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Funds News

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.

GQG Partners on why fund management is like a sports team: From benching stocks to making subs

FE fundinfo Alpha Manager Brian Kersmanc explains why his kids’ college education savings are invested in his funds.

The surprising unsung hero of many portfolios

Gold has quietly ticked to new highs in the past few months.

Premier Miton launches managed portfolio service

The firm has introduced both passive and blended options for investors.

Trusts set to prosper under Labour

Experts highlight which investment companies should benefit from Labour’s efforts to build homes, reform planning laws, boost the renewable energy sector and stimulate economic growth.

US bond markets are pricing in a Trump election win, says AJ Bell’s Mould

The Republican candidate’s inflationary tax plans could forestall rate cuts.

Stewart Investors launches emerging market sustainability fund

The new fund highlights a growing appetite for emerging market funds among investors.

State of the nation: How does the UK stack up from an investment perspective?

British companies have a reputation for being tenacious and innovative, and their valuations are currently compelling.