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Research Archive

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.

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.

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.

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.

Woodford IM: Is a stock market correction on the cards? By Lauren Mason 13-Feb-2017 10:00 AM
Mitchell Fraser-Jones, head of communications at Woodford Investment Management, discusses the current mismatch between ultra-low bond yields and roaring global equity markets.

Jupiter’s Teverson: The unlikely market that could be 2017’s Brazil By Lauren Mason 10-Feb-2017 12:00 PM
Ross Teverson, manager of the four crown-rated Jupiter Global Emerging Markets fund, tells FE Trustnet why he believes Mexico could be a rich hunting ground for opportunities this year.

The ‘ugly’ UK stocks that could double in value By Lauren Mason 09-Feb-2017 04:30 PM
Tristan Chapple, director of the Aurora investment trust, discusses three unloved stocks that he believes are priced at 50 per cent or less than what they are worth.

How should UK investors navigate property in a post-Brexit world? By Lauren Mason 08-Feb-2017 04:00 PM
Rogier Quirijns, senior vice president at Cohen & Steers, tells FE Trustnet how he has positioned his UK REIT exposure amid a weak sterling environment and increased inflation expectations.

The global funds that aren’t relying on a US equity rally By Lauren Mason 08-Feb-2017 07:00 AM
FE Trustnet looks at the funds in the IA Global sector that are highly rated by our FE research team and have the lowest regional exposure to the US.

EdenTree’s Harris: The biggest value trap for investors in 2017 By Lauren Mason 07-Feb-2017 04:00 PM
Phil Harris, who runs the EdenTree UK Equity Growth fund, tells FE Trustnet why he is avoiding retailers despite their low valuations.

Premier’s Chris White: The UK value areas that still have further to run By Lauren Mason 06-Feb-2017 06:00 PM
The head of UK equities at Premier Asset Management tells FE Trustnet which market areas are still attractively valued and are set to benefit from the recent growth/value rotation.

Architas: ‘Perfect pairings’ across three equity regions By Lauren Mason 03-Feb-2017 10:00 AM
Adrian Lowcock, investment director at Architas, gives FE Trustnet three sets of regional equity funds that would dovetail nicely together to minimise drawdowns over the longer term.

Evenlode Income vs Invesco Perpetual High Income: Which fund are the experts backing? By Lauren Mason 02-Feb-2017 07:00 AM
In our latest ‘fund battle’, we take a look at two UK income and growth funds that have stellar long-term track records but have struggled over recent months.

Premier’s Simon Evan-Cook: Why we’re putting ‘America last’ By Lauren Mason 01-Feb-2017 10:00 AM
The senior investment manager at Premier tells FE Trustnet why he continues to have almost no exposure to US equities, despite many industry commentators remaining bullish on the country.

FE Alpha Manager Dixon: Our opportunity set is higher than it’s been in years By Lauren Mason 31-Jan-2017 10:00 AM
Henry Dixon, who runs the Man GLG Undervalued Assets fund, tells FE Trustnet why he is positive on UK domestic stocks despite Brexit-related uncertainty.

Three trust picks for a value comeback By Lauren Mason 30-Jan-2017 10:00 AM
Following on from Friday’s blog, research analyst Alex Paget tells FE Trustnet which trusts he believes are best equipped to benefit from the recent market rotation into value.

How Standard Life GARS is getting its portfolio back on track By Lauren Mason 27-Jan-2017 12:00 PM
The team behind the Standard Life Global Absolute Return Strategies fund explains why their recent uptick in returns is the start of a long-term recovery following a disappointing 2016.

FE Alpha Manager Coombs: Three wildcards that could bruise markets this year By Lauren Mason 26-Jan-2017 10:00 AM
David Coombs, head of multi-asset investments at Rathbones, tells FE Trustnet about three potential occurrences in 2017 that could derail markets and investors’ portfolios.

Nick Mustoe: Why the growth/value rotation still has further to run By Lauren Mason 25-Jan-2017 06:00 PM
The Invesco Perpetual chief investment officer explains why cyclical areas of the market will remain well-supported as we head through 2017.

Is the emerging market rally really over for 2017? By Lauren Mason 25-Jan-2017 04:30 PM
A number of fund managers explain which emerging market regions they believe are offering attractive buying opportunities now and why.

FE Alpha Manager Coombs: Why conditions are ripe for a market correction By Lauren Mason 24-Jan-2017 10:00 AM
The FE Alpha Manager, who is head of multi-asset investments at Rathbones, tells FE Trustnet why he is holding his highest-ever cash weightings across his portfolios.

The top-performing UK smaller companies trusts trading on hefty discounts By Lauren Mason 23-Jan-2017 06:00 PM
FE Trustnet looks at the trusts in the IT UK Smaller Companies sector that have outperformed the FTSE All Share over the long-term and are trading on significant discounts.

The funds seeing the biggest jump in their new crown ratings By Lauren Mason 23-Jan-2017 10:00 AM
Following the re-balancing of FE Trustnet’s crown ratings, we look at the funds that have achieved the biggest positive moves based on their performance over the last three years.

Are mislabelled ‘bond proxies’ the new value sector? By Lauren Mason 20-Jan-2017 10:00 AM
FE Alpha Manager Francis Brooke, who manages the five crown-rated Trojan Income fund, explains how the “violent” rotation from value to growth has increased ‘buy’ opportunities.

FE Alpha Manager Chris Reid: The new 'consumer staples' sector for steady income By Lauren Mason 19-Jan-2017 10:00 AM
Reid, who manages the four crown-rated Majedie UK Income fund, tells FE Trustnet why financials and some domestic-facing companies are now offering greater safety than consumer staples.

FE Alpha Manager Luke Kerr’s top UK stock picks across the cap spectrum By Lauren Mason 18-Jan-2017 06:00 PM
The manager of the Old Mutual UK Dynamic Equity fund discusses four stocks spanning across different sectors and UK indices that he expects to do well over the long term.

FE Alpha Manager Lall: Three ‘rules’ income investors don’t need to follow By Lauren Mason 17-Jan-2017 06:00 PM
Siddarth Chand Lall, who heads up the £1.4bn Marlborough Multi Cap Income fund, tells FE Trustnet how he has managed to generate stellar income and growth for investors over the long term.

The UK equity income funds that don’t rely on the FTSE 100’s highest-yielders By Lauren Mason 17-Jan-2017 07:00 AM
FE Trustnet looks at the funds in the IA UK Equity Income sector that don’t hold any of the 10 highest-yielding blue-chip stocks in their list of top 10 holdings.

BMO’s Burdett: Are changing adviser tastes here to stay? By Lauren Mason 16-Jan-2017 10:00 AM
Rob Burdett, co-head of multi-manager solutions at BMO Global Asset Management, discusses the recent tracker boom, diversified growth funds and the increased popularity of ‘buy’ lists.

Dart Capital: Perfect pairings for every equity region By Lauren Mason 13-Jan-2017 07:00 AM
Associate research director Alex George discusses the regional equity funds that the AFI panellists have the highest conviction in over the long term.

FE Alpha Manager Kerr: Why UK investors really shouldn’t panic about Brexit By Lauren Mason 12-Jan-2017 07:00 AM
Luke Kerr, manager of the Old Mutual UK Dynamic Equity fund, tells FE Trustnet why UK investors shouldn’t be deterred from buying into their home market.

 
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