Stock pickers

Fund managers pile most into risk in a decade as bears nowhere to be found

Bank of America's widely-watched fund manager survey found that 91% expect a stronger economy in 2021

Bank of America's fund manager survey show cash levels are at their lowest since March 2013, with commodity and stock allocations at a 2011 high

1 min read

BlackRock, the world's largest provider of exchange traded funds, was one of the big winners from GameStop's surging share price

BlackRock’s $3bn gain shows how GameStop could rally to ‘become like Tesla’

Passive investors are playing a big part in helping to fuel GameStop's rally and prevent declines in the stock

3 min read

Hedge funds have struggled to match the returns of so-called passive funds that track the performance of some of the major indexes

Hedge funds see third year of outflows as JPMorgan spots ‘new low’ for industry

'The ratio of the hedge fund industry’s AUM to that of traditional mutual funds and ETF’s had declined to a new low at the end of 2020,' JPMorgan says

2 min read

'A lot of companies are spending a lot of money on marketing — but marketing does not equate to performance,' says Blue Whale Capital's Stephen Yiu

Blue Whale’s Stephen Yiu: ‘The fund industry needs to mimic the Premier League’

Blue Whale Capital’s chief investment officer reflects on why the boutique asset manager had an unforgettable 2020 — for all the right reasons

6 min read

Balfour Beatty is among Peel Hunt's 30 key stock picks

Buy these UK value stocks for big returns in 2021, says Peel Hunt

Peel Hunt named more than 30 value stocks they say will deliver. The top picks cover stocks from 14 sectors with market caps ranging from £200m to £3.5bn

2 min read

Hedge funds overall have struggled to consistently beat returns of equity indexes. Global hedge funds gained 4.49% in November, their best month since 2009, and posted a more than 8% gain in the first 11 months of the year, hedge fund tracking firm Eurekahedge found

Hedge funds ride 2020’s crypto boom to rally 156%

Hedge funds have warmed to cryptocurrencies as bitcoin boomed with a rally that is on track to end the year some 305% higher

3 min read

Investors have ploughed more than €115bn into index funds, including ETFs, over the first 10 months of this year

Passives win again: Franklin, M&G, Invesco set for worst sales in 2020

It’s yet another sign that some of the region’s biggest active managers are struggling to fend off fierce competition from cheaper index funds

4 min read

An I voted sticker is placed on Eddie Slade's shirt at Burton Barr Central Library on November 3, 2020 in Phoenix, Arizona.

Here’s a quick guide to help investors navigate the US elections

FN highlights the reports readers will find most useful on the eve of elections, and after the results are out

2 min read

trees

Stock pickers lose again as four years of fund inflows wiped out by shift to passives, ESG

Data from Calastone shows that the £11.3bn gathered by active equity funds since 2016 has been eradicated, as money continues to flood out of stock picking funds

3 min read

The new Apple flagship store at Marina Bay Sands waterfront in Singapore.

Why Apple is the most unloved stock in the world, according to fund managers

‘The market goes from loving the stock to hating the stock and is now in between’

3 min read