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The latest news, updates and opinions on Funds from the expert team here at MoneyWeek
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Aircraft leasing funds aren’t ready for take-off
Analysis There could still be some upside for aircraft-leasing funds, but there’s a lot of uncertainty, says David Stevenson.
By David Stevenson Published
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Investment trust portfolio update March 2022: things take a turn for the worse
Analysis Merryn Somerset Webb looks a how MoneyWeek’s model investment trust portfolio has fared as markets swing from growth to value.
By Merryn Somerset Webb Published
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Looking for Isa season ideas? Load up on investment trusts
Sponsored Investment trusts have had a poor start to the year. But, while there are still plenty of risks, there are plenty of opportunities too. Max King looks at the sectors to buy.
By Max King Published
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MoneyWeek ETF portfolio update: taking a lesson on inflation from the 1970s
Tips Inflation is here to stay. Time to protect our ETF portfolio with some energy exposure, says Cris Sholto Heaton
By Cris Sholto Heaton Last updated
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What’s happened to the small-cap effect?
Sponsored Small-cap stocks have traditionally outperformed their blue-chip cousins. But is this still true today? Max King looks at their performance, and the advantages of investing in small-cap-focused investment trusts
By Max King Published
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An unwelcome merger deal for the Honeycomb Investment Trust
Analysis A deal to buy its own manager makes this high-yielding debt fund less appealing, says David Stevenson
By David Prosser Published
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Mining stocks are back in favour – but proceed with caution
Tips This investment trust packed with mining stocks has risen by 70% since the end of 2019, but investors should be cautious about assuming “this time is different”, says Max King
By Max King Published
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Collateralised loan obligations – a risky bet on inflation
Tips Collateralised loan obligation funds are complex, but could be worth a look for investors who understand the dangers, says David Stevenson.
By David Stevenson Published
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Why we’re keeping RIT Capital Partners in our portfolio
News The RIT Capital Partners investment trust has lost 10% so far this year. But its longer term record is exceptional, says Merryn Somerset Webb.
By Merryn Somerset Webb Published
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