News
Latest and archived TopFunds news.
Should you buy Anthony Bolton's new fund?
Is it a lifetime opportunity? Or are there too many bulls in the China shop? China tends to generate extreme comments, either full of dire warnings or uncompromisingly bullish (oblivious to the risks). Here we try and provide a more balanced view - so we will probably upset both the optimists and the pessimists! In summary, engage brain before you rush for your cheque book. More >
Added: 02.03.2010
Trade for the decade - overlooked deep value
Our "trade for the decade" employs a strategy that has never failed us since the 1980s. And while emerging markets and commodities are an obvious call (we still strongly recommend India on a decade view) if you look closer, there is deep value elsewhere. And it is deep value that is being widely overlooked, which is ideal for our purposes, allowing you to build your exposure ahead of the value exploding upwards, and before everyone else spots the opportunity. More >
Added: 08.01.2010
Equity income funds - growing attractions
Some of the gloomy headlines over the holiday season would have you believe it was a bad decade for investors. This snapshot of the popular equity income sector highlights how the positive story unfolded through 2009 (and glances back over the decade too).
Don't underestimate the power of dividends in driving performance - it is what all the long term studies tell us should happen, using data back to the 19th century, and it was no different over the last decade - which was a bit wobbly, but far from disastrous. More >
Added: 07.01.2010
REVEALED - we were within minutes of Great Depression II
In October last year we were within minutes of high street banks and cash machines being closed, and a new Great Depression beginning. The extraordinary and frightening truth was revealed yesterday, and the history of Autumn 2008 can begin to be written. More >
Added: 26.11.2009
Nervousness grows. Reduce risk, take profits
Markets around the globe hit new highs in mid October, and since then trading has been choppy, and signs of nervousness are clearly growing. The economic numbers in the UK and EU have not been too bad, and while the US is still of concern, Asia has overheating worries. All of this creates an uncertain background, and we continue to recommend reducing risk and taking profits. More >
Added: 06.11.2009
Warnings signs grow. Take profits.
Warnings signs for stock market investors are growing. We recommend taking some profits and rebalancing into areas where there is still clear value e.g. high yielding shares, corporate bonds, and Asia and emerging markets. More >
Added: 06.10.2009
Very undervalued. Dividends increasing. Two screaming buys.
In recent months we highlighted how the mega caps have sharply underperformed the market (led by more frothy banks and miners). Now recent research highlights that such companies have never been cheaper, but for in 2000 after which they went on a seven year bull run. We identify two funds to exploit this potential which we believe are screaming buys. More >
Added: 11.09.2009
Bid for Cadburys puts focus on recovery funds
The bid for Cadburys has got everyone thinking about where the next bid might arise, and which funds are best placed to exploit this potential. We explore the potential and identify two funds, not of the crumbliest flakiest kind. More >
Added: 11.09.2009
China wobbling - can global party continue?
The key Chinese stock market index is now down by 20% from its peak earlier in the month. Having more than doubled from its low last October, one of our most successful indicators suggests that there could be much worse to come. Yet such volatile markets can go up for longer and higher than seems rational (as in 2007). Here are some pointers on what to do. More >
Added: 20.08.2009
Three-quarters of equity income funds cut payouts
According to the latest Dividend Watch, three quarters of UK equity income funds that have announced dividends over the last two months have cut payouts. It could be a number of years before payouts are restored to prior levels, with the oil price and level of the $ creating additional risks. But there are some outstanding bright spots, particularly in Europe and more so in Asia. More >
Added: 05.08.2009
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