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Research Archive

Fund managers react as UK finally triggers Article 50 By Rob Langston 29-Mar-2017 12:00 PM
As the UK begins the two-year exit process, managers and markets react to the triggering of Brexit talks.

Trump healthcare defeat puts tax plans under spotlight, says Artemis’ Weldon By Rob Langston 28-Mar-2017 06:00 PM
Artemis head of US equities Cormac Weldon explains how he has positioned since the election of Donald Trump as president and what his first setback means for markets.

Baillie Gifford’s Brodie: Why immature companies are worth a look By Rob Langston 28-Mar-2017 01:00 PM
Douglas Brodie explains the firm’s global small-cap strategy and where it is seeing opportunities.

IA consults on fund charges proposals By Rob Langston 27-Mar-2017 06:00 PM
Asset manager trade body seeks feedback from industry and invesors on attempt to standardise fund charges aimed at promoting accountability of asset managers to investors.

Why Woodford is avoiding BP and Shell By Rob Langston 27-Mar-2017 04:00 PM
Investment veteran Neil Woodford explains why his approach to income investing excludes widely-held dividend payers BP and Royal Dutch Shell and why cutting a dividend is a “walk of shame” for management.

Still opportunities in Asian equities, says OMGI’s Crabb By Rob Langston 24-Mar-2017 01:00 PM
OMGI’s head of Asian equities explains why valuations remain at attractive levels and what the year ahead holds for the region.

Record number of fund managers believe equities are overvalued By Rob Langston 23-Mar-2017 04:00 PM
Industry barometer, the BofA Merrill Lynch Fund Manager Survey, reveals sentiment over valuations has reached 17-year low.

Invesco’s Barnett: Market too pessimistic on UK-focused stocks By Rob Langston 23-Mar-2017 12:00 PM
FE Alpha Manager Mark Barnett explains why he has been scaling back investment in internationally facing businesses.

Fidelity’s Spreadbury warns of headwinds for credit markets By Rob Langston 22-Mar-2017 12:00 PM
FE Alpha Manager Ian Spreadbury and Fidelity colleague Sajiv Vaid highlight some of the challenges facing fixed income investors in 2017.

Should you buy, hold or fold Keystone after Mark Barnett steps down? By Rob Langston 21-Mar-2017 01:00 PM
FE Trustnet asks the experts what investors should do following news that Mark Barnett is to step down from another investment trust.

Fund managers explain why European stocks deserve another look By Rob Langston 20-Mar-2017 05:30 PM
While the outlook for European markets continues to be clouded by elections in key economies over the course of 2017, some are urging investors to take a closer look at the opportunities available.

Miton’s Rayner: Fragmentation challenging the march of globalisation By Rob Langston 20-Mar-2017 01:00 PM
Multi-asset manager Anthony Rayner urges investors to take a broader view of the economy, politics and social trends.

The three themes Fidelity’s McQuaker is positioning for By Rob Langston 17-Mar-2017 11:00 AM
Bill McQuaker explains how he has positioned the Fidelity Open multi-asset range since taking over as lead manager in January.

Fund managers react to latest Fed rate hike By Rob Langston 16-Mar-2017 12:30 PM
After raising the federal funds rate for the first time since December, fund managers take a look at what the hike means and consider further developments in monetary policy.

What risks are fund managers most worried about? By Rob Langston 15-Mar-2017 04:00 PM
Portfolio managers have highlighted how UK plans to exit the EU have affected investment strategy and the biggest political risks facing markets.

Miton’s Wright: No reason for infrastructure stocks not to seize opportunity By Rob Langston 15-Mar-2017 10:00 AM
Miton fund manager Jim Wright explains why the firm sees further potential for infrastructure stocks despite the changing market conditions.

Investment trust long-term dividend growers revealed By Rob Langston 13-Mar-2017 05:30 PM
The Association of Investment Companies has named which investment trusts have paid increasing dividends for 50 consecutive years.

Why Invesco’s Anness believes even bottom-up managers need an eye on macro By Rob Langston 01-Mar-2017 11:00 AM
FE Alpha Manager Stephen Anness explains why his global equities fund has been quiet recently and why it’s important to pay attention to the macro environment.

Dutch elections first test for Europe, say BNY Mellon fixed income experts By Rob Langston 28-Feb-2017 05:00 PM
Newton fixed income head Paul Brain and Insight manager Gareth Colesmith warn of the populist impact in key general elections on the continent in the coming months.

The stocks that Neptune’s Geffen is looking to for income By Rob Langston 27-Feb-2017 11:00 AM
Robin Geffen reveals three of his top income picks for the Neptune Income fund.

AIC urges regulator to open up market for trusts By Rob Langston 23-Feb-2017 06:00 PM
In its submission to the FCA’s asset management study, the Association of Investment Companies says there could be a “market failure” in the fund industry.

Insight’s McDonagh on why emerging market debt has become more interesting By Rob Langston 23-Feb-2017 04:00 PM
FE Alpha Manager Colm McDonagh talks to FE Trustnet about the latest global trends in the fixed income space and what it means for emerging market debt.

Dividend risk greater than ever, warns Neptune’s Geffen By Rob Langston 23-Feb-2017 10:00 AM
The Neptune chief executive warns investors that many UK equity income managers are too reliant on just a handful of names to provide yield.

Boom and bust could return to markets, says Pictet’s Cole By Rob Langston 21-Feb-2017 04:00 PM
Andrew Cole, senior investment manager at Pictet Asset Management, explains why recent events suggest stronger growth could be on the horizon.

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.

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.

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.

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.

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.

Six building-block funds for a diversified portfolio By Rob Langston 13-Feb-2017 05:00 PM
The Share Centre investment research analyst Sheridan Admans lists six strategies that investors should consider for a more balanced approach to investing.

FCA opens discussion into illiquid open-ended funds By Rob Langston 09-Feb-2017 10:00 AM
The UK financial regulator is seeking views on investing in illiquid assets following the suspension of trading by several property funds last year.

 
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