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‘I didn’t see Covid or Russia’s invasion coming’, admits best European small-cap manager of the...
TrustNet· 5 days agoThe latter is something that has helped propel the Janus Henderson European Smaller Companies fund to the top of the charts over the past decade. Managed by Rory Stokes, the portfolio ...
Three charts showing why bond investors are getting paid to wait for rate cuts | Trustnet
TrustNet· 1 day agoPrivate investors have been ploughing money into bond funds and direct fixed-income holdings to take advantage of elevated yields, with coupons of 4-5% from gilts and 5.5% from sterling-denominated ...
The global equity income managers with the largest UK overweights | Trustnet
TrustNet· 5 days agoA handful of global equity income managers are well placed to profit from the UK’s turnaround, with more than a fifth of their portfolios in domestic equities. Although income ...
Is now the time to look again at unloved infrastructure and renewables trusts? | Trustnet
TrustNet· 2 days agoIt is unlikely that July’s general election will move the dial for the UK stock market – the outcome is seemingly well-known and, anyway, both main political parties seem to be business-friendly ...
The asset class set for even greater heights after its fall from grace | Trustnet
TrustNet· 6 days agoInfrastructure was once seen as a must-have alternative for investors who were suffering through the era of low interest rates in the 2010s, but has fallen by the wayside more recently. This ...
The UK stock market is too good to ignore… | Trustnet
TrustNet· 7 days agoMany column inches and headlines have been dedicated to the decision by several high-profile UK investors to materially change their allocations to UK assets in favour of US assets. Articles ...
Have these active managers accidentally supported passives? | Trustnet
TrustNet· 5 days agoEarlier this week, reporter Jean-Baptiste Andrieux asked fund managers whether the US’ dominance over the past decade and the market’s willingness to eschew price and focus on growth potential ...