This month’s dive into the world of funds examines a high-quality way to invest in US equities, whose valuations are edging relentlessly higher. However, it’s not just US equities that are outperforming – after a prolonged period of underperformance, the share prices of many UK-listed alternative funds have pushed ahead. Buybacks are helping, and a

In this month’s funds overview, we examine two out-of-favour UK-listed investment trusts in a state of flux. We also explore Vietnam as a contrarian play in developing markets. And for income investors, we delve into a charity retail bond that offers a decent income. Investment trusts and strategic reviews: Syncona and SDCL, funds in transition

This month, in our regular funds column, we reveal that thematic defence equity exchange-traded funds (ETFs) are cleaning up, what might happen next to small-cap funds, why Coinbase might be a more exciting way into cryptocurrency, and the case for investing in Latin American funds. Defence funds Care to guess what the hottest equity theme

With markets in a volatile mood because of Trump Vs 2.0, in this month’s note on funds, we concentrate on income-producing fund ideas as well as funds that minimise market volatility by picking only those stocks with more defensive characteristics. We also outline an adventurous portfolio of high-yielding investment trusts and ponder whether UK small

Ever since Trump came back into power, the dynamics of the global stock market have changed. US equities are now flirting with a bear market, while European equities continue to power ahead. Even Chinese equities are outperforming US equities, and we’ve seen the Mag7 become less magnificent as the European defence sector surges ahead. These

This month’s fund article maps out why, ironically, European equities have been the big winners after President Trump’s general election victory back in November. We also look at higher-yielding corporate fallen angel bonds that might appeal to income investors, plus the China ETFs that track the local technology sector (which is booming), and finally, why

Investing in small and micro-cap stocks can be a risky exercise at the best of times, which is probably why funds and especially actively managed investment trusts have proved so popular. But there’s been a weight of academic research into small-cap investing, and it’s increasingly suggesting that small caps, especially in the UK, might not

Active exchange-traded funds (ETFs) are all the rage at the moment in funds land and may overtake investment trusts in the not-too-distant future. Crucially big, well-known names in fund management are lining up behind the idea. We dig a bit deeper. Plus, a deep dive into the world of Japanese benchmarks and funds. Active ETFs

Global stock market indices are widely used benchmarks and also form the core of a huge and growing range of exchange-traded funds. But what are the differences between these various indices? Taking that idea of global equities in one fund, Wisdom Tree has just issued what I think is a cracking one-fund solution, an ETF

In this month’s Funds Focus, David Stevenson looks at a recent report on the consolidation of investment trusts which has some quite revealing headline numbers. Plus he casts his eye over CLO & Charteris Funds and Equal Weight ETFs. We also ask whether it’s time to switch out of Exchange Traded Funds (ETFs) that track

In this month’s funds overview, we revisit the exciting world of gold and especially gold trackers which provide a regular income via options writing strategies. We also look at a very adventurous way of generating a big regular income, all through a well-established and successful investment trust. We also quickly glance at a new exchange-traded

Gold prices are moving steadily higher, yet most investors shun the shiny precious stuff. This month’s funds article looks at gold as an asset class, why professionals dislike it, and why UK investors have done well out of the precious metal. It also examines an innovative new way to invest in gold AND generate an