Latest and archived TopFunds news.
The income opportunity from emerging markets
If investors want long term income, where growth in that income is vital, they MUST embrace equity income, with emerging markets becoming an increasingly attractive source. This also requires a different mental approach from investors More >
Corporate bonds boosted by deadly embrace
The recent market rally in risk assets has included credit markets. While a rally in high yield corporate bonds is to be expected, the risk rally has also seen a typical investment grade bond fund return nearly 6% over the last quarter. What is driving the corporate bond market? And will the rally continue? More >
Disagreeing with Soros
George Soros blames the markets for the woes of indebted economies, but the reality is that the world (at least a large part of it) has fundamentally changed, and markets and economies are going through a period of adjustment, sometimes painful. This will create new opportunities. More >
As markets fall, here's a shopping list
As markets plummet, here's a shopping list of what to buy, and how to implement those purchases. Also see the separate piece on the levels at which markets might look "cheap", in the "blog" section at the bottom of this page. More >
How far down? Action to take? Santander?
With markets falling sharply, an update is merited. How far might markets falls? What action investors might take now. What about High Street savers, for example, with Santander? More >
A sinking feeling
The 100th anniversary of the launch of the Titanic somehow seemed appropriate in recent weeks, as the UK economic numbers engendered a sinking feeling. While the UK has seen a slow pick up in consumer spending and a flat lining economy, bad economic news is by no means a UK phenomenon. Across the Atlantic the unsinkable appears to be sinking as US economic data continues to disappoint. But it isn’t all bad news and there will be some marvelous opportunities for the patient investor. More >
Three big questions for 2011
We will get answers to three key questions by the end of 2011, with the eurozone being put to the test first in the weeks just ahead. If these three issues can be resolved through 2011, the debt problems of much of the developed world could be gradually controlled. We live in hope. But living in hope is not an investment strategy, so we cover your options in the latest edition of the TopFunds Guide, now available. Do email back for your copy (free if you are a client or have not received one previously). More >
More Little Big Horn than D-Day?
The Federal Reserve cavalry has again come to the rescue of the US economy (if not the world) by turning on the printing presses (QE2). One stated objective is to get stock markets higher. Is this likely to happen? If so, to what extent? Or are they just storing up more problems?
As "nick of time" interventions go this could be more Little Big Horn than D-Day. But we see noticeable upside in markets before the injuns over-run the stockade. More >
Prioritise capital preservation
In April we highlighted problems with Greece, and that it is not an isolated problem. Rather Greece is like Northern Rock in 2007, the beginning of something and an early warning. Now there are various signs of rising stress, and the recovery in key areas (US and China) is in doubt. With so many negative cross currents, this is not a time to be brave. More >
GREECE - start of something very ugly?
Perhaps you're already swamped with comment about Greece. But it appears to us that many commentators are far too relaxed, haven't considered the problem in its proper historical context, and have had little or no regard to the social dimension. Increasingly taxpayers and voters will take control throughout Europe, and this will considerably increase risks for investors. A period of extended vigilance, years, is upon us. More >
< 1 2 3 >