Marina Gerner

Covid recovery fund choices: five experts on their favoured funds and trusts

The coronavirus pandemic continues to rattle stock markets, with major economies in lockdown to save lives. But long-term investors know that markets eventually recover from heavy falls.

Here, our multi-manager panel reveal their current bull and bear points. They talk about the new funds they have  bought, those they have increased their holdings in and the ones they have trimmed or sold.

UK equities: our four fund experts return to the home front

This piece was written before the coronavirus severely impacted markets.

This year began with a brief racheting-up of tensions between the US and Iran, while the coronavirus epidemic continues to impact on China and is affecting a growing number of other countries globally. Nevertheless, many stock markets have been on the rise.

The pros and cons of investing in frontier markets

If developed markets are vanilla, emerging markets provide a portfolio’s spice. That’s even more the case for their younger, more volatile siblings: frontier markets. This market category is populated by countries such as Kazakhstan and Nigeria that are not yet developed enough to be considered ‘emerging’.

Frontier markets are often billed as being the most dynamic, fast-growing investment bets. But like emerging markets, they have not performed well over the past decade. So could now be a good time for long-term, risk-taking investors to get involved?

Backing bargain Britain: our four fund experts share their tips

Back in August, government bond yields around the world were falling, as investors worried about geopolitical uncertainty. In October, markets were rising once again, including the American S&P 500 index and Germany’s Dax index. Closer to home, uncertainty around Brexit has loomed large, but some of our fund managers have been turning to the UK in anticipation of a potential recovery in domestic stocks.

Why our fund experts remain cautious despite risk asset rally

It has been a case of so far so good for investors, as stockmarkets in both the developed and emerging world have enjoyed a strong start to the year. One of the main highlights has been the performance of the S&P 500 index, which notched up its best quarterly performance since 1998, driven once again by technology stocks, with the so-called Faangs returning to form.

Unsung funds: alternatives to the most-popular funds

Over the past two years, investors have piled into global funds and trusts, many of which were focused on US technology growth stocks. However, the bull market now appears to be over – with market volatility having continued since October’s correction – so now is a good time to consider how likely the highest-profile and most-bought funds and trusts are to continue doing well.