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Funds News

Gresham House’s Wotton: More than a quarter of our companies have been taken out

Mergers and acquisitions are “part of life” for smaller companies, but the Strategic Equity Capital manager expects the current M&A frenzy to calm down.

The most bought and sold regional equity funds in H1 2024

Trustnet reveals which regional equity funds investors are backing and ditching this year.

Triple threat trusts, delivering income, performance and diversification

Trustnet reveals which investment companies in alternative sectors are top-quartile performers, with yields above government bonds.

Underweight the US and a high bar for alternatives: How SJP is investing

Interest rate cuts, elections and markets in different stages of the economic cycle may make investing tricky in the coming months, the wealth manager warns.

The Japanese stock market: Inefficient, underestimated and rich in opportunities

If you are looking for undervalued stocks, you will find them in Japan.

The laggard sector poised for a turnaround

With valuations at attractive levels and margins expected to increase, this could be a buying opportunity for the consumer staples sector.

The most bought and sold multi-asset funds in H1 2024

Trustnet looks at the multi-asset funds attracting and shedding the most money in the first half of the year.

The UK equity funds beating the average tech fund

Trustnet finds that close to 20% of UK funds are ahead of the IA Technology & Technology Innovation sector over three years.

What to own if Donald Trump returns to the White House

Experts suggest where to put your cash if the Republican candidate wins the next election.

A new party with the same fiscal challenges

Changing the rules might seem too clever by half, but are an effective way to mitigate some issues.

BlackRock overweights UK stocks as it leans into risk

The world’s largest asset management house highlights three ways it has moved to a risk-on stance.

The ideal portfolio for new parents

Rob Morgan, chief analyst at Charles Stanley, suggests a range of funds to meet new parents’ financial goals.

Flatlining UK inflation may delay rate cuts

Headline inflation came in at 2%, but services and core inflation remain above target.

The most sought-after and shunned global funds of 2024 so far

Investors abandon Fundsmith and flock to passive global equity funds.

Nick Train: ‘We do not enjoy the current investment performance’

The Finsbury Growth & Income Trust’s consumer brands underwhelmed, whilst some of its tech stocks failed to meet lofty expectations.

TILLIT adds five new funds to investment platform

They bring the total number of funds on the platform to over 100.

US investment grade credit bounces back from its nadir

The market is starting to look through the current impasse, recognising that the potential for attractive total returns from high-quality credit is back.

India or China? The experts make their case for each emerging market

The two markets have had contrasting fortunes but arguments can be made for why investors should pick either one of the two emerging market giants.

The investment trust sector to own when rates are cut

Experts reveal which real estate investment trusts are poised to rebound.

Junior ISA or Junior SIPP: How they work and which to use

A combined approach will provide the best support for children’s future, wealth manager Brewin Dolphin suggests.

The most bought and sold UK funds in H1 2024

Trustnet looks at the UK funds attracting and shedding the most money in the first half of the year.

Cost of moderate retirement jumps over 7%, Hargreaves Lansdown finds

The latest HL Savings and Resilience Barometer also found most households lack adequate retirement savings.

China: The comeback kid

Whisper it quietly but after years of negative sentiment, Chinese equities finally appear to be holding their ground. What could sustain the recovery from here?

The most bought and sold bond funds in the first half of 2024

Trustnet begins its half-year flows series with the main UK fixed income sectors.

Tiny UK smaller companies funds that won’t cost you the earth

Trustnet researches the four active funds in the IA UK All Companies sector with less than £100m in assets under management that charge less than 1%.

The only top-performing US equity funds to bypass the Nvidia gravy train

Having no or low exposure to Nvidia was a significant headwind over the past year but three funds still delivered top-quartile returns without loading up on the chip designer’s shares.