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Research Archive

Monks IT’s Plowden: Why active management is so important By Rob Langston 23-May-2017 10:00 AM
Lead manager Charles Plowden explains how active management has helped the global growth strategy deliver strong returns.

Europe best for valuations and yield, says Invesco’s Butcher By Rob Langston 22-May-2017 10:30 AM
Fund manager Stephanie Butcher explains why stronger economic growth and rising inflation are benefiting European corporates.

Can the healthcare sector be cured, ask Baillie Gifford managers By Rob Langston 19-May-2017 12:00 PM
FE Alpha Managers Douglas Brodie and Spencer Adair consider the healthcare sector and where the investment opportunities are likely to appear.

FE Alpha Manager Luke Newman warns on reflation By Rob Langston 18-May-2017 04:30 PM
Luke Newman, co-manager of Henderson UK Absolute Return, considers the potential impact of reflation policies and what has driven performance so far this year.

Has UK inflation peaked or will it continue to rise? By Rob Langston 17-May-2017 04:00 PM
Fund managers consider whether inflation in the UK will continue to rise and what it means for investors.

FE Alpha Manager Greenberg on how he’s positioned for 2017’s second half By Rob Langston 16-May-2017 10:00 AM
Hermes head of emerging markets Gary Greenberg explains how he has positioned his five crown-rated fund and what increased inflows mean for the sector.

Why Franklin Templeton is reopening Mobius and Hardenberg’s frontier markets fund By Rob Langston 15-May-2017 06:00 PM
Mark Mobius and Carlos Hardenberg explain why the five crown-rated Templeton Frontier Markets fund is reopening after four years of soft closure.

What, if anything, do lower levels of volatility mean for investors? By Rob Langston 10-May-2017 05:00 PM
Having fallen to unprecedented low levels more recently, fears over near-term volatility seem to have waned. But should investors expect any sudden changes?

FE Alpha Manager Wild: No excuses – I had a poor first quarter By Rob Langston 10-May-2017 07:00 AM
Paul Wild says stockpicking to blame for poor start to the year for four crown-rated JOHCM Continental European fund.

What a proposed energy cap could mean for fund managers By Rob Langston 09-May-2017 01:00 PM
UK energy stocks fall in early trading as the UK Conservative Party pledges to place a cap on prices if elected, FE Trustnet looks at the funds with the largest exposures.

Why Macron’s win is positive for European markets By Rob Langston 08-May-2017 01:00 PM
The election of Emmanuel Macron as French president over Marine Le Pen has boosted sentiment over the outlook for Europe.

Fidelity’s Karunathilake: Time to focus on high quality By Rob Langston 05-May-2017 10:00 AM
Aruna Karunathilake, manager of the Fidelity UK Select fund, explains why his portfolio underperformed in 2016 and how he has positioned for the year ahead.

Waverton’s Tellwright on how ETFs are impacting emerging market strategies By Rob Langston 04-May-2017 04:00 PM
Manager Brook Tellwright explains how active managers can generate returns from emerging markets despite larger passive flows more recently.

The emerging markets paying off for JO Hambro’s Syme By Rob Langston 03-May-2017 06:00 PM
James Syme, fund manager on the JOHCM Global Emerging Markets Opportunities fund, explains how performance bounced back following a bottom quartile return in 2016.

Do these regional funds have performance fees worth paying? By Rob Langston 03-May-2017 07:00 AM
In the last of this series, FE Trustnet takes a closer look at performance fee-charging funds and considers whether their returns justify the expense.

JPM’s Stealey: Why we’re anticipating more Fed hikes By Rob Langston 02-May-2017 06:00 PM
Iain Stealey, co-manager on the JPM Global Bond Opportunities, says the team has reduced exposure to US treasuries but is seeing opportunities in some emerging markets.

The most consistent top quartile performers over rolling three-year periods By Rob Langston 02-May-2017 12:00 PM
Following on from the F&C Multi-Manager quarterly study, FE Trustnet takes a closer look at some of the most consistent top performers over rolling three-year periods.

Argonaut’s Norris explains Q1 fund underperformance By Rob Langston 28-Apr-2017 12:00 PM
FE Alpha Manager Barry Norris talks through the challenges faced by the FP Argonaut Absolute Return fund during the first quarter of the year.

The defensive holdings that Fidelity’s multi-asset income team is backing By Rob Langston 27-Apr-2017 12:00 PM
Portfolio manager Eugene Philalithis explains where the multi-asset income team is positioning the range for the months ahead.

Why investors should think again before selling in May By Rob Langston 26-Apr-2017 04:00 PM
Advisers say the ‘Sell in May and go away, don't come back till St Leger Day’ adage may not be appropriate for investors if past performance is to be believed.

Do these global funds have performance fees worth paying? By Rob Langston 26-Apr-2017 07:00 AM
In this ongoing series, FE Trustnet takes a closer look at performance fee-charging funds and considers whether their returns justify the expense.

Rathbones’ Coombs on the risks posed by the UK general election By Rob Langston 25-Apr-2017 04:00 PM
David Coombs, FE Alpha Manager and head of multi-asset investments at Rathbones, explains some of the scenarios ahead of the early general election in the UK.

French presidential election poll buoys markets By Rob Langston 24-Apr-2017 12:00 PM
As markets react positively to early indicators in the French presidential election, some managers remain cautious about the outlook.

BMO’s best sectors for consistent top-quartile performance By Rob Langston 24-Apr-2017 07:00 AM
With the multi-manager team at BMO noting a drop-off in performance over rolling three-year periods, FE Trustnet takes a look at some of the more consistent top-quartile performers of recent years.

The most consistent Q1 performers of recent years By Rob Langston 21-Apr-2017 07:00 AM
Having previously revealed the best performing asset classes and sectors of the first quarter, FE Trustnet looks at which funds have consistently got off to a strong start to the year.

JPMAM’s Illsley on how stockpickers are benefitting in the UK market By Rob Langston 20-Apr-2017 01:00 PM
JP Morgan portfolio manager James Illsley explains why the UK market is cheap and highlights the areas that are offering good value.

Do these UK funds have performance fees worth paying? By Rob Langston 19-Apr-2017 01:00 PM
In the first of a series, FE Trustnet takes a closer look at performance fee-charging funds and considers whether their returns justify the expense.

Schroders’ Kelly: Value problems with ETF ‘sausage machine’ By Rob Langston 18-Apr-2017 01:00 PM
Ian Kelly, manager of the Schroder Global Equity Income fund, warns that investors in value-oriented tracker funds may not be getting the right exposure.

How Brunner aims to tackle its discount issue with a revamped strategy By Rob Langston 13-Apr-2017 12:00 PM
Allianz head of global equities Lucy McDonald explains how the Brunner investment trust is tackling its discount and what has changed since she took over the trust.

Fidelity’s Clark: UK-focused income stocks are undervalued By Rob Langston 12-Apr-2017 04:00 PM
Michael Clark, manager of the Fidelity Moneybuilder Dividend fund, explains why he is bullish about UK domestic-focused dividend payers.

Henderson: Investors ignore water scarcity at their peril By Rob Langston 10-Apr-2017 06:00 PM
Henderson Global Investors managers Hamish Chamberlayne and Nick Anderson explain the potential solutions to water scarcity and the investment implications.

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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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