FundCalibre in the press

FundCalibre is regularly asked by the press to give opinions on various topics and sectors. Below is just a selection of recent topics our directors have been quoted on in the national papers, trade magazines and on investment sites.

January 2020

• Best in Class: VT Gravis UK Infrastructure Income – FT Adviser, 21 Jan 2020
• I’m glad I scurried into China – The Sunday Times, 19 Jan 2020
• Experts urge investors not to reposition portfolios in wake of ‘inferno’ Iran-US crisis – Investment Week, 13 Jan 2020
• Best in Class: Lazard Global Equity Franchise – FT Adviser, 7 Jan 2020
• Why it may be time to put your faith in an investment trust – The Times, 4 Jan 2020
• Four stocks to beat the January blues – WhatInvestment, 1 Jan 2020

December 2019

• Best in Class: TR Property Investment Trust – FT Adviser, 24 Dec 2019
• The stocks that may fare best under Boris: High-risk firms that now look… – MSN Money, 13 Dec 2019
• 20 years of investing in the 21st century – Moneywise, 10 Dec 2019
• Best in Class: Unicorn UK Smaller Companies – FT Adviser, 10 Dec 2019
• Big brands or bargain basement: is it time to switch investments? – The Sunday Times, 1 Dec 2019

November 2019

• Best in Class: M&G Episode Income – FT Adviser, 26 Nov 2019
• Tapping into a Brexit deal bounce – Trustnet, 11 Nov 2019
• Best in Class: Murray International Trust – FT Adviser, 11 Nov 2019
• Conal Gregory: In uncertain times, spreading your risk globally may be wise – Yorkshire Post, 9 Nov 2019
• The runners and riders in the race for Woodford Income Focus – Portfolio Adviser, 6 Nov 2019
• Best in Class: Merian Gold & Silver – FT Adviser, 5 Nov 2019

October 2019

• Just what doctors ordered! How to help cure cancer AND make a profit by investing… – Mail on Sunday, 26 Oct 2019
• Best in Class: Fidelity Special Values – FT Adviser, 22 Oct 2019
• The big winners if Trump and China end the trade war – The Telegraph, 11 Oct 2019
• Good Money Week: Will ethical investing ever go mainstream? – Independent, 5 Oct 2019
• Best in Class: Pictet Global Environmental Opportunities – FT Adviser, 3 Oct 2019

September 2019

• Head-to-head: Miton versus Schroders – Fund Selector Asia, 20 Sept 2019
• Best in Class: Baillie Gifford Japanese – FT Adviser, 17 Sept 2019
• The Brexit opportunity in the UK plc – Portfolio Adviser, 17 Sept 2019
• Fashion is band on trend for profits, say investment expects who believe… – Daily Mail, 14 Sept 2019
• Best in Class: Artemis Income – FT Adviser, 3 Sept 2019

August 2019

• Best in Class: Fidelity Asia Pacific Opportunities – FT Adviser, 29 Aug 2019
• Bonds are the choice when rates are falling – The Times, 18 Aug 2019
• With US-China trade wars raging and the prospect of a No Deal Brexit… – Mail on Sunday, 10 Aug 2019
• Best in Class: Schroder Recovery – FT Adviser, 6 Aug 2019
• What should investors be hoping for from Asia? – Professional Adviser, 1 Aug 2019

July 2019

• Best in Class: BMO Global Smaller Companies – FT Adviser, 23 Jul 2019
• Join the technology revolution but beware of the risks involved – The Yorkshire Post, 13 Jul 2019
• Best in Class: Hermes US SMID Equity – FT Adviser, 9 Jul 2019
• Active on the agenda for corporate bonds amid ‘BBB’ uncertainty – Trustnet, 1 Jul 2019

June 2019

• How to spot the hidden gem investment funds – The Times, 29 Jun 2019
• Best in Class: Royal London Corporate Bond – FT Adviser, 25 Jun 2019
• Grow your wealth by investing in emerging markets – Investors Chronicle, 20 Jun 2019
• Woodford suspension: alternative funds for investors – Your Money, 12 Jun 2019
• Best in Class: Montanaro UK Income – FT Adviser, 11 Jun 2019
• Do you need more than one absolute return fund to meet your goals? – Trustnet, 3 Jun 2019

May 2019

• Could the European election results help or harm your wealth? – This is Money, 30 May 2019
• Best in Class: TwentyFour Absolute Return Credit – FT Adviser, 28 May 2019
• How to spot golden shots: From robots, to clean energy and electric cars – Daily Mail, 21 May 2019
• Best in Class: JOHCM Global Opportunities – FT Adviser, 14 May 2019
• Solving the China problem – Professional Adviser, 9 May 2019
• Five reasons UK homes have become a better investment – The Times, 4 May 2019

April 2019

• Best in Class: Fidelity Global Dividend – FT Adviser, 30 Apr 2019
• Why investors should not ignore the benefits of high yield bond funds – Your Money, 23 Apr 2019
• Best in Class: M&G Strategic Corporate Bond – FT Adviser, 16 Apr 2019
• Spring-clean your finances: savings, investments and pensions – The Times, 13 Apr 2019
• Best in Class: Jupiter Distribution – FT Adviser, 2 Apr 2019
• Br£xit-proof your finances – The Metro, 2 Apr 2019

March 2019

• Paying a high exit fee could return 220pc – Sunday Telegraph, 31 Mar 2019
• Best in Class: Waverton European Capital Growth – FT Adivser, 19 Mar 2019
• Four special situation funds to exploit Brexit discounts – Portfolio Adviser, 12 Mar 2019
• Best in Class: Liontrust Monthly Income Bond – FT Adviser, 5 Mar 2019
• Property investing – caveat emptor – Money Marketing, 5 Mar 2019
• Invest in private companies for high risks and high rewards – The Times, 2 Mar 2019

February 2019

• Best in Class: LF Seneca Diversified Income – FT Adviser, 19 Feb 2019
• UK funds to recommend as Brexit beckons – FT Adviser, 12 Feb 2019
• How to manage your Sipp – Investors Chronicle, 7 Feb 2019
• Despite 2018’s woes, could the year of the pig be a sign of good fortune for Chinese equities? – City AM, 5 Feb 2019
• Best in Class: Schroder Asian Alpha Plus – FT Adviser, 5 Feb 2019
• Electric cars, AI and even Fortnite can revolutionise your portfolio – This is Money, 2 Feb 2019

January 2019

• Best in Class: Janus Henderson UK Absolute Return – FT Adviser, 22 Jan 2019
• Ian Cowie: Ignore the cold and take a dip — dividends will keep you warm – The Times, 13 Jan 2019
• Five investment funds to kick off 2019 – What Investment, 9 Jan 2019
• Best in Class: Marlborough Special Situations – FT Adviser, 8 Jan 2019
• From growth to value? – Professional Paraplanner, Jan 2019

December 2018

• Best in Class: AXA Framlington Japan – FT Adviser, 11 Dec 2018
• Why we have been participating in investment trust placings – FT Adviser, 3 Dec 2018
• And relax. .. If skittish markets are making you nervous, try a bond – The Times, 2 Dec 2018
• ‘Tis the season to be spending – What Investment, Dec 2018

November 2018

• The Santa Rally is real: Investors banking on a December stock market run are usually right, but will they get one this year? – This is Money, 30 Nov 2018
• Best in Class: Jupiter Strategic Bond – FT Adviser, 28 Nov 2018
• Best in Class: Stewart Investors Asia Pacific Leaders – FT Adviser, 13 Nov 2018
• Three funds for investors worried about the US mid-terms – Trustnet, 5 Nov 2018
• Get more value out of your investments with a change of approach – The Times, 3 Nov 2018

October 2018

• Best in Class: Jupiter Absolute Return – FT Adviser, 30 Oct 2018
• Move over, Amazon – it’s time to shop around in China – Moneywise, 30 Oct 2018
• Best in Class: Guinness Asian Equity Income – FT Adviser, 16 Oct 2018
• Best in Class: Scottish Mortgage Investment Trust – FT Adviser, 2 Oct 2018
• Multiple Assets – Professional Paraplanner, Oct 2018

September 2018

• Best in Class: Investec UK Special Situations – FT Adviser, 18 Sept 2018
• Child Trust Fund account: Uncover the £1.5bn treasure trove – The Times, 15 Sept 2018
• Best in Class: Schroder European Alpha Income – FT Adviser, 4 Sept 2018
• Is the US a good story? – Professional Paraplanner, Sept 2018

August 2018

• Darius McDermott: Time to reconsider India? – Portfolio Adviser, 24 Aug 2018
• Best in Class: Premier Pan European Property – FT Adviser, 21 Aug 2018
• Best in Class: Artemis Monthly Distribution – FT Adviser, 7 Aug 2018
• How to make your child a pension millionaire by age 43… but you’ll need to invest £240 a month until they hit 18 – This is Money, 3 Aug 2018
• Three funds that could benefit from a rate rise – YourMoney, 2 Aug 2018

July 2018

• Five funds to tap into the ‘world’s best consumer story’ – Trustnet, 25 Jul 2018
• Best in Class: BlackRock European Dynamic – FT Adviser, 24 Jul 2018
• Best in Class: Baillie Gifford Strategic Bond – FT Adviser, 10 Jul 2018
• Investment Trusts: Three to watch – What Investment, Jul 2018

June 2018

• How have UK smaller-caps outperformed post-referendum? – Trustnet, 25 June 2018
• The secret to achieving consistent income – Portfolio Adviser, 13 June 2018
• Darius McDermott: Three modern day investment myths debunked – Professional Adviser, 5 June 2018
• Ian Cowie: To find the tastiest treats, you have to look a little further afield than M&S – Sunday Times, 3 June 2018

May 2018

• Best in Class: Aberdeen Emerging Markets Bond – FT Adviser, 29 May 2018
• Three funds set to benefit from a stronger dollar – Trustnet, 24 May 2018
• Chris St John scrutinised as he takes on larger fund – Portfolio Adviser, 14 May 2018
• How to make the most of the UK’s generous dividends – Your Money, 11 May 2018
• How should investor prepare for a late-cycle environment? – Trustnet, 14 May 2018

April 2018

• Make volatility work for you – Investment Week, 26 April 2018
• Investment trust tips for all ages using Isas and pensions – Money Observer, 24 April 2018
• The funds to choose for volatility – Portfolio Adviser, 13 April 2018
• Five hidden gems to snap up this ISA season – Your Money, 4 April 2018

March 2018

• One year on from Article 50: What do UK managers think? – Mindful Money, 28 March 2018
• Stock market 2018: UK among best investment spots in the world – Express, 21 March 2018
• Will 2018 be Japan’s time to shine? – Portfolio Adviser, 16 March 2018
• Make the most of your ISA to grow your money – Moneywise, 6 March 2018

February 2018

• How the biggest investment themes have changed over the past decade – Moneywise, 20 February 2018
• There are winners and losers as the pound strengthens – The Times, 17 February 2018
• Inflation? Not as I know it… – Portfolio Adviser, 16 February 2018
• Five open-ended funds that are hidden gems for investors in 2018 – What Investment, 9 February 2018
• China crisis? Is China heading for a hard landing or should investors be more optimistic about its prospects? – Professional Paraplanner, February 2018

January 2018

• Three funds offering investors genuine portfolio diversification – Trustnet, 24 January 2018
• Investments: Is big also beautiful for fund investors? – Sunday Express, 21 January 2018
• Investment Insight: Preparing portfolios for a bubble burst – Money Marketing, 16 January 2018
• Cautious optimism the catchphrase in 2018 – Moneywise, 9 January 2018
• What should you invest in now? Five funds set to prosper – Daily Mail, 2 January 2018

December 2017

• Five funds to consider for aggressive portfolios in 2018 – Trustnet, 29 December 2017
• Three potential game changers in 2018 – Portfolio Adviser, 19 December 2017
• 100-year-old trusts that still make top returns: Golden oldies trump their rivals with up to 70% over three years – Daily Mail, 16 December 2017
• The assets to dominate 2018 – Portfolio Adviser, 6 December 2017

November 2017

• Why Japan may have further to go – Every Investor, 29 November 2017
• Funds set to give investors a Budget boost – FT Adviser, 23 November 2017
• Are crowdfunded property schemes as safe as houses? – Sunday Times, 19 November 2017
• Should you invest in Asia’s consumer boom? The funds reaping the rewards of the new middle-class – Daily Mail, 11 November 2017
• How to fix your finances for rising interest rates – Mail on Sunday, 5 November 2017

October 2017

• Will the Japanese stock market stay above the 21000 hurdle? – Mindful Money, 19 October 2017
• Growth vs Value – Every Investor, 10 October 2017
• Fund Focus: Rathbone Ethical Bond fund – Mail on Sunday, 1 October 2017

September 2017

• How to invest £10,000 weekly series – Sunday Times, 24 September 2017
• More bills misery: Bills set to rocket while wages stay flat – Daily Express, 13 September 2017
• Is it time to dump Trump? – Daily Mail, 5 September 2017
• Industry Insider: Ten years since the credit crunch, what have we learnt? – Moneywise, 5 September 2017

August 2017

• Reluctant investor? Here’s where to put your money – Daily Telegraph, 25 August 2017
• Active fund managers: are two heads better than one? – Money Observer, 21 August 2017
• Investment funds for your kids’ financial future – Moneywise, 16 August 2017
• Ethical investments steadily closing the performance gap – Yorkshire Post, 13 August 2017

July 2017

• Don’t let your pension savings dwindle: Five of the best funds to invest in for income in retirement – Daily Mail, 20 July 2017
• Five years of whatever it takes – Professional Adviser, 10 July 2017
• Calling time on the 30 year bond bull market? – Ria Online, 6 July 2017

June 2017

• Look to Japan for cheap valuations and dividend growth – Investors’ Chronicle, 29 June 2017
• One year on from Brexit should you invest in the UK or the EU? – Mindful Money, 20 June 2016
• Tech wobbles but funds could still grow strongly – Investors Chronicle, 15 June 2017
• Eight funds to weather any political storm – The Times, 10 June 2017
• Investors urged to be cautious on UK equities – Your Money, 2 June 2017

May 2017

• Positive political change helping Asia’s comeback – Mindful Money, 24 May 2017
• How to invest for your age – Mail on Sunday, 1 May 2017

April 2017

• How to make the most of a £5,000 windfall – The Times, 22 April 2017
• Consider UK small caps for long-term gains – Every Investor, 20 April 2017
• Educating clients on active funds – Professional Adviser, 11 April 2017

March 2017

• Little-known funds that deserve a place in your ISA – Daily Telegraph, 30 March 2017
• What do the experts do with their Isa allowance? – Daily Mail, 20 March 2017
• Three income options for your pension or ISA this year – Ria Online, 8 March 2017
• Fund selectors dip their toes back into European equities but caution EU foundations remain under ‘serious threat’ – Investment Week, 2 March 2017