Frank Talbot

London

Head of Investment Research at Citywire

Investment Analyst....my views are my own etc etc. Murray fan.

Featured in: Favicon

citywire.com Favicon

telegraph.co.uk Favicon

cnbc.com

citywireselector.com Favicon

citywireusa.com Favicon

citywireamericas.com Favicon

citywire.de Favicon

citywireasia.com Favicon

citywire.ch Favicon

citywire.com.au + 3 more

Articles

Latest News - Investment Fund Flows

1 week ago | citywire.com | Olivia Bybel |Frank Talbot |Joseph Eden

We may not know the answer for some time, but the short-term portents are not good Morningstar has dived headlong into the huge uptick in investor interest for AI/Big Data strategies. But what will come next? Defence giants are delivering double-digit revenue growth as European geopolitics fuels a continental arms race. Some top selectors say there was never any 'economic narrative' to claims ESG would boost returns, while others remain 'fully committed'.
Ruée vers l'or : les sociétés minières enregistrent une hausse de 62 % sous l'impulsion des géants sud-africains

1 week ago | citywire.com | Frank Talbot

Quel meilleur endroit pour placer ses liquidités que l’or en 2025 ? Un pari sur l’or, bien sûr. Les sociétés minières aurifères ont connu une croissance fulgurante cette année grâce à l’ascension fulgurante du métal jaune. L’indice FTSE Gold Mines a quasiment surperformé tous les autres, affichant un rendement de 62,8% sur l’année jusqu’au 12 juin 2025. Déjà inscrit(e)? Conseillez-vous ou gérez-vous personnellement des investissements pour des clients ?
Gold rush: Miners ride a 62% rally led by South African giants

1 week ago | citywire.com | Frank Talbot

Where has been a better place to park cash than in gold in 2025 you ask? A geared play on gold of course. Gold miners have been making out like kings during the yellow metal’s rapid ascent this year. The FTSE Gold Mines Index has nearly outperformed everything else, returning 62.8% in the year to 12 June 2025. Already have an account? Which of the following best describes your role?
Ranked: How the UK's largest fund-of-fund ranges perform

3 weeks ago | citywire.com | Frank Talbot

LONDON: Fund-of-funds are booming, driven by the popularity of low-cost passive multi-asset portfolios like Vanguard’s £44bn (R1tn) LifeStrategy range. But as money continues to flock to them, how are fund-of-funds actually performing? Citywire analysed the returns of the UK’s 21 largest fund-of-fund ranges, each with more than £3bn of assets, to find out.
Ranked: How the UK's largest fund-of-fund ranges perform

3 weeks ago | citywire.com | Dylan Lobo |Frank Talbot |Michelle McGagh |Sophie Downes

Fund-of-funds are booming, driven by the popularity of low-cost passive multi-asset portfolios like Vanguard’s £44bn LifeStrategy range. But as money continues to flock to them, how are fund-of-funds actually performing? Citywire analysed the returns of the UK’s 21 largest fund-of-fund ranges, each with more than £3bn of assets, to find out.
Le graphique de la semaine : le liberation day n'a pas relancé la gestion active actions américaines

3 weeks ago | citywire.com | Frank Talbot

Depuis des années, il existe une vérité inattaquable en matière d’investissement actif : il est très difficile de surperformer aux États-Unis et beaucoup ne s’en donnent tout simplement pas la peine. Ainsi, lorsque la vague de droits de douane imposée par Donald Trump le Jour de la Libération a provoqué une onde de choc sur les marchés, de nombreux gestionnaires américains espéraient que cela bouleverserait cette logique. Ces espoirs semblent prématurés.
Liberation Day fails to spark renaissance for active US equity

3 weeks ago | citywire.com | Frank Talbot

For years there has been an unassailable truth in active investing: it is very hard to outperform in the US and many just do not bother. So when a market shockwave was unleashed by Donald Trump’s battery of Liberation Day tariffs, many US managers hoped it might upended that logic. Those hopes seem premature. According to the hard numbers, the proportion of active managers outperforming in US equities is, in fact now even lower. Already have an account?
Los inversores huyen de los fondos de renta fija activos

1 month ago | citywire.com | Frank Talbot

Abril registró la mayor salida mensual de fondos gestionados activamente en Europa desde diciembre de 2023. A lo largo del mes, se retiraron unos 20.800 millones de euros de los fondos mutuos activos europeos (excluyendo monetarios y de muy corto plazo). El mes comenzó con el anuncio del presidente estadounidense Donald Trump de nuevos aranceles generalizados —bautizados como “Día de la Liberación”— aplicables a productos importados desde todo el mundo. ¿Ya tienes una cuenta?
Chart of the week: Investors flee active bond funds

1 month ago | citywire.com | Frank Talbot

April saw the largest monthly outflow from Europe’s actively managed funds since December 2023. Some €20.8bn ($23.7bn) was taken from Europe’s active mutual funds (excluding money market and ultra short) throughout the month. April began with US president Donald Trump’s announcement of sweeping new ‘Liberation Day’ tariffs to be applied on goods arriving on American shores from around the world. Already have an account?
Chart of the week: Investors flee active bond funds

1 month ago | citywire.com | Frank Talbot

April saw the largest monthly outflow from the continent’s actively managed funds since December 2023. Some €20.8bn was taken from Europe’s active mutual funds (excluding money market and ultra short) throughout the month. April began with US President Donald Trump’s announcement of sweeping new ‘Liberation Day’ tariffs to be applied on goods arriving on American shores from around the world. Already have an account?