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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. Investments and income can fall in value as well as rise.

Bond funds quarterly review – future gains unlikely?

We take an in-depth look at how bond markets are coping and share our outlook for the future.

Joseph Hill | 30 November 2020

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. Investments and income can fall in value as well as rise.

Fund research

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

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Global funds sector review – where in the world is doing well?

We look at how coronavirus has impacted the global economy, trends that are dominating recent headlines, how Global funds have coped, and share our outlook for the future.

Josef Licsauer | 6 November 2020

UK funds review – another quarter dominated by coronavirus

A look at how the UK economy and stock market is coping, and a review of how our UK-focused Wealth Shortlist picks have performed.

Dominic Rowles | 4 November 2020

US quarterly review – uncertainty ahead?

With the US election around the corner, we take a closer look at how the US economy is coping with coronavirus, how US funds are doing and share our outlook for the future.

Joseph Hill | 28 September 2020

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

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Latest research updates

Mon 30 November 2020

In this fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the Artemis Global Income fund.

Wed 25 November 2020

The Schroder Managed Balanced fund mainly invests in funds run by other managers at Schroders and provides exposure to a broad range of assets including global shares and bonds.

Tue 24 November 2020

In this fund update, Investment Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of the Liontrust Special Situations fund.

Mon 23 November 2020

In this fund update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Artemis Strategic Bond fund.

Wed 18 November 2020

In this fund update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the LF Blue Whale Growth fund.

Wed 18 November 2020

In this fund update, Head of Investment Analysis Emma Wall shares our analysis on the manager, process, culture, cost and performance of the Threadneedle UK Equity Income fund.

Wed 04 November 2020

In this fund update, Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of the Legg Mason IF Royce US Smaller Companies fund.

Tue 03 November 2020

In this fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the JPMorgan Emerging Markets Fund.

Fri 30 October 2020

In this update, Passive Investment Analyst Alexander Watkins shares our analysis on the manager, process, culture, cost and performance of the BlackRock Consensus 85 fund.

Tue 27 October 2020

In this newly enhanced fund update, Senior Investment Analyst Kate Marshall shares our analysis on the manager, process, culture, cost and performance of the iShares Emerging Markets Equity Index fund.

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