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Funds News

The themes that could benefit from the EU’s Covid recovery fund

With the EU highlighting climate change action in its Covid-19 recovery plan, Pictet Asset Management’s Xavier Chollet explains which trends could be accelerated by this.

The changes that BNY Mellon Real Return has been making in 2020’s volatile market

With the market continuing to look uncertain, the team running the BNY Mellon Real Return fund explain how they have changed the portfolio over 2020 so far.

Darius McDermott: How much trust can we place in the Chinese recovery?

Darius McDermott, managing director of Chelsea Financial Services and FundCalibre, explains why the outlook for China remains strong despite the challenges of Covid-19.

The best & worst performing funds of July

Gold and Chinese funds shine in July as the precious metal soared past all-time highs, while Japanese equity strategies struggled.

The funds attracting the most new money during H1 2020

While passive strategies continue to dominate the best-sellers table in 2020, some active strategies have seen significant inflows during a first half of two halves, according to data from FE Analytics.

Why Blue Whale’s Yiu is focusing on valuations now more than ever before

Blue Whale’s Stephen Yiu explains why the bottom-up approach has paid off during the Covid-19 pandemic.

Three scenarios for the mid-term and how to defend against them

Fidelity International’s George Efstathopoulos highlights three scenarios that every investor should be thinking about in the current market environment.

Crux’s Penny: Everything the US has, the UK has it cheaper

CRUX Asset Management’s Richard Penny says UK small and mid caps are awash with opportunities in tech, biotech and decarbonisation – but scaling these up is a different matter.

Winners of FE fundinfo Alpha Manager awards 2020 announced

Fund managers from Royal London Asset Management, M&G Investments and Premier Miton Investors feature on the 2020 winners list.

The bridges still to cross

Fergus Shaw, co-manager of TM Cerno Select fund, considers the wider economic effects of Covid-19 and the 'bridges still to cross' as a result of the pandemic.

How has Scottish Mortgage Investment Trust done so well?

Trustnet considers how a few successful stock picks has propelled the popular investment trust and other Bailie Gifford-run funds to the top of their sectors.

How to prevent poor investment decisions

Dynamic Planner’s Louis Williams explains the nuances of behavioural bias that could have a positive or negative impact on an investor’s portfolio.

28 months later: are European equities back on investors’ radar?

European equity flows turned positive in June for the first time in 28 months - we look at what might be reviving investor interest in the asset class.

Trump vs Biden: 100 days until the US election, what happens now, then and after?

With the presidential race heating up Trustnet asks market experts what investors can expect in the 100 days before the vote, and what a Biden administration would mean for investors.

Baillie Gifford’s Paice: Why it’s lazy to focus on P/E ratios

The manager of the Baillie Gifford European fund says conventional valuation metrics are of little use when assessing a company’s long-term growth potential.

What type of society are we to become over the coming decades?

Premier Miton Investors' Anthony Rayner considers the longer-term impact that Covid-19 is likely to have on society and the global economy.

Barings: Don’t worry about the size of US debt, worry if it will repay

Barings’ Christopher Smart explains why a post-war high in the US debt level is less worrying than its ability and willingness to repay it.

Is everybody focusing on the wrong precious metal?

As gold breaks new price records, fund managers ask whether silver has more room to rally than the precious yellow metal

How ‘weatherproofing’ helped this fund during the pandemic

Risk management and ‘weatherproofing’ have helped FE fundinfo Alpha Manager James Thomson deliver above-average returns since the Covid-19 sell-off.