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3 weeks ago | 
trustnet.com | Patrick Sanders
Despite emerging markets having a reputation as an attractive market for stockpickers, active funds have not been the best way to invest since 2020. In fact, most active funds would have underperformed a tracker and not a single active fund would have outperformed the small-cap part of the market, according to Trustnet research. Emerging markets can be a challenging place to make money.
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3 weeks ago | 
trustnet.com | Patrick Sanders
Despite US president Donald Trump retreating from a more extreme position on tariffs, investors became more selective with their capital in May, according to recent data from Calastone. Investors added a net £525m to equity funds last month down from £1.5bn of inflows in April. Some £546m was added to global funds, a third of their monthly average, while US equities experienced their worst month of inflows since September 2023, with just £115m added.
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3 weeks ago | 
trustnet.com | Matteo Anelli |Patrick Sanders
Growth investing has been the dominant market force in the recent past, with value funds rarely able to keep pace. But the next five to 10 years are going to be very different and more evenly balanced between the two investment styles, according to Pictet Asset Management chief strategist Luca Paolini and senior multi asset strategist Arun Sai.
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3 weeks ago | 
trustnet.com | Patrick Sanders
Value investors are making one crucial mistake that is restricting their ability to outperform: failing to allow their stocks to run on once they have made a reasonable return. This is the view of Alec Cutler, head of multi-asset at Orbis, who said: “Value investors will always buy something cheap that will go down another 30%.
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3 weeks ago | 
trustnet.com | Patrick Sanders
Investors should not give up on the Monks Investment Trust despite a wobbly past half decade, according to market commentators, although there is a split on whether now is a good buying opportunity or if investors should just stand pat. Monks Investment Trust is one of the largest investment trusts in the UK, with around £2.5bn in total assets.
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3 weeks ago | 
trustnet.com | Patrick Sanders
The UK treasury has sold its final shares of NatWest, bringing the UK bank back into full private ownership after it was bailed out during the global financial crisis. Bank chairman Rick Haythornthwaite described this as a “major inflexion point” and opportunity for the UK business, which was once 84% owned by the government.
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3 weeks ago | 
trustnet.com | Patrick Sanders
New investors are coming into the world of investing at a difficult time, with markets wobbling on the back of US president Donald Trump’s trade policy, outbreaks of war across the world and a general unease that valuations have become too high. Things are not much better in the world of bonds, where markets have been equally volatile.
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4 weeks ago | 
trustnet.com | Patrick Sanders
Multi-asset funds often attempt to be ‘one-stop-shops’ for investors, holding a variety of alternative assets such as gold, infrastructure, cash or derivatives. But funds that claim to be the “only thing you need to own” are often far too complex for their own good, according to Jacob De Tusch-Lec and Jack Holmes, managers of Artemis Monthly Distribution fund. “The reality is that a lot of these complex multi-asset funds get in their own way,” Holmes said.
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1 month ago | 
trustnet.com | Patrick Sanders
Value investing has been the way for investors to lose less money so far in 2025, but over the past decade picking growth stocks has been the clear winner. This year, the MSCI World Value index has lost 1.1% in sterling terms, beating the MSCI World Growth index (down 4.1%). It comes on the back of two straight years where growth stocks were the clear winners and on the back of a decade where value has been the inferior investment strategy.
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1 month ago | 
trustnet.com | Patrick Sanders
More than 70% of Gen Z retail investors in the UK now use social media as a source of information for their investment decisions, according to research from Charles Schwab UK. This is a significantly higher proportion than other generations with just 60% of millennials, 36% of Gen X and 11% of Baby Boomers drawing on social channels for financial insights.
