Emma Wallis

Berkhamstead

News Editor at FE Trustnet

News Editor at @FETrustnet; views my own

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Articles

Quilter’s top tips for income investors

1 month ago | trustnet.com | Emma Wallis

While receiving a regular, consistent income from your portfolio has always had its attractions, income strategies have become more popular amongst retired investors since chancellor Rachel Reeves decided to levy inheritance tax (IHT) on pensions from April 2027 onwards.
Buy emerging markets? Why the two largest countries are set to flourish in tandem

1 month ago | trustnet.com | Emma Wallis

China and India have been mirror images of each other for the past three years, with a correlation of -0.15%, yet several emerging market managers believe that trend is unlikely to continue as the two markets have very different tailwinds that could propel them both upwards at the same time.
Wealth managers’ ‘go-to’ UK equity income funds

1 month ago | trustnet.com | Emma Wallis

UK equities are a core component of many portfolios designed by wealth managers for clients who want a regular income and the home market’s total return prospects look promising in light of low valuations and a more lenient tariff regime compared to other regions. Kamal Warraich, head of fund selection at Canaccord Wealth, said: “The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
Has India’s growth engine sputtered?

1 month ago | trustnet.com | Emma Wallis

After a long bull run, India’s valuations began cooling off in the fourth quarter of last year then spiralled downwards in the first quarter of 2025. An unlikely hero subsequently emerged to propel the Indian stock market back into an upward trajectory: Donald Trump. By kyboshing global trade and taking a knife to both the dollar and international stock markets, he almost single-handedly drove investors back into the arms of Indian equities.
Wealth managers’ top income picks from every market outside the UK

1 month ago | trustnet.com | Emma Wallis

Although the UK is a rich hunting ground for dividend-paying stocks, wealth managers have also found a wide range of international equity strategies for clients who want to receive regular income payouts.
Quality Street: The UK’s seven highest-quality stocks

1 month ago | trustnet.com | Emma Wallis

In the era of Trump 2.0, chaos has reigned, change has become the only constant and if fund managers are certain of one thing, it’s that uncertainty is pervasive. Although tariffs have been reduced significantly since the ‘Liberation Day’ announcements on 2 April, they are still expected to cause a slowdown in global trade, so fund managers are turning to quality stocks that have strong enough balance sheets to weather policy uncertainty and slower growth.
Mansion House Accord: Pension providers to invest 10% of default funds in private assets by 2030

1 month ago | trustnet.com | Emma Wallis

Seventeen workplace pension providers have promised to invest at least 10% of defined contribution (DC) default funds in private markets by 2030, with at least half of this earmarked for UK assets. M&G, Aviva, NatWest Cushon, TPT Retirement Solutions, now:pensions, Mercer and others have committed to do this by signing the Mansion House Accord. This voluntary agreement doubles pledges made in the 2023 Mansion House Compact, which had a 5% private equity target.
The chart showing why geographic diversification needs a radical rethink

1 month ago | trustnet.com | Emma Wallis

It was easy to forget about regional diversification when the US was shooting the lights out and US exceptionalism seemed an innate advantage that would endure. But this year, the S&P 500 has slid from the top to the bottom of the performance charts like in a game of snakes and ladders.
Three European funds to play the continent’s resurgence

1 month ago | trustnet.com | Emma Wallis

European funds have produced the best returns of any regional equity sector this year, apart from Latin America. Even amid Donald Trump’s tariff onslaught, the continent has prospered as some of the headwinds it faced last year dissipated and tailwinds emerged, according to James Piper, fund analyst at FE Investments. German commitments to increase spending on infrastructure and defence have provided a boost to the economy, inflation is more stable and interest rates are coming down, he said.
Which fund should you buy: Fidelity European or BlackRock European Dynamic?

1 month ago | trustnet.com | Emma Wallis

European equities have captured investors’ attention this year by storming ahead of other regions. Not only is continental Europe the best-performing major equity market year-to-date in sterling terms, but it has achieved almost double the return of the next-best region – the UK – and has recovered all of its post-Liberation Day losses.