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Fund research

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice.

Japan: new dawn or false dawn?

Kate Marshall looks at the prospects for the Japanese market and examines two ways investors could gain exposure.

Kate Marshall | 9 December 2016

No news or research item is a personal recommendation to deal. If you are unsure of the suitability of an investment for your circumstances please seek advice.

Fund research

Our expert research team provide regular updates on a wide range of funds.

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Most popular ISA funds bought in November

Henry Irving highlights the ten most popular funds bought by our ISA clients last month.

Henry Irving | 6 December 2016

Total return funds: the case for diversification

Kate Marshall explains why it’s important to hold more than one total return fund in a diversified defensive portfolio.

Kate Marshall | 2 December 2016

The end of India’s big bank notes - a positive long-term reform?

In an effort to target corruption and tax avoidance, India’s government recently announced the removal of most of the country’s currency. Kate Marshall considers the short and long-term implications.

Kate Marshall | 28 November 2016

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Latest investment ideas

Our team of research experts regularly highlight funds that we feel present promising investment opportunities for our clients. Below are those that we have focused on most recently.

FP CRUX European Special Situations

Richard Pease looks past economic concerns to find companies that can prosper through good times and bad.

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Jupiter India

Kate Marshall explains why she feels India is the most promising of the emerging markets.

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HL Select UK Shares

A new type of Hargreaves Lansdown fund. An expertly managed portfolio of shares, with a new level of investor information and insight.

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Fund idea

Three conservative fund ideas

Tuesday 8 November 2016

Our experts highlight three funds aiming to deliver better returns than cash over the long term with less volatility than a fund invested entirely in shares.

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Latest research updates

Fri 09 December 2016

The UK economy faces a period of significant uncertainty. While the full ramifications of the UK’s exit from the EU remain unclear, it is likely to have at least a short-term impact on consumer confidence and business investment.

Thu 08 December 2016

M&G Recovery Fund has performed poorly for much of the past five years. Dependable, high-quality companies that have delivered sustainable earnings growth have been favoured by cautious investors and dominated performance tables.

Mon 05 December 2016

Threadneedle European Select Fund, managed by David Dudding, has recently underperformed the broader European market.

Wed 30 November 2016

UK economic growth has only passing relevance for the performance of the UK stock market, according to Nick Train, manager of the CF Lindsell Train UK Equity Fund.

Wed 30 November 2016

The dynamic of the European stock market has shifted. The share prices of growth companies have raced ahead of their value-oriented peers for several years, but in recent months there has been a reversal of this trend.

Thu 24 November 2016

Paul Spencer, manager of the Franklin UK Mid Cap fund, believes the long-term prospects of many FTSE 250 companies remain intact despite the EU referendum and subsequent market volatility.

Wed 23 November 2016

Dan Carter took over from Simon Somerville as lead manager of Jupiter Japan Income in June 2016. He was previously the fund’s co-manager from November 2011 and has also been lead manager of Jupiter JGF Japan Select, a similar fund, since October 2013.

Tue 22 November 2016

Invesco Perpetual is one of the UK’s most renowned investment groups, though its Asian equities team is often overshadowed by other high-profile managers investing in the Asia Pacific region.

Wed 16 November 2016

Johanna Kyrklund, manager of the Schroder Managed Balanced Fund, believes global growth will remain muted and perceives two key risks.

Tue 15 November 2016

The recent performance of smaller companies has been marred by the UK’s decision to leave the European Union as investors have favoured the relative safety of larger businesses.

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