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Research Archive

FE Alpha Manager Kirrage: The best-prepared sector in the world for “whatever may come” By Lauren Mason 24-Mar-2017 10:00 AM
Nick Kirrage, who co-runs the £980m Schroder Recovery fund, explains why the cyclical banking sector is becoming an increasingly defensive play.

Do investors need to re-think how they view fund charges? By Lauren Mason 24-Mar-2017 07:00 AM
Industry commentators discuss FE Trustnet research, which shows that many of the most expensive UK funds have delivered the worst five-year performances.

Why Fidelity’s Peters and O’Nolan are taking risk off the table By Lauren Mason 23-Mar-2017 10:00 AM
Nick Peters and Kevin O’Nolan, multi-asset managers at Fidelity, explain why they are cautious on the prospects for sterling and global equities as we head through 2017.

RLAM’s Trevor Greetham: Why the economy is in the early stages of ‘overheating’ By Lauren Mason 22-Mar-2017 04:00 PM
The manager, who is head of multi-asset at Royal London Asset Management, uses the Investment Clock model to explain his current asset class positioning.

UK inflation surges above target: What does this mean for investors? By Lauren Mason 21-Mar-2017 05:00 PM
Investment professionals discuss this morning’s news that CPI data leapt to 2.3 per cent in February, exceeding the Bank of England’s target for the first time in more than three years.

Fund battle: Schroder Recovery vs Investec UK Special Sits By Lauren Mason 21-Mar-2017 07:00 AM
In our latest ‘fund battle’, we look at two deep value funds with similar mandates and ask the professionals which one could be the better option for investors seeking exposure to this area.

Under the bonnet of Georgina Hamilton’s new value opps fund By Lauren Mason 20-Mar-2017 11:00 AM
Having recently reached £150m, star manager Georgina Hamilton talks FE Trustnet through her Polar Capital UK Value Opportunities fund in terms of structure, positioning and where she is seeing the best opportunities.

The perfect equity funds for 2017’s headwinds and tailwinds By Lauren Mason 17-Mar-2017 01:00 PM
Investment professionals tell FE Trustnet which events could sway markets this year and which funds are best positioned to either benefit from or protect against them.

JP Morgan’s Bilton: Why we’re gaining confidence in our ‘risk-on’ view By Lauren Mason 16-Mar-2017 06:00 PM
John Bilton, global head of multi-asset strategy at JP Morgan Asset Management, discusses 2017’s macroeconomic backdrop and why this has led him to retain a pro-risk view on markets.

JOHCM UK Opportunities: Buy, hold or fold? By Lauren Mason 16-Mar-2017 07:00 AM
Following yesterday’s announcement of lead manager John Wood’s upcoming departure, FE Trustnet speaks to several investment professionals about how investors should react to the news.

Whitechurch Securities: Why “the only way is up” for markets By Lauren Mason 15-Mar-2017 12:00 PM
The wealth manager explains why investors need to look through the short-term political noise to lock in some potentially attractive gains this year, despite some markets trading on all-time highs.

The “too hot” and “too cold” scenarios for today’s Goldilocks environment By Lauren Mason 14-Mar-2017 01:00 PM
Paul O’Connor, head of multi-asset at Henderson Global Investors, explains the repercussions that either an overheating US economy or sluggish growth could have for multi-asset investors.

The three ultra-low volatility funds to win a spot on FE’s Approved Funds list By Lauren Mason 13-Mar-2017 01:00 PM
Following FE’s biannual rebalancing of its Approved Funds list, research manager Charles Younes explains the importance of looking beyond last year’s relative value trade and the disappointing returns of some funds in the absolute return sector.

How five multi-asset managers are risk-proofing their portfolios By Lauren Mason 13-Mar-2017 11:00 AM
Five multi-asset fund managers tell FE Trustnet the biggest potential headwinds on the cards over the medium term and how they’re protecting investors’ money against these.

Is the global economy “slipping back to the 1970s”? By Lauren Mason 10-Mar-2017 11:00 AM
William Littlewood, manager of Artemis Strategic Assets, warns that while Brexit and Trump have deferred the end of the economic cycle, a recession is still unavoidable.

Man GLG’s Harker: Why the value rally will be a “multi-year event” By Lauren Mason 09-Mar-2017 06:00 PM
Stephen Harker, who manages the top-performing Man GLG Japan Core Alpha fund, tells FE Trustnet why defensive stocks have reached “preposterous multiples” despite the recent growth/value rotation.

Under the bonnet of Pidcock’s Jupiter Asian Income fund one year on By Lauren Mason 09-Mar-2017 07:00 AM
Jason Pidcock recaps his positioning over the past year and discusses where he is seeing the best income opportunities over the long term.

Aberdeen and Standard Life merger: Complementary or questionable? By Lauren Mason 08-Mar-2017 11:00 AM
Investment professionals discuss Monday’s announcement of the merger between Aberdeen and Standard Life and what ramifications this could have on both companies.

The UK income funds boasting all the ‘right’ kinds of volatility over the last decade By Lauren Mason 07-Mar-2017 05:30 PM
FE Trustnet looks at the seven funds in the IA UK Equity Income sector that have a higher volatility but have shown greater downside protection than the FTSE All Share over 10 years.

Lazard’s Donald: The key themes that could make or break EM this year By Lauren Mason 07-Mar-2017 01:00 PM
James Donald, who manages the £1.1bn Lazard Emerging Markets fund, tells FE Trustnet which potential headwinds he is cautious on for 2017 and how these could impact the sector.

Three ‘exceptions to the rule’ from last year’s most disappointing sector By Lauren Mason 06-Mar-2017 11:00 AM
Three investment professionals tell FE Trustnet which funds in the IA Targeted Absolute Return sector they like and why.

The biggest fixed income myths and misconceptions right now By Lauren Mason 03-Mar-2017 01:00 PM
Aviva’s Chris Higham and Kames Capital’s Adrian Hull tell FE Trustnet why they believe fears related to the asset class and the impact of interest rate rises are overblown.

The fact and fiction behind portfolio diversification By Lauren Mason 03-Mar-2017 11:00 AM
FE Trustnet speaks to fund managers and investment professionals about how they measure diversification and how much emphasis should be placed on it when building portfolios.

Kennox’s Heenan: Why I’m going for gold in a post-Trump environment By Lauren Mason 02-Mar-2017 05:00 PM
Charles Heenan, lead manager of the Kennox Strategic Value fund, tells FE Trustnet why his largest holding is a gold mining stock, despite the sector remaining unloved by the broader market.

Where do open-ended property funds go from here? By Lauren Mason 02-Mar-2017 11:00 AM
F&C UK Property manager Guy Glover discusses last year’s trading suspensions in the sector, the FCA’s liquidity probe and why investors shouldn’t give up on open-ended property funds.

The smaller, steadier UK equity funds winning the race By Lauren Mason 01-Mar-2017 07:00 AM
FE Trustnet looks at the funds in the IA UK All Companies sector that have maintained consistently low drawdowns and steady returns over the last five years and are less than £500m in size.

Will this unloved sector keep thriving after the value rally? By Lauren Mason 28-Feb-2017 01:00 PM
A number of investment professionals, including star manager Neil Woodford, give their thoughts on the banking sector and whether its fundamentals are strong enough to keep the market area rallying.

Kames’ McEntegart: The best income opportunities across key asset classes By Lauren Mason 27-Feb-2017 05:00 PM
Vincent McEntegart, who heads up the Kames Diversified Monthly Income fund, discusses the income prospects for six different asset classes in 2017.

The global funds boasting all the ‘right’ kinds of volatility over the last decade By Lauren Mason 27-Feb-2017 07:00 AM
In the second part of a series, FE Trustnet takes a look at the global equity funds that have been volatile over the last decade while protecting investors’ capital on the downside.

Why 2017 will be a bad year to take portfolio bets By Lauren Mason 24-Feb-2017 12:00 PM
Niall O’Connor, deputy manager of the five crown-rated Brooks Macdonald Defensive Capital fund, tells FE Trustnet why investors shouldn’t rule out a significant market correction this year.

The value myths and mistakes that need to be busted, according to SVM’s Veitch By Lauren Mason 23-Feb-2017 07:00 AM
The manager, who heads up the SVM UK Opportunities fund, tells FE Trustnet how best to buy value stocks in what is perceived to be an already-hot market area.

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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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