Investment Strategy

Alternatives | 17 Nov 17

This year alone, the Pimco Income fund has attracted more than €28bn in net new money from European investors, according to Morningstar data. This is almost half of all net inflows into unconstrained bond funds this year, and has made the $64.3bn (€54.6bn) strategy the world’s largest actively managed fund. There are few, if any examples of funds that have attracted so much money in such a short time. Even the inflows the Standard Life GARS fund saw in its heydays are peanuts compared to the money the Pimco Income Fund has attracted this year. Can it continue?

Multi Asset | 23 Oct 17

You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.

Investment | 19 Oct 17

Neil Woodford has added UK media giant ITV to his income focus fund claiming its current value is an “attractive entry point”.

Emerging Markets | 18 Oct 17

Most UK investors don’t think they know enough about the risks to invest in fast-growing developing countries, according to a study by the Templeton Emerging Market Investment Trust, which used to be run by Mark Mobius.

Equities | 13 Oct 17

A sector that is being disrupted is European consumer staples, said Todd, who leads a six-man London-based team who look at European equities. Large caps such as Nestle and the big tobacco firms, for example, have historically been reliable performers, “but we think that they are too expensive for the growth they deliver. You pay […]