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Research Archive

The UK Smaller Companies trusts on the widest/tightest discounts relative to their own history By Jonathan Jones 11-Aug-2017 10:00 AM
FE Trustnet continues its review of the investment trusts on the widest or tightest discounts relative to their own history, moving on to the IT UK Smaller Companies sector.

The minnow global growth funds quietly beating their larger peers  By Lauren Mason 11-Aug-2017 07:00 AM
FE Trustnet shines the spotlight on the smaller funds in the IA Global sector that have generated significantly more alpha than many of their better-known peers. 

Why the ‘hunt for yield’ could be crippling the UK’s largest dividend payers By Jonathan Jones 10-Aug-2017 06:00 PM
Analysts and managers weigh in on whether companies are paying too much to investors in the form of dividends and not enough on R&D.

Miton’s Grieves: The biggest risk facing most US investors By Lauren Mason 10-Aug-2017 04:00 PM
Hugh Grieves, co-manager of the CF Miton US Opportunities fund, tells FE Trustnet why investors’ overdependence on ‘FANG’ stocks could be endangering their portfolios.

Peter Elston: Long-term growth prospects may be rosier than you think By Peter Elston 10-Aug-2017 02:00 PM
Peter Elston, chief investment officer of Seneca Investment Management, considers the general long-term prospects for growth and what it means for value investing.

What lessons did fund managers learn from the financial crisis? By Rob Langston 10-Aug-2017 12:00 PM
Several managers and industry professionals highlight their main lessons from the global financial crisis, 10 years after it began.

James Henderson’s biggest regret of the past year By Jonathan Jones 10-Aug-2017 10:00 AM
The veteran Janus Henderson fund manager talks through the decision he has most regretted over the past 12 months.

The Asia Pacific equity funds giving you the most alpha for your buck By Lauren Mason 10-Aug-2017 07:00 AM
In the final instalment of our series, FE Trustnet highlights the funds in the IA Asia Pacific ex Japan sector which have achieved the best active five-year returns while boasting some of the lowest ongoing charges.

JP Morgan’s Illsley: Why UK equities are cheaper than you think By Jonathan Jones 09-Aug-2017 06:00 PM
JP Morgan fund manager James Illsley outlines why the UK is inexpensive relative to its own history and which areas of the market are particularly cheap.

Octopus’s Power on three hidden gems which will double their profits within five years By Lauren Mason 09-Aug-2017 04:00 PM
Richard Power, who is lead manager of the FP Octopus UK Micro Cap Growth fund, discusses the under-the-radar stocks he has recently bought and why he believes they will thrive over the long term.

Guy Stephens: Where has the business cycle gone? By Guy Stephens 09-Aug-2017 02:00 PM
As investors nervously await a 'black swan' event, Guy Stephens, technical investment director at Rowan Dartington, asks why the traditional business cycle has been disrupted.

The best and worst performing funds since the global financial crisis By Rob Langston 09-Aug-2017 12:00 PM
Investors continue to feel the impact of the financial crisis a decade after it began, but which funds have thrived since then and which have struggled?

Lowcock: Three complementary funds you can hold and sleep at night  By Lauren Mason 09-Aug-2017 10:00 AM
As part of an ongoing series, Architas investment director Adrian Lowcock discusses three funds which would sit well together in a portfolio while minimising volatility. 

The UK All Companies trusts on the widest/tightest discounts relative to their own history By Jonathan Jones 09-Aug-2017 07:00 AM
The first of a new series in which FE Trustnet looks at the investment trusts on the widest or tightest discounts relative to their own history.

FE Alpha Manager Himsworth’s long-term themes for the changing macro environment By Jonathan Jones 08-Aug-2017 06:00 PM
The Fidelity International UK equities manager reflects on the areas he is investing in in anticipation of long-term macroeconomic shifts.

UK investors need to worry about more than Brexit, warns WH Ireland’s John Goodall  By Lauren Mason 08-Aug-2017 04:30 PM
The research analyst at WH Ireland tells FE Trustnet which long-term headwinds those investing in the home market should be wary of, and which UK funds he is positive on regardless of the backdrop.  

Coupland Cardiff's Rory Dickson: Three big consumer trends in Asia and how I’m exploiting them By Rory Dickson 08-Aug-2017 02:00 PM
Rory Dickson, portfolio adviser of the CC Asian Evolution fund, explains the firm's key themes for Asian markets and the companies they are backing for growth.

Six charts showing the decade after the financial crisis By Gary Jackson 08-Aug-2017 12:00 PM
It is 10 years since the start of the global financial crisis, so Schroders’ David Brett reviews what happened then and the events that followed.

BMO research reveals dip in top quartile consistency during second quarter By Rob Langston 08-Aug-2017 10:30 AM
IA Sterling Corporate Bond sector emerges as most consistent during second quarter, latest research from multi-BMO Global Asset Management’s multi-manager team finds.

Buy Europe to avoid the Brexit car crash, says Henderson’s Stevenson By Jonathan Jones 08-Aug-2017 07:00 AM
Janus Henderson’s director of pan-European equities Tim Stevenson outlines why investors should consider moving their UK exposure towards European equities.

How multi-asset specialists are tackling current high valuations By Rob Langston 07-Aug-2017 06:00 PM
Multi-asset specialists explain how they are investing against a backdrop of elevated valuations and where they see opportunities.

Neptune: There is still plenty of upside in emerging markets from here By Jonathan Jones 07-Aug-2017 04:00 PM
Neptune Investment Management’s emerging market fund managers outline why the sector could be set for continued outperformance in the coming years.

Miton’s Hemnani: Currency moves should be interpreted with caution By Henna Hemnani 07-Aug-2017 02:00 PM
Henna Hemnani, analyst within Miton Asset Management’s multi-asset fund range, explains the pitfalls of currency speculation.

Matthews Asia: Why active management offers better returns in the fast-growing Asian economies By Rob Langston 07-Aug-2017 12:00 PM
Portfolio strategist David Dali explains how active management can mitigate risks of the under-researched emerging Asia markets.

The UK market is vulnerable to disappointment, warns Mark Barnett By Gary Jackson 07-Aug-2017 10:00 AM
FE Alpha Manager Mark Barnett says that not all is rosy in the UK stock market, despite the FTSE All Share hovering around record highs.

The most sold UK All Companies funds since Brexit By Jonathan Jones 07-Aug-2017 07:00 AM
In the first of a series, FE Trustnet looks at the UK funds that have suffered the heaviest net outflows over the past 12 months.

Premier’s Evan-Cook: I’m mentally prepared for a rocky ride By Rob Langston 04-Aug-2017 12:00 PM
Simon Evan-Cook, senior fund manager for multi-asset funds at Premier Asset Management, says there is a group of investors who want high returns but are unwilling to risk drawdown.

FE Alpha Manager Himsworth’s key short-term themes for the changing macro environment By Jonathan Jones 04-Aug-2017 10:00 AM
The Fidelity International UK equities manager reflects on the areas he is investing in in anticipation of short-term macroeconomic shifts.

10 top-performing funds to hold if “winter is coming” for growth stocks By Lauren Mason 04-Aug-2017 07:00 AM
Following the latest blog entry from Schroders’ Andrew Williams, we look at the 10 top-quartile value, recovery and special situations funds which have navigated an entire market cycle.

What does today’s MPC meeting mean for your portfolio? By Lauren Mason 03-Aug-2017 06:00 PM
Several investment professionals discuss the Bank of England’s decision to hold rates and what this could mean for both the economy and for markets.

Columbia Threadneedle’s Thorne: Why I’ve slashed my housebuilder exposure By Jonathan Jones 03-Aug-2017 04:00 PM
UK smaller companies manager James Thorne explains why he has decided to sell out of “pretty much” all of his housebuilder exposure.

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