Funds Fan: recession tips, funds vs trusts, and Japan fund interview

In the latest episode, Kyle Caldwell and Sam Benstead run through key takeaways for fund and trust investors from the first quarter of 2022. Among the subjects discussed is why over that time period similarly managed funds held up better than trusts. Separately, on the back of bond markets flashing a warning that a recession could be on the cards, the duo name the types of investments that would, in theory, perform well during an economic downturn. 

Later in the podcast, Jeff Atherton, who manages the Man GLG Japan CoreAlpha fund, joins the show. The fund adopts a value-style investment approach and has therefore benefited from the recent market rotation. 

Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. 

This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.