As we head into the last few weeks of 2021, five Elite Rated managers tell us about some of the best performing stocks in their portfolios this year. Vincent Ropers, co-manager of TB Wise Multi-Asset Growth “One of our best investments of the year...
There has been much talk of value investing and growth investing over recent...
Inflation figures around the world have continued to climb in recent months....
It’s Black Friday this week and, according to research company Statistica,...
“Investors are likely to find the search for sustainable income even more challenging in a post-Covid, low-yielding landscape.” That was the rather sobering response from Steve Hunter, head of business development at Momentum Global Investment...
Investing in financials has long divided opinion. Traditional financial stocks – such as banks...
Bumper dividends could be on the way, but investors should beware broken promises, according to a...
‘Dividend hero’ investment companies have grown their dividends to shareholders well ahead of...
As we head into the last few weeks of 2021, five Elite Rated managers tell us about some of the best performing stocks in their portfolios this year. Vincent Ropers, co-manager of TB Wise Multi-Asset Growth “One of our best investments of the year...
The Junior ISA – a tax-efficient savings wrapper for children – will celebrate its tenth birthday...
At first glance, the top performing funds on FundCalibre this quarter are an eclectic bunch, with...
Doncaster hosts the Cazoo St Leger Day this Saturday. The oldest of Britain’s five horse-racing...
On 9 November 2021, global stock markets rallied in what was termed the ‘vaccine bounce’. Just seven months previously, the World Health Organisation predicted that a vaccine for COVID-19 could take 18 months to produce, and even that would require...
Fumio Kishida became the new leader of Japan’s ruling party, the LDP, on Wednesday, replacing...
Doncaster hosts the Cazoo St Leger Day this Saturday. The oldest of Britain’s five horse-racing...
Alessandro Dicorrado and Steve Woolley took on the management of this fund in January 2016, when it...
In the investment world, being promoted to the FTSE 100 is the equivalent of reaching the Premier League in football. It’s the pinnacle of the business world. Firms enjoy elevated kudos by virtue of being among the 100 biggest companies on the London...
The US made a late comeback to finish top of the medal table at the Tokyo Olympics. It may not have...
Morrisons made the headlines last week – not for queues of people buying toilet rolls, but because a...
After a 12-month delay, Euro 2020 will finally kick off this evening when Italy and Turkey meet in...
Emerging market equities have certainly given investors a volatile ride over the past 20 years – but is now the right time to have exposure to these areas? David Cali, head of portfolio strategy at Matthews Asia, believes they have a role to play...
Emerging market bonds have had a pretty mixed year so far. Those that are issued in ‘hard currency’...
Investing in financials has long divided opinion. Traditional financial stocks – such as banks...
Over the past few months, markets around the world have witnessed value stocks outperform growth...
This Sunday, 26 September, marks the end of an era for Germany. After more than 15 years at the helm, Chancellor Angela Merkel is stepping down and a new Chancellor will be voted in in the federal election. Under the leadership of Chancellor Merkel,...
My first ever mortgage was variable, but ‘capped’ at 5.75%. Yes, 5.75%. When I took it out in 1999,...
Joe Biden marked his first 100 days as president this week – 100 days of “rescue and renewal”,...
On 20 January 2021, Joe Biden will be inaugurated as the 46th president of the United States. One...
Whether it is gas, petrol, copper or shipping – the last few months of 2021 have been all about prices shooting up. The reasons have been very similar: disrupted supply chains and labour shortages in the aftermath of Covid. The big question is...
Discussing house prices is a hugely popular pastime in the UK. It’s right up there with the weather...
Should you still invest in real estate? Given the remarkable changes that have taken place across...
Last week, LinkedIn was all a buzz about whether the government was considering creating a legal...
There has been much talk of value investing and growth investing over recent years. But what actually is meant by ‘value’ and ‘growth’? Value – stocks at sale prices Put simply, value stocks are stocks that are ‘cheap’. The most traditional way of...
Inflation figures around the world have continued to climb in recent months. While many believed...
It’s Black Friday this week and, according to research company Statistica, UK consumers take the...
Two fund-of funds giants announced their retirements last week. Bambos Hambi and Gary Potter –...
Following FundCalibre’s autumn investment committee, three funds have gained an Elite Rating from FundCalibre, as have three previously ‘Radar’ funds that now have a three-year track record. An investment trust has also been awarded a new Elite Radar...
Following its summer investment committee, FundCalibre has awarded seven Elite Ratings and two new...
The managers of Elite Rated Marlborough Special Situations fund are to be given greater freedom to...
Following FundCalibre’s Spring investment committee, two new funds have gained an Elite Rating and...
Lesley Duncan has managed ASI UK Ethical Equity since 2004. We had a catch up with her on 6th September 2021. Meeting summary This was a one-to-one catch up with Lesley, following some commentary about adjustments and enhancements to the process,...
The popularity of green bonds has grown dramatically in the past year. The chart below shows new...
Last year, we asked eight Elite Rated managers, with ESG at the heart of their process, whether they...
This week is Good Money Week: seven days of raising awareness of sustainable, responsible and...
It’s time to break out your pink ribbons: October is Breast Cancer Awareness month. Breast cancer is both the second most common cancer, and the second-leading cause of cancer death, in women. It’s become synonymous with the month of October, but the...
When we think about electric vehicles (EV) it’s a car that usually comes to mind– and a Tesla at...
The challenges faced during the Covid pandemic underlined the importance of investment...
Insurance is a funny thing. It’s the only product that both buyer and seller hope is never used. But...
‘Dividend hero’ investment companies have grown their dividends to shareholders well ahead of inflation over the past five years, according to new data from the Association of Investment Companies (AIC). The AIC dividend heroes are investment...
“Covid-19 has created a once-in-decade opportunity to pick-up exceptional investment trusts at...
Investment trusts are a type of fund. They are a way of pooling your money in one place – but at the...
By Nick Britton, Head of Intermediary Communications, AIC When the average investment trust has lost...