-
1 week ago | 
trustnet.com | Matteo Anelli
The UK economy faces a uniquely difficult outlook, combining low growth with stubborn inflation, according to Michael Matthews, FE fundinfo Alpha Manager of the Invesco Sterling Bond fund. “The UK has the worst of both worlds,” he said. “It’s got stagnant, low growth, but a high-inflation dynamic.”Matthews, who has long held a bearish view on the UK, acknowledged that he had underestimated the market’s resilience so far.
-
1 week ago | 
trustnet.com | Matteo Anelli
After years in the shadow of large-caps, mid-sized, domestically focused companies are gaining traction once again with investors. This is certainly true for Fidelity International's multi-asset manager George Efstathopoulos, who highlighted mid-caps as key beneficiaries of changing global dynamics.
-
1 week ago | 
trustnet.com | Matteo Anelli
Praveen Kumar has been ousted as manager of the Baillie Gifford Shin Nippon trust after an internal review, the board of the trust has announced. Deputy manager Brian Lum has been promoted to lead portfolio manager while Kumar will be leaving Baillie Gifford as a result, a spokesperson for the firm confirmed. It follows an internal review to address a challenging five years for the £310m trust, in which its performance has suffered.
-
1 week ago | 
trustnet.com | Matteo Anelli
More than half of DIY investors pulled back from markets between February and the end of April 2025, new research from Charles Stanley Direct shows. The sweeping tariff hike on US ‘Liberation Day’ scared 56% of self-directed investors away from the equity and fixed-income markets and into cash – proving Donald Trump’s trade policy was scarier than last year’s Autumn Budget, which only prompted 46% to sell up.
-
1 week ago | 
trustnet.com | Matteo Anelli
Value investing is stirring back to life. Long considered out of favour, the style wasn’t dead, it was just in an extended slumber, according to experts. After years of trailing flashier growth stocks, value strategies are regaining momentum, supported by higher interest rates, persistent inflation and a shift in market sentiment.
-
2 weeks ago | 
trustnet.com | Matteo Anelli
In a region as unpredictable as Asia, sticking rigidly to investment styles like growth or value can be a risky strategy. That’s the view of Pauline Ng, co-manager of the £261m JPMorgan Asia Growth & Income trust, who believes success lies instead in bottom-up stock picking and letting strong ideas compound over time.
-
2 weeks ago | 
trustnet.com | Matteo Anelli
After a bruising few years, small-cap investing is out of favour but not out of opportunities. In the UK, some of the best-known small-cap names have struggled, including abrdn UK Smaller Companies, Liontrust UK Smaller Companies and IFSL Marlborough UK Micro-Cap Growth. It’s no coincidence, however, that all three adopt a growth-focused investment approach, which did well when interest rates were low but faced heavy losses and outflows as rising rates hampered growth investments in 2022.
-
2 weeks ago | 
trustnet.com | Matteo Anelli
Sustainable investing is facing “a critical credibility moment”, said Stuart Forbes, head of ARK Invest Europe. As environmental, social and governance (ESG) investing faces growing scrutiny and regulatory tightening, the role of fund selectors has become more critical than ever. According to ARK, these professionals are no longer just intermediaries but in the frontline of sustainable finance.
-
2 weeks ago | 
trustnet.com | Matteo Anelli
UK inflation has come in at 3.5% year-on-year in April, up from the 2.6% reported in March and reaching the highest level in over a year. The jump was always on the cards due to the rise in energy and water bills, but the reading has exceeded forecasts by 2 basis points. With this, the UK's disinflation story “has gone down the drain”, according to Nicholas Hyett, investment manager at the Wealth Club.
-
2 weeks ago | 
trustnet.com | Matteo Anelli
Fund managers who switch between styles are often hailed as adaptable and unconstrained, but investing in these do-it-all managers comes with its own risks and challenges. When added to a portfolio, these funds often cause more headaches than they cure, which is why many multi-manager funds and portfolio constructors tend to pick funds that stick to one strategy, rather than the one-size-fits-all approaches. This is the case for David Lewis, co-manager of the Jupiter Merlin fund-of-funds range.
