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.

October 2023

• UK equities: Finally more compelling than contentious– Money Marketing, 2 October 2023
• Good Money Week: Ten investment funds helping you make a positive impact – Your Money, 2 October 2023
• How investable are Chinese equities right now?– FT Adviser, 5 October 2023
• Forget sentiment- why these UK portfolios are just cheap full stop – Trustnet, 10 October 2023
• Are UK small-caps too attractive to ignore – Octomembers, 13 October 2023
• UK equities: dinosaurs or desirable? – Portfolio Adviser magazine, 1 October 2023
• Can India continue to defy valuation fears?– Professional Paraplanner, 17 October 2023
• Back of the NAV podcast – Portfolio Adviser podcast, 19 October 2023
• The perfect global and US fund combinations to avoid overlap – Trustnet, 23 October 2023

September 2023

• Relationship goals? Try loving long-term investing– YourMoney, 1 September 2023
• The US funds and trusts that have beaten the S&P 500 since the financial crisis – Trustnet, 6 September 2023
• Top 50 funds 2023 – Investors’ Chronicle, 8 September 2023
• Bring on the next stock market crash! Why some investors love it when share prices fall – The Sunday Express, 10 September 2023
• US Portfolio manager Clare Hart to retire from JP Morgan AM – Investment Week, 13 September 2023
• Why gold could get its shine back in 2024 – Portfolio Adviser, 13 September 2023
• As investors flock to easy mixed asset funds, should you? – The Mail on Sunday, 17 September 2023
• FundCalibre Elite Radar: TB Amati Strategic Metals – The Mail on Sunday, 17 September 2023
• Keep an eye on the future star fund managers – Investors’ Chronicle, 27 September 2023

August 2023

• How to invest in property without being a landlord– The Times, 5 August 2023
• US Big tech bulls are back on the rampage – Daily Mail & This Is Money, 5 August 2023
• Deep Dive: US dollar dominance remains despite “loss of trust” – Investment Week, 11 August 2023
• Fidelity, Invesco and Liontrust among funds awarded Fundcalibre ‘Elite’ rating
  –  Portfolio Adviser, Investment Week & IFA Magazine, 17 August 2023
• Why I’m talking about fantasy football later than everybody else! – Octomembers, 24 August 2023

July 2023

• Funds that add spice to your global tracker portfolio– Investors’ Chronicle, 4 July 2023
• Don’t put all your nest eggs in one basket now cash savings earn up to 6% – here’s why you should STILL keep on investing – Daily Mail & This Is Money, 8 July 2023
• Three top investment trust picks in the specialist sectors– Portfolio Adviser, 18 July 2023
• Why UK corporate bonds are very much back on the agenda – FT Adviser, 19 July 2023
• How to benefit from the Artificial Intelligence boom –  Professional Paraplanner, 24 July 2023

June 2023

• The evolution of fund engagement– ESG Clarity, June 2023 issue
• Minimising risk with multi-asset – TrustNet, 1 June 2023
• Investing for the bold- time to take some risk– The Times, 3 June 2023
• Don’t fear the AI revolution – The Mail, 10 June 2023
• European equities offer more than a China play –  Portfolio Adviser, 15 June 2023
• Where in the world should you invest next? – The Times, 17 June 2023
• The best funds for tech stocks (outside of the US) – Investor’s Chronicle, 20 June 2023
• Going global for active opportunity – Octomembers, 26 June 2023

May 2023

• April not the cruellest month for UK companies – Portfolio Adviser, 2 May 2023
• Should you shelter from the financial storms by joining the dash for safe haven funds that pay 4%?– The Mail+, 7 May 2023
• Six funds gain “ Elite” FundCalibre rating – Investment Week, 11 May 2023
• How to make as much money as possible from your pension in your 20s to 60s – inews, 18 May 2023
• You could get onboard while airline shares surge – The Mail+, 20 May 2023
• Does UK equity income sector work amid periods of high inflation?– FT Adviser, 31 May 2023

April 2023

• Japan: new Governor, new opportunities? FundCalibre’s Darius McDermott shares his analysis plus 5 fund picks to consider – IFA Magazine, 3 April 2023
• After a dismal decade, emerging markets may be a good bet– The Sunday Times, 9 April 2023
• Blog: Investing in the world’s happiest places – YourMoney, 13 April 2023
• The lure of Asian dividends – Money Marketing, 27 April 2023
• Tech investing in a higher rate era (webinar) – Investors’ Chronicle, 27 April, 2023
• Give yourself the beauty treatment – The Mail+, 29 April 2023

March 2023

• BLOG: Seven fund ideas to invest with a clear conscience this ISA season – YourMoney, 2 March 2023
• Mix and match investments to weather all the storms– The Times, 8 March 2023
• Put down the screwdriver and invest in the DIY sector instead – The Sunday Times, 12 March 2023
• The experts’ favourite dividend heroes to add to your ISA portfolio– Trustnet, 16 March 2023
• Investors shouldn’t panic-sell financials funds – Investors’ Chronicle, 22 March 2023
• Is now the time to invest in biotechnology?– FT Adviser, 23 March 2023

February 2023

• British stocks near record highs- but experts say they’re cheap to buy at these prices– Daily Telegraph, 1 Feb 2023
• Gold has proven its mettle for long term investing – FT Adviser, 6 Feb 2023
• BLOG: 8 funds to fall in love with this Valentine’s Day – YourMoney, 9 Feb 2023
• FundCalibre awards five Elite Ratings to funds – Investment Week, 13 Feb 2023
• Four ways to invest in Japan in 2023 – Portfolio Adviser, 16 Feb 2023
• As the FTSE 100 passes the 8,000 mark are UK stocks still cheap and a good buy – or is now the time to sell at a high?– This Is Money, 17 Feb 2023

January 2023

• Global Markets 2023: Investment prospects for US, China and overseas funds to watch– Daily Mail, 2 Jan 2023
• The funds that benefit from higher interest rates – Investors’ Chronicle, 12 Jan 2023
• Why China may be investors’ best bet in 2023 – Daily Telegraph, 21 Jan 2023
• How to play the emerging markets turnaround – Money Marketing, 22 Jan 2023
• How much cash should investors hold? Emergencies, buying opportunities, loss avoidance… the best strategies in current markets revealed – This Is Money, 27 Jan 2023

December 2022

• How are consumers’ green habits changing amid cost-of-living-crisis? – ESG Clarity, 2 Dec 2022
• Bonds are back: how to invest for income – The Times, 4 Dec 2022
• The best trusts and funds for the year ahead – Master Investor, 4 Dec 2022
• Positive signs for 2023 after a year of living desperately – The Sunday Express, 18 Dec 2022
• Young fundpicker: Navigating risk and opportunities in emerging markets – Investment Week, 22 Dec 2022
• BLOG: Why you might consider investing in a trust – YourMoney, 30 Dec 2022
• What will 2023 bring for investors? – Daily Mail, 31 Dec 2022

November 2022

• What the record interest rate increase means for your pension– Daily Telegraph, 3 Nov 2022
• How to invest in a recession – Forbes Advisor, 3 Nov 2022
• There is no ‘free lunch’ in bond investing – FT Adviser – podcast, 16 Nov 2022
• How can I grow my children’s nest eggs ethically? – Investors’ Chronicle, 18 Nov 2022
• The 8 billion dollar question:how to invest in the population boom – The Times, 20 Nov 2022

October 2022

• Best Funds to Beat Inflation – Evening Standard, 4 Oct 2022
• Have macro funds delivered the goods?– Investors’ Chronicle, 7 Oct 2022
• How to invest in times of turbulence – Daily Mail, 8 Oct 2022
• Is quality investing the long term answer to uncertain markets? – Octomembers, 14 Oct 2022
• How to choose a diversified global equity fund – FT Adviser, 21 Oct 2022
• Divide and conquer for commodities exposure – Portfolio Adviser, 26 Oct 2022
• India stock market is beating the world – Daily Express, 26 Oct 2022

September 2022

• What Clients need to know about bonds– FT Adviser, 1 Sept 2022
• Stocks & Shares: Is now the time to buy the dip?– Forbes, 5 Sept 2022
• Hidden monthly gem marks five-year track record – Professional Paraplanner, 7 Sept 2022
• Top 50 funds – Investors’ Chronicle, 9 Sept 2022
• Shuffle your portfolio to survive a harsh winter – The Mail on Sunday, 10 Sept 2022
• Deep Dive: Global ESG equities set to benefit from energy transition drive – Investment Week, 23 Sept 2022

August 2022

• The growth funds that might bounce the highest when markets recover – Trustnet, 1 Aug 2022
• How we allocate to global equities – Portfolio Adviser, 4 Aug 2022
• The ten investment questions you really should be asking – The Times, 13 Aug 2022
• Five smart ways to protect your wealth as inflation soars – Yahoo Finance, 17 Aug 2022
• How to invest in Asia without China – Investors’ Chronicle, 24 Aug 2022
• How to inflation-proof your portfolio – YourMoney, 30 Aug 2022

July 2022

• Sector report: Tickets for the Japan rollercoaster are getting cheaper – Professional Paraplanner, 1 Jul 2022
• Stock markets suffer double digit drops in first half of year – FT Adviser, 5 Jul 2022
• Deep Dive: Global equity income funds pick inflation winners – Investment Week, 8 Jul 2022
• Absolute return giants fail to pass muster in volatile H1 – Portfolio Adviser, 13 Jul 2022
• Is going global the best way to defend in uncertain times? – Octomembers, 18 Jul 2022
• Investor Views: ‘My Inflation Beating Strategy’ – Morning Star, 21 Jul 2022

June 2022

• Investing for cleaner water – Your Money, 30 Jun 2022
• Five different ways to invest in Asia – Professional Adviser, 30 Jun 2022
• US equities: cut your losses or invest more money? – IFA Magazine, 27 Jun 2022
• How to invest ahead of a recession, from picking quality firms to looking at gold – iNews, 25 Jun 2022
• Making sense of playing defensive – Money Marketing, 22 Jun 2022
• The megatrend you ignore at your peril – Octomembers, 17 Jun 2022
• India – and the choice between valuations and long-term growth – Trustnet, 14 Jun 2022

May 2022

• Best Funds To Beat Inflation – Forbes, 30 May 2022
• Fund review: Murray Income Trust tries to ignore all the noise and focus on quality – iNews, 27 May 2022
• Is there any hope for corporate bonds? – Portfolio Adviser, 24 May 2022
• Industry asks ‘what sort of culture HSBC is breeding’ in wake of Stuart Kirk suspension – Investment Week, 23 May 2022
• Hunting for value around the world – Investors’ Chronicle, 17 May 2022
• Best in Class: M&G Global Listed Infrastructure – FT Adviser, 12 May 2022

April 2022

• Best in Class: Baillie Gifford Japan Trust – FT Adviser, 26 Apr 2022
• ASI Latin American Equity looks for strong management and balance sheets – iNews, 20 Apr 2022
• Japan – a safe haven? – Professional Adviser, 14 Apr
• Rathbone Global Opportunities: Should you buy, hold or fold? – Trustnet, 7 Apr 2022
• Should investors prep for rerun of 1970’s-style stagflation? – Portfolio Adviser, 6 Apr 2022
• Low-risk alternatives to sitting on cash – Investors Chronicle, 4 Apr 2022
• Funds to Watch: Sanlam Asia Pacific Artificial Intelligence – What Investment, 1 Apr 2022

March 2022

• LF Montanaro European Income has a simple philosophy of investing in companies you understand – iNews, 30 Mar 2022
• How to invest if you’re aiming to buy your first house – Trustnet, 28 Mar 2022
• Reassess UK value funds to get the best returns – Investors Chronicle, 25 Mar 2022
• Best in Class: LF Ruffer Diversified Return – FT Adviser, 23 Mar 2022
• Four ways adventurous investors can boost their ISA – Yourmoney, 18 Mar 2022
• Fund review: SVS Church House Tenax Absolute Return Strategies does exactly what it says on the tin – iNews, 11 Mar 2022
• Best in Class: BlackRock Corporate Bond – FT Adviser, 4 Mar 2022

February 2022

• Morgan Stanley ranked top stock-pickers in Fundcalibre’s 2021 index – Portfolio Adviser, 21 Feb 2022
• Best in Class: A promising Indian fund – FT Adviser, 17 Feb 2022
• Is the UK the place to be in an increasingly inflationary world? – IFA Magazine, 11 Feb 2022
• China’s been a terrible bet, so it’s time to buy – The Times, 5 Feb 2022
• Best in Class: Aberdeen Standard SICAV I – Global Mid-Cap Equity – FT Adviser, 2 Feb 2022
• Year of the Tiger: 4 Drivers for Stocks – Morning Star, 1 Feb 2022
• At what point are UK equities a screaming buy? – Professional Planner, 1 Feb 2022

January 2022

• Best in class: TB Amati UK Smaller Companies – FT Adviser, 20 Jan 2022
• Why the infrastructure story is as strong as ever – Money Marketing, 20 Jan 2022
• Flexibility will be key in bond markets in 2022 – Portfolio Adviser, 14 Jan 2022
• Is it time to rebalance your investment portfolio? – YourMoney, 13 Jan 2022
• Fund Review: M&G Episode Income – iNews, 12 Jan 2022
• Funds to watch in 2022 – IFA Magazine, 6 Jan 2022
• Best in class: TB Evenlode Global Income – FT Adviser, 6 Jan 2022
• Stock Picks: Bargain hunters – What Investment, 1 Jan 2022

December 2021

• Where the experts say they will be investing their money in 2022 – This is Money, 26 Dec 2021
• Five investment trusts for 2022 – YourMoney, 23 Dec 2021
• ‘Traditional’ risks return for income investors after a decade – FT Adviser, 15 Dec 2021
• Best in Class: Allianz China A-Shares – FT Adviser, 7 Dec 2021
• The outlook for 2022? Ask me next year! – IFA Magazine, 6 Dec 2021
• How you can cash in on the private equity boom – The Times, 5 Dec 2021
• Abrdn’s £1.5bn Interactive Investor deal looks richly valued – Portfolio Adviser, 2 Dec 2021
• Sector Considerations: Inflation – Professional Paraplanner, Dec 2021

November 2021

• If UK equity income funds were golf clubs – Octomembers, 23 Nov 2021
• The diverse art of property investing – Your Money, 18 Nov 2021
• Best in Class: Nomura Global Dynamic Bond – FT Adviser, 16 Nov 2021
• Multi-manager trailblazer Gary Potter retires from fund management – Portfolio Adviser, 15 Nov 2021
• Best in Class: Artemis Target Return Bond – FT Adviser, 9 Nov 2021
• Reasons to consider Indian equities this Diwali – IFA Magazine, 2 Nov 2021
• Fund managers’ biggest concerns this winter – Professional Paraplanner, 1 Nov 2021

October 2021

• Fund review: Artemis Income – inews, 27 Oct 2021
• The balancing act – Investment week, 11 Oct 2021
• Key barriers push investors away from ESG – Professional Planner, 5 Oct 2021
• Best in Class: AXA Framlington UK Mid Cap – FT Adviser, 5 Oct 2021
• Where next for commodities? – Professional Paraplanner, 1 Oct 2021

September 2021

• Is China an investment option you can trust? – YourMoney, 22 Sep 2021
• Best in Class: SVM UK Opportunities – FT Adviser, 7 Sep 2021
• HEAD-TO-HEAD: GAM versus Guinness – Fund Selector Asia, 3 Sep 2021
• Revealed: The winners of our 2021 fund awards – FT Adviser, 2 Sep 2021
• Sector considerations – Professional Paraplanner, 1 Sep 2021

August 2021

• Nine funds and trusts gain an Elite Rating from FundCalibre – IFA Magazine, 17 Aug 2021
• Equity funds dominate FundCalibre summer review with either new ratings – Investment Week, 17 Aug 2021
• We cannot ignore the biodiversity threat any longer – YourMoney, 16 Aug 2021
• Four funds for forgotten mid-caps – Trustnet, 5 Aug 2021
• Should we still be investing in super-expensive tech stocks? – iNews, 4 Aug 2021
• Best in Class: RWC Global Equity Income – FT Adviser, 3 Aug 2021

July 2021

• How to tell if the US stock market bubble is bursting – The Times, 31 Jul 2021
• Best in Class: BMO Responsible Global Equity – FT Adviser, 20 Jul 2021
• Investing long term in China – Professional Paraplanner, 13 Jul 2021
• A guide on how investors can protect against inflation – Interactive investor, 8 Jul 2021
• Best in Class: Murray Income Trust – FT Adviser, 6 Jul 2021

June 2021

• Best in Class: Close Managed Income – FT Adviser, 25 Jun 2021
• Another perfect advert for strategic bonds – Professional Adviser, 23 Jun 2021
• Small companies thrive under the new world order – Sunday Times, 20 Jun 2021
• Greenwashing fears as investors demand environmental funds – Capital.com, 10 Jun 2021
• Best in Class: Barings Europe Select Trust – FT Adviser, 1 Jun 2021

May 2021

• How to consider future generations when passing on wealth – FT Adviser, 20 May 2021
• How to indirectly invest in IPOs through investment trusts – Interactive investor, 18 May 2021
• Best in Class: Janus Henderson European Selected Opportunities – FT Adviser, 11 May 2021

April 2021

• Best in Class: FSSA Japan Focus – FT Adviser, 27 Apr 2021
• Why the UK small and mid-cap story is as strong as ever – Portfolio Adviser, 27 Apr 2021
• Best in Class: Schroder Global Recovery – FT Adviser, 13 Apr 2021
• From Vietnam to the UK: what fund experts say you should put in your 2021 Isa – This is Money, 11 Apr 2021
• Are the stars aligning for emerging markets? – Money marketing, 6 Apr 2021

March 2021

• Best in Class: ES R&M UK Recovery – FT Adviser, 30 Mar 2021
• How to spot smaller companies winners – Investors Chronicle, 23 Mar 2021
• Best in Class: Brown Advisory Global Leaders – FT Adviser, 16 Mar 2021
• Save £8,000 on childcare by using an Isa – The Telegraph, 12 Mar 2021
• Best in Class: Man GLG High Yield Opportunities – FT Adviser, 2 Mar 2021

February 2021

• ISA investing in healthcare can inject some better returns – What Investment, 25 Feb 2021
• Best in Class: Threadneedle UK Equity Income – FT Adviser, 16 Feb 2021
• Baillie Gifford takes top place in FundCalibre’s Fund Managemen Equity Index for the first time – Trustnet, 8 Feb 2021
• Best in Class: Liontrust Sustainable Future Managed – FT Adviser, 2 Feb 2021
• Which bonds for 2021? – Professional Paraplanner, 1 Feb 2021

January 2021

• Income trusts offer sanctuary from dividend drought – Telegraph, 24 Jan 2021
• Best in Class: JPM Emerging Markets Investment Trust – FT Adviser, 19 Jan 2021
• The renewable energy and infrastructure funds that should benefit under Biden – Master investor, 19 Jan 2021
• Best in Class: FSSA Global Emerging Markets Focus – FT Adviser, 11 Jan 2021
• Stick or twist? How to spot when it’s time to ditch a fund – Sunday Times, 3 Jan 2021

December 2020

• The £77m wall of cash flowing into China funds – Sunday Times, 27 Dec 2020
• FSA’s top 10 head-to-head articles for 2020 – Fund Selector Asia, 18 Dec 2020
• Best in Class: BlackRock Continental European Income – FT Adviser, 15 Dec 2020
• Spot the superstar small funds flying under the radar – The Times, 12 Dec 2020
• The best Christmas gift ever for a baby – YourMoney, 4 Dec 2020
• Best in Class: TM CRUX UK Special Situations – FT Adviser, 1 Dec 2020

November 2020

• The best funds to invest in China – Master investor, 30 Nov 2020
• Best in Class: T. Rowe Price Asian Opportunities Equity – FT Adviser, 23 Nov 2020
• 13 funds gain FundCalibre Elite Status – Professional Paraplanner, 18 Nov 2020
• Best in Class: Ninety One Global Gold – FT Adviser, 9 Nov 2020
• Is Fundsmith’s size detrimental – Investors Chronicle, 6 Nov 2020

October 2020

• The waiting game for UK dividends – Money marketing, 29 Oct 2020
• Best in Class: LF Miton US Opportunities – FT Adviser, 20 Oct 2020
• Why bond funds are flying off the shelves – Sunday Times, 11 Oct 2020
• ESG and the future of investing – Financial Adviser, 8 Oct 2020
• Best in Class: Guinness Global Innovators – FT Adviser, 6 Oct 2020
• Investment in technology can prove to be a rollercoaster ride – Yorkshire Post, 3 Oct 2020

September 2020

• Best in Class: Baillie Gifford Japanese Income Growth – FT Adviser, 24 Sept 2020
• Five funds that sit well alongside your core Fundsmith Equity holding – The Telegraph, 13 Sept 2020
• How to build a core and satellite portfolio – Morningstar, 8 Sept 2020
• Will Warren Buffet’s $6 bn bet help boost Japan’s stock market? – This is Money, 3 Sept 2020

August 2020

• How should the polarised market shape your portfolio? – master investor, 27 Aug 2020
• Best in Class: LF Tellworth UK Smaller Companies – FT Adviser, 25 Aug 2020
• Blue Whale and Allianz Strategic Bond latest funds to land FundCalibre Elite Rating – Portfolio Adviser, 18 Aug 2020
• Five funds to invest in during the recession – Telegraph, 15 Aug 2020
• Best in Class: Morgan Stanley Global Brands – FT Adviser, 11 Aug 2020
• How much trust can we place in the Chinese recovery? – Trustnet, 3 Aug 2020

July 2020

• Best in Class: Fidelity Global Special Situations – FT Adviser, 28 Jul 2020
• Value stocks have taken a beating, but unique opportunities are in sight – Money Marketing, 17 Jul 2020
• UK equity funds present ‘cracking’ opportunities despite suffering largest sell-off on record – Investment Week, 16 Jul 2020
• Best in Class: Baillie Gifford High Yield Bond – FT Adviser, 14 Jul 2020
• Why dividend cuts shouldn’t be viewed with disdain – YourMoney, 10 Jul 2020
• Despite the risks (and the Donald!) the US offers huge rewards for the brave – This is Money, 5 July 2020

June 2020

• Best in Class: JPM US Equity Income – FT Adviser, 30 Jun 2020
• Unpopular fund sector trumps UK funds four years on from Brexit vote – Money Observer, 22 Jun 2020
• Property should not be a dirty word for investors – Portfolio Adviser, 22 Jun 2020
• How to find the best small‑cap stocks in June 2020 – The Times, 20 Jun 2020
• Best in Class: MI Chelverton UK Equity Growth – FT Adviser, 18 Jun 2020
• UK stocks still not priced for bad news – The Times, 13 Jun 2020
• Ian Cowie: six top trusts keeping their dividend promise – interactive investor, 11 Jun 2020
• Covid-19 could be a catalyst for these 4 investment trends – Moneywise, 3 Jun 2020
• Best in Class: Marlborough European Multi-Cap – FT Adviser, 2 Jun 2020

May 2020

• Could this be the death of Buffett-style investing? – The Times, 22 May 2020
• The gold conundrum – Trustnet, 20 May 2020
• Best in Class: TwentyFour Corporate Bond – FT Adviser, 19 May 2020
• Understanding recessions and recoveries – YourMoney, 15 May 2020
• Six ways Covid-19 could change the world forever – Money Observer, 14 May 2020
• Potential ways to play the global healthcare sector boom – Money Observer, 11 May 2020
• Best in Class: Smith & Williamson Artificial Intelligence – FT Adviser, 5 May 2020
• The best funds to protect your income – master investor, 4 May 2020

April 2020

• Don’t write off UK small caps – Portfolio Adviser, 23 Apr 2020
• Best in Class: BlackRock UK Absolute Alpha – FT Adviser, 21 Apr 2020
• Give your portfolio a shot in the arm…by investing in the shares of the companies working to beat coronavirus – This is Money, 18 Apr 2020
• Has Covid-19 killed off value investing? – The Telegraph, 18 Apr 2020
• Guinness Global Equity Income: the fund investing in companies still paying out dividends – Mail on Sunday, 14 Apr 2020
• Best in Class: Jupiter Merlin Income Portfolio – FT Adviser, 14 Apr 2020
• Best stocks to buy during the market meltdown – The Times, 3 Apr 2020
• Which funds are performing well during the crisis – FT Adviser, 1 Apr 2020
• Tech apples and pears– Professional Paraplanner, April 2020 Issue

March 2020

• Stephen Snowden among raft of managers to land FundCalibre Elite Ratings – Portfolio Adviser, 26 Mar 2020
• How to fund your lifestyle with your portfolio – The Times, 18 Mar 2020
• Best in Class: Ninety One UK Alpha – FT Adviser, 17 Mar 2020
• If you’re a big fan of Greta, you can even have a carbon-free Isa! – Scottish Mail on Sunday, 15 Mar 2020
• ISA 2020: ‘Around the world in eight ISA ideas’ – YourMoney, 13 Mar 2020
• What the oil shock means for ESG funds – FT Adviser, 9 Mar 2020
• The one sector every investor needs exposure to in their portfolio – Trustnet, 5 Mar 2020
• Best in Class: Schroder Asian Income – FT Adviser, 3 Mar 2020
• Managing the investment impact of COVID19 – Professional Adviser, 3 Mar 2020

February 2020

• Head-to-Head: First State vs Morgan Stanley – Fund Selector Asia, 21 Feb 2020
• Best in Class: LF Gresham House UK Multi Cap Income – FT Adviser, 18 Feb 2020
• Want to ditch your dog funds? Try these instead… – The Times, 15 Feb 2020
• Best in Class: TB Wise Multi-Asset Growth – FT Adviser, 11 Feb 2020
• Are there still opportunities in US equities? – Trustnet, 6 Feb 2020

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

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

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
• 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

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

• 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

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
• 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

• 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

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

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

June 2017

• Look to Japan for cheap valuations and dividend growth – Investors’ Chronicle, 29 June 2017
• 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

• 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
• Fund selectors dip their toes back into European equities but caution EU foundations remain under ‘serious threat’ – Investment Week, 2 March 2017