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1 week 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 week 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.
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1 week ago | 
trustnet.com | Patrick Sanders
Much has been written about the dominance of the US mega-cap stocks, particularly those in the technology sphere, but the reality is that investors have not had to look elsewhere for returns – and have been actively worse off if they have strayed, according to data from FE Analytics.
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1 week ago | 
trustnet.com | Patrick Sanders
Investors have forgotten how to think negatively and are developing optimistic conclusions about markets that will backfire on them, according to James Athey, fixed income manager at Marlborough. Last week, we spoke to a fixed-income manager who believed that investors had become too pessimistic, blinding them to opportunities in the riskier end of the market.
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2 weeks ago | 
trustnet.com | Patrick Sanders
Bond managers are too risk-averse for their own good, according to Artemis’ Jack Holmes, and are missing out on crucial opportunities at the riskier end of the market. “No one ever ends up in fixed income because they are optimistic about the world,” he admitted, but even for the usually risk-averse, their risk-off approach has become too much.
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2 weeks ago | 
trustnet.com | Patrick Sanders
After years of growth stocks dominating returns, income is finally poised for a resurgence, according to Mark Jackson, multi-asset specialist at JP Morgan Asset Management. Investors have not worried about equity diversification in their portfolios for years, he explained, as the post-pandemic environment has been led by a handful of high-growth stocks known as the Magnificent Seven (Apple, Nvidia, Microsoft, Tesla, Amazon, Meta, Alphabet).
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2 weeks ago | 
trustnet.com | Patrick Sanders
Bond managers are too risk-averse for their own good, according to Artemis’ Jack Holmes, and are missing out on crucial opportunities at the riskier end of the market. “No one ever ends up in fixed income because they are optimistic about the world,” he admitted, but even for the usually risk-averse, their risk-off approach has become too much.
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2 weeks ago | 
trustnet.com | Patrick Sanders
M&G is launching a new European-focused equity fund, the firm has announced this morning. The new M&G European ex-UK fund will be managed by Richard Halle, who also manages the M&G Global Strategic Value and the M&G North American Value funds. The strategy will invest in inexpensive, out-of-favour European companies that are not trading at their true value through a combination of value-focused screening and qualitative assessments.
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2 weeks ago | 
trustnet.com | Patrick Sanders
Large-cap growth companies have propelled global funds over the past five years and there has been little competition, according to the latest study by Trustnet. Global funds are often the cornerstones of investors’ portfolios, but with so many options available, investors might find it challenging to decide which ones are worth their money.
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2 weeks ago | 
trustnet.com | Patrick Sanders
Investors are underestimating how many rate cuts will happen this year, according to veteran manager Richard Woolnough. This month, the Federal Reserve held interest rates at 4.25% to 4.5%. At present, the Fed ‘dot plot’ – a measure of where the committee members believe interest rates will end the year – suggests a range of between 3.5% and 4.5% in 2025. This would imply either no cuts for the remainder of the year, or as many as three.
