Alex Wright, manager of the £2.7 billion Fidelity Special Situations fund alongside the Fidelity Special Values Investment Trust and the Fidelity UK Smaller Companies fund, has outlined for What Investment readers the stocks he has been buying and selling for the Special Situations fund.
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Georgina Brittain, manager of the JP Morgan Mid Cap Investment Trust, which has returned 58 per cent in the two years since she became co-manager (compared with 29 per cent for the average fund in the AIC UK All Companies sector), has described for What Investment readers some of the best stocks she is currently invested in on the FTSE 250 index.
Nick Train, whose Finsbury Growth & Income Trust has returned 490 per cent compared with 252 per cent for the average fund in the AIC UK Equity Income sector since 1995, believes that investors ‘should keep buying the dips’ in the market, despite the recent falls.
Neil Woodford: The current stock market correction is 'entirely rational', but the worst may be over
High-profile fund manager Neil Woodford, who runs the absolute top-performing fund out of 89 funds in the IMA UK Equity Income sector since its launch in June, believes that the current correction in the value of the UK stock market was inevitable as investors realised that ‘the global economy faces an uncertain future’.
The decision of veteran fund manager Richard Pease to resign from Henderson Global Investors has caused analysts to downgrade their outlook for the European equity funds he previously managed.
Hargreaves Lansdown: Latest inflation data means that Bank of England 'won't even consider' an interest rate rise
Ben Bretell, senior economist at Hargreaves Lansdown, believes that this morning's fall in the rate of UK inflation means that UK interest rates will not rise until well into next year.
Wouter Volckaert, who has returned more than twice his peers since he took over as manager of the Henderson Global Trust (LON:HGL) in early February, believes that while US equity valuations have risen markedly in recent years, there is still value in the market due to the ‘economic momentum and above average company returns’ enjoyed by the current crop of listed businesses.
A glut of ‘poor-quality, highly leveraged and speculative’ corporate bonds have come to the market this year, but investors should instead focus on ‘quality, quite boring’ bonds, according to Christine Johnson, manager of the high-performing Old Mutual Corporate Bond fund.
Frazer McKersie, co-manager of the Unicorn UK Income fund, which is the absolute top-performing fund in the IMA UK Equity Income sector over two and five years, has confirmed that he has recently begun investing in utility provider Telecom Plus.
The latest data from the Royal Institution of Chartered Surveyors (RICS) indicates that London house prices fell last month for the first time in three years.
Ian Forrest, investment research analyst at The Share Centre, has outlined three UK stocks that he believes will perform well this winter.
Mark Barnett, who succeeded Neil Woodford as manager of the giant Invesco Perpetual Income and High Income funds in March, has bought two IPOs this year, both of which are mid-cap companies.
Richard Titherington, chief investment officer for emerging markets at JP Morgan Asset Management, believes that investors looking for value in the emerging markets should stick with the bigger and more established companies.
Neil Woodford: Investors should stick with AstraZeneca despite the distractions, but it's time to sell Reckitt Benckiser
High-profile fund manager Neil Woodford, whose fund is the absolute best performer in the IMA UK Equity Income sector, has urged investors to stick with AstraZeneca, despite the recent underperformance of the stock, but he has sold all of his shares in Reckitt Benckiser, having held an investment in the company for a decade.
Any investor who aspires to have a genuinely diversified portfolio should have a small allocation to gold, despite the waves of negativity associated with the commodity right now, according to Stephanie Flanders, chief market strategist at JP Morgan Asset Management.
High profile fund manager Giles Hargreave is to raise more capital for investment in two of his venture capital trust (VCT) products.