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The funds with the perfect blend of styles to harness value in the UK | Trustnet
TrustNet· 20 hours agoThere is a broad opportunity set across all sections of the UK equity market, with stocks in most sectors trading cheaply compared to their history, according to Ben Mackie, portfolio manager ...
Is now the time to look again at unloved infrastructure and renewables trusts? | Trustnet
TrustNet· 1 day 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 best and worst funds and trusts in June | Trustnet
TrustNet· 2 days agoIndian equity funds topped the performance charts last month, in spite of the disappointing election result for Narendra Modi. While the market was expecting a landslide victory for the incumbent ...
The UK stock market is too good to ignore… | Trustnet
TrustNet· 6 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 ...
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 ...
Market concentration keeps getting worse, warns Evenlode manager | Trustnet
TrustNet· 2 days agoThe US and global equity markets became even more concentrated in the second quarter of this year, with a handful of companies delivering the bulk of returns. Apple, Microsoft and Nvidia – the ...
‘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 has returned ...
Should investors be worried about the great UK takeover frenzy? | Trustnet
TrustNet· 7 days agoCompany takeovers can be an important driver of returns for investors but also represent a prospective danger lurking in the UK’s acquisitions-hungry market, according to experts. Takeover activity ...
High yield or investment grade: A guide to fixed income for the rest of 2024 | Trustnet
TrustNet· 7 days agoWith UK interest rates remaining at post-financial-crisis highs, and inflation continuing to nudge lower, fixed income assets still offer attractive levels of prospective returns, even after ...
‘Off the beaten track’ investment trusts for income | Trustnet
TrustNet· 7 days agoWithin the investment trust space, the UK equity income sector is an obvious place to look for investors who prioritise dividend income, especially given the UK market’s attractive valuations ...