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Research Archive

LGIM: The “here and now” issue investors are ignoring By Lauren Mason 28-Jun-2017 04:00 PM
James Carrick, global economist at Legal & General Investment Management, warns of changing demographics and “pyramid pension schemes” across developed markets.

Woodford: Why UK investors need to better understand and support start-ups By Lauren Mason 28-Jun-2017 10:00 AM
Speaking about his £828m Woodford Patient Capital trust, Neil Woodford explains why start-up companies offer attractive opportunities but require investors to retain long-term time horizons.

Will the stock market ignore the strong UK economy? By Lauren Mason 27-Jun-2017 06:00 PM
In the second part of a series, FE Trustnet discusses Capital Economics’ latest report with UK equity fund managers and why the firm believes the FTSE 100 will stagnate this year.

Why 2017 could be the best year yet for Woodford Equity Income’s dividend growth By Lauren Mason 27-Jun-2017 10:00 AM
In the second article of ‘Woodford week’, the star manager tells FE Trustnet why he believes CF Woodford Equity Income could deliver towards the top end of its dividend growth target in 2017.

Has the plummet in sterling run its course? By Lauren Mason 26-Jun-2017 06:00 PM
In the first part of a series, FE Trustnet talks to UK equity fund managers about Capital Economics’ latest report on why the FTSE 100 is likely to stagnate from here, focusing on their stance on the pound’s weakness.

Woodford: The consensus views the market is wrong about By Lauren Mason 26-Jun-2017 07:00 AM
In an exclusive interview, star manager Neil Woodford tells FE Trustnet why China will not grow as strongly as many think, why Trump will continue to disappoint why investors are too bearish on the UK election results.

The best and worst-performers one year on from Brexit By Lauren Mason 23-Jun-2017 07:00 AM
As it is 12 months to the day since the EU referendum results were announced, FE Trustnet looks at how funds and market areas have performed over the last year.

Ashmore: The one major risk facing emerging markets By Lauren Mason 22-Jun-2017 04:30 PM
Jan Dehn, head of research at Ashmore Investment Management, explains why a US border adjustment tax could derail the bull story for emerging markets.

The top-rated global equity funds placing the biggest bets on the UK By Lauren Mason 22-Jun-2017 07:00 AM
In the second part of a series, FE Trustnet shines a spotlight on the top-quartile funds with high FE Crown ratings which are overweight the UK relative to the MSCI AC World index.

The global funds suffering a rare bottom-quartile placing this year By Lauren Mason 21-Jun-2017 01:00 PM
In the second part of a series, FE Trustnet focuses on the funds in the IA Global sector which, despite consistent and strong five-year track records, are in the bottom quartile year-to-date.

Why emerging market debt is set for a five-year recovery By Lauren Mason 20-Jun-2017 05:00 PM
Jan Dehn, head of research at Ashmore Group, explains why emerging market fixed income will undergo a sustained recovery over the next half-decade while developed market bonds will suffer outright losses.

The UK funds suffering a rare bottom-quartile placing this year By Lauren Mason 19-Jun-2017 07:00 AM
We look at the funds in the IA UK All Companies sector that are in the bottom-quartile year-to-date but have achieved solid and consistent returns over the longer term.

Why China isn’t the “death star” everyone thinks it is By Lauren Mason 16-Jun-2017 10:00 AM
Jan Dehn, head of research at Ashmore Investment Management, explains why he is “extremely bullish” on China over the long term, despite widespread market fears.

Lamont: Why the “eerily calm” volatility index shouldn’t spook investors By Lauren Mason 15-Jun-2017 06:00 PM
Duncan Lamont, head of research and analytics at Schroders, looks at previous periods when the VIX index has reached near-record lows and how markets have reacted.

Should you buy, hold or fold AXA Distribution after Jim Stride’s retirement? By Lauren Mason 15-Jun-2017 07:00 AM
Following Monday’s announcement that Stride will retire from running the £890m AXA Distribution fund, we ask several investment professionals how investors should react to the news.

The top-rated global equity funds placing the biggest bets on Europe By Lauren Mason 14-Jun-2017 07:00 AM
According to data from FE Analytics, 10 global equity funds in the Investment Association universe that are highly-rated and top-quartile performers are overweight continental Europe.

UK inflation beats expectations: What does this mean for your portfolio? By Lauren Mason 13-Jun-2017 04:30 PM
Several industry commentators discuss today’s higher-than-anticipated CPI figures for May and how this could impact both markets and the broader economy.

Woodford versus Geffen: Is the bull or bear right post the UK election? By Lauren Mason 13-Jun-2017 10:00 AM
Star managers Neil Woodford and Robin Geffen outline their thoughts on the UK economy following Friday’s general election results, and how this will impact certain areas of the market.

Dale Nicholls: Why China remains a “fertile ground” for investors By Lauren Mason 12-Jun-2017 01:00 PM
In Fidelity China Special Situations’ latest annual report, manager Nicholls explains how the trust has outperformed its benchmark and why he believes Chinese equities remain attractive.

Square Mile’s Hasler: Why we haven’t given up on GARS By Lauren Mason 09-Jun-2017 11:30 AM
Head of research Victoria Hasler tells FE Trustnet why the current environment could lend itself to absolute return funds – including Standard Life Investments Global Absolute Return Strategies.

Kepler: How the “omnishambolic” political backdrop could impact UK markets By Lauren Mason 08-Jun-2017 11:30 AM
Alex Paget, research analyst at Kepler Trust Intelligence, looks at how UK institutional and retail investors have been positioning themselves ahead of Thursday’s general election.

Does this ‘consensus trade’ still have further to run? By Lauren Mason 07-Jun-2017 06:00 PM
Investment professionals, including BlackRock’s Richard Turnill and Natixis’s David Lafferty, explain why they think European equities remain attractive investment opportunities.

The global equity income funds paying high and rising dividends By Lauren Mason 07-Jun-2017 10:00 AM
In the second half of a series, FE Trustnet focuses on the funds in the global equity income sector.

FE Alpha Manager Thomson: Why the risk still lies in value stocks By Lauren Mason 06-Jun-2017 06:00 PM
James Thomson, who runs the £1bn Rathbone Global Opportunities fund, tells FE Trustnet why economic growth could disappoint and how this will impact markets.

Coombs: Why this election is the most important of my career By Lauren Mason 06-Jun-2017 07:00 AM
The FE Alpha Manager, who is head of multi-asset investments at Rathbones, tells FE Trustnet why he has significantly reduced the UK exposure across all his portfolios and upped cash weightings.

Kepler’s top five trusts for UK smaller companies exposure By Lauren Mason 05-Jun-2017 06:00 PM
Following on from an article last week, research analyst Alex Paget tells FE Trustnet which five closed-ended vehicles are the best options for UK investors looking further down the cap spectrum.

The UK equity funds paying high and growing dividends each year By Lauren Mason 05-Jun-2017 07:00 AM
Research from FE Trustnet focuses on the funds in the IA UK Equity Income sector which have grown their dividend every year over the last five while also offering above-average pay-outs.

Marriage and Warren to leave Schroders: Should you buy, hold or fold? By Lauren Mason 02-Jun-2017 11:30 AM
After news that FE Alpha Manager duo Paul Marriage and John Warren will start their own firm, we ask industry commentators how investors should react regarding their UK Dynamic Smaller Companies fund.

Miton’s David Jane: Why we shouldn’t expect a 2008-style bear market yet By Lauren Mason 01-Jun-2017 04:30 PM
The manager of Miton's multi-asset fund range explains why there aren’t enough negative economic drivers or market indicators to cause financial crisis-style drawdowns over the medium term.

The non-UK value and recovery funds you can still hold and sleep at night By Lauren Mason 01-Jun-2017 07:00 AM
In the second half of a series, FE Trustnet focuses on the non-UK equity funds which are labelled as ‘value’ or ‘recovery’ vehicles and have given a smoother ride than their regional indices.

Will the IA UK Smaller Companies sector face “challenging times ahead”? By Lauren Mason 31-May-2017 11:30 AM
Alex Paget, research analyst at Kepler Trust Intelligence, tells FE Trustnet why open-ended funds in the market area are subject to liquidity issues and unexpected changes in portfolio positioning.

 
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