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Funds News

Should we cheer or fear the next 12 months?

Trustnet editor Jonathan Jones looks at the start of 2022 and whether investors should be optimistic or pessimistic.

Barry Norris: Energy and Russia will leave growth behind in 2022

The Argonaut manager explains why he is backing energy and the reopening trade this year, warning that growth investors could get left behind.

Five value funds to own if the rally continues

As growth stocks come under pressure and value funds shine, Trustnet asks market experts for their top contrarian picks.

Terry Smith: Failed GSK bid shows Unilever has run out of ideas

The Fundsmith Equity manager accused Unilever of using “corporate gobbledegook as a substitute for effective action”.

Pessimism can be costly for investors at this bleak time of year

Covid, inflation and interest rates are on the horizon, but there are pockets of opportunity.

Peel Hunt’s seven top alternative investment trusts for growth

Private equity and trusts with a flexible mandate dominate the list from the analyst group.

Dividends will exceed pre-pandemic levels this year, says Janus Henderson

Dividend cover is also expected to improve, according to the report.

The fate of giant funds: Trustnet Magazine is out now!

January’s issue examines the impact of fund size on performance, asking whether more assets under management automatically equal lower returns.

Should you buy, hold or fold Baillie Gifford Keystone Positive Change after a tough year?

Experts share their thoughts on this top-performing trust that has struggled over the past 12 months.

The four young multi-asset funds shooting the lights out after their first three years

Trustnet looks at the funds launched in 2018 that have made a strong start.

Investors pump $150bn into funds in 2021 despite Omicron and inflation fears

Fund inflows rose 140% in 2021 as investors piled cash into asset managers on the back of vaccine-fuelled optimism and rising markets.

Tougher restrictions on high-risk assets introduced by FCA

New measures, targeted at crypto assets, aim to provide investors with more information on financial risks.

Inflation is high but the pace of economic growth isn’t stagnating

We think inflation will begin to fall back from the spring and fears of slowing growth look overdone.

Pressure mounts on Bank of England as UK inflation hits 30-year high

Experts are predicting a further interest rate rise in February after the latest figures were announced.

How ‘Partygate’ and other political risks could rattle your portfolio

US midterms and the potential resignation of UK prime minister Boris Johnson could have big impacts on markets.

Europe’s top manager: Stop listening to the macro, especially from the US

Trustnet asks one of the top European investment trust managers of 2021 what changes investors need to make to come out on top in 2022.

The most consistent funds of the decade: IA UK Equity Income

Three funds beat the most common benchmark in the sector in eight of the past 10 calendar years, but only one managed to outperform regularly against its peers, too.

Where to find the most consistent funds over three years

BMO Global Asset Management’s latest data shows finding funds that can perform every year has been a struggle.

Stakeholders need more involvement in decision making, says BlackRock chair

Larry Fink also added that ESG funds are “the greatest investment opportunity of our lifetime”.

Fund managers selling tech and buying banks in Jan, finds Bank of America

Bank of America has found that fund managers piled into cyclical assets at the start of the year, eyeing strong global growth as the pandemic recedes.

Japan’s top managers of 2021: The market will rise in 2022 but sell consumer companies

Trustnet asks the managers of last year’s best performing Japan funds and trusts for their outlooks on the next 12 months.

The long-term global laggards topping the charts in 2021

Trustnet looks at the global equity funds that have struggled over the past three years but outperformed in 2021.

Invesco’s 10 'improbable but possible' outcomes for 2022

The firm has published a list of out-of-consensus ideas for this year that it says have at least a 30% chance of occurring.

The top IPOs to watch for in 2022

After a record year in 2021, Trustnet looks at the big private companies that could list over the next 12 months.

ClearBridge’s Schulze: Inflation will ease in the coming quarters

There will be outright goods deflation in the US, which will bring down inflation in the coming quarters, according to ClearBridge investment strategist Jeff Schulze.

The top UK managers of 2021 detail what lies ahead this year

Trustnet asks the managers of 2021’s best performing UK funds and trusts what they think about the UK’s 2022 outlook.