:00 PM
Standard Life Investments’ Harry Nimmo outlines why mean reversion is not a theory that works when investing in smaller companies.

The large-cap-focused funds outperforming the FTSE 100 (just) By Jonathan Jones 15-May-2017 07:00 AM
In the final part of our mid-cap series, FE Trustnet looks at the funds outperforming the FTSE 100 with a high r2 ratio to the index and a low ratio to mid-caps.

The three funds beating the MSCI China in each of the last three years By Jonathan Jones 12-May-2017 01:00 PM
FE Trustnet looks at the three China-focused funds outperforming the MSCI China in each of the last three calendar years.

The top UK managers with the highest weighting to oil stocks By Jonathan Jones 11-May-2017 06:00 PM
FE Trustnet looks at the UK funds run by top managers with a higher weighting to oil stocks than the FTSE All Share index.

The best UK equity income fund plays for a higher yield By Jonathan Jones 11-May-2017 11:00 AM
In the final article of the series on what investors should expect when looking for an appropriate yield compared to their risk appetite, FE Trustnet looks at UK equities.

The three mid-cap funds that are more authentic and better than a tracker By Jonathan Jones 10-May-2017 01:00 PM
As part of its mid-cap series, FE Trustnet looks at the three funds outperforming a tracker with a lower r2 ratio to the FTSE 100.

Which global region offers the best returns from smaller companies? By Jonathan Jones 09-May-2017 07:00 AM
In its latest study, FE Trustnet looks at where smaller companies are adding the most value to you portfolio.

Three Indian funds outperforming in all market conditions By Jonathan Jones 08-May-2017 10:00 AM
FE Trustnet looks at the three Indian equities funds outperforming the MSCI India in each of the last five calendar years.

Are UK funds too reliant on mid-caps? By Jonathan Jones 05-May-2017 07:00 AM
FE Trustnet asks the experts whether or not UK active managers are overly reliant on the mid-cap space to drive performance and whether this represents a beta play rather than an active decision.

BMO’s Burdett: Why I’ve taken out my first put option in years By Jonathan Jones 04-May-2017 10:00 AM
The fund manager explains why he has taken out a put option as markets need a ‘cold frost before the spring growth’.

The best high yield fixed income plays according to the experts By Jonathan Jones 03-May-2017 04:00 PM
FE Trustnet continues its series on what investors should expect when looking for an appropriate yield compared to their risk appetite.

Three undervalued European stocks with expensive US peers By Jonathan Jones 03-May-2017 10:00 AM
Fund managers give examples of European companies that are on cheap valuations relative to similar companies in the high-priced US market.

What is a high yield in the current climate? By Jonathan Jones 02-May-2017 07:00 AM
Experts outline what yields they believe investors should be aiming to achieve in the fixed income and UK equities space.

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.

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.

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.

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.

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.

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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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