JP Morgan hosted a series of roadshows this month, presenting its quarterly “Guide to the markets”. The overwhelming message was that the company is more cautious today than at the start of the year and that now is not the time to be taking big bets...
Chinese A-shares – shares that trade in mainland China on domestic exchanges and...
On 1 June 1998, the European Central Bank (ECB) was established and, shortly...
The return of inflation has wreaked havoc among global financial markets: rising...
There are many reasons people invest for income. Some need help to pay their bills, while others want to pay for a dependant’s education or cover the cost of longer-term care. Whatever the reason, few of us would refuse some extra money, especially...
This article first appeared on professionaladviser.com on 10th May 2023 Only when I look in the...
This article first appeared on portfolio-adviser.com on 1st February 2023 I’m sure you’ve all read...
At the turn of the millennium, the then US President and UK Prime Minister, Bill Clinton and Tony...
As 2022 draws to a close, we take a look at which funds and trusts were most popular among FundCalibre’s visitors and which subjects piqued their interest the most. Most popular Elite Rated funds and trusts in 2022* Top of the pops this year was The...
2022 has been a difficult year for most asset classes. War in Europe, persistently high inflation...
Type ‘average return of the global stock market’ into Google, and you’ll see the results are pretty...
The Junior ISA was introduced on 1 November 2011. Just like the standard ISA, it’s a tax-efficient...
Jim Leaviss joined M&G in 1997 after a five-year stint at the Bank of England and has more than 20 years’ experience in fixed interest markets. Eva joined M&G in 2018 as part of the graduate scheme and has worked on a variety of research...
I remember a time when there were two dollars to the pound. It was back in the 1990s and it used to...
2023 has, so far, started more positively than 2022, especially when it comes to stock and bond...
Is now the time to consider corporate bonds? It’s fair to say that last year was extremely difficult...
This article first appeared on portfolio-adviser.com on 13th April 2023 It’s (more than) fair to say UK equities have been unloved over recent years as investors wary of turmoil have stayed away. But is it time for a renaissance in interest in our...
This article first appeared on professionalparaplanner.com on 2nd March, 2023 It seems whichever...
This article first appeared on professionaladviser.com on 7th February 2023 When you consider the...
UK mid-cap stocks can offer investors the best of both worlds: More excitement than their...
This article was first published on MoneyMarketing.com on 27th April, 2023 It’s been a case of famine to feast for income investors in the past 12 months. Many UK equity income funds are now yielding more than 4% across the board, while bond yields...
This article was published on Octomembers.com on 24th April 2023 Recency bias is a challenge in any...
A decade ago, India was the world’s 11th largest economy. Today it is the 5th largest, bigger than...
This article first appeared on Octomembers.com on 28 March 2023 All roads lead to emerging markets...
On 1 June 1998, the European Central Bank (ECB) was established and, shortly after, on 1 January 1999, the euro was launched, in what was to be the world’s largest ever currency changeover. Over the past 25 years, that monetary union has been tested...
Silicon Valley Bank was taken over by regulators last week in the second-largest bank failure in...
I remember a time when there were two dollars to the pound. It was back in the 1990s and it used to...
This article first appeared on Octomembers.com on 9th February 2022 “War”, according to a prescient...
This article first appeared on octomembers.com on 20th May, 2023 Property over the past 18 months has certainly been a tough market. UK property investment returns alone fell 10.4% in 2022, according to MSCI data, with much of the losses coming in...
Global real estate wasn’t immune to last year’s widespread economic problems – but how is the sector...
After multi-year quantitative easing came to an end last year and an extended period of record low...
Have you heard of a REIT? This acronym stands for ‘real estate investment trust’ and offers...
On 1 June 1998, the European Central Bank (ECB) was established and, shortly after, on 1 January 1999, the euro was launched, in what was to be the world’s largest ever currency changeover. Over the past 25 years, that monetary union has been tested...
We had become used to near-zero interest rates for many years, but there’s a strong sense that this...
We talk about ‘total returns’ and ‘the power of compounding’ a lot at FundCalibre, because when it...
Companies in Europe are contending with a slowdown in industrial activity and reduced spending...
Following its spring investment committee, FundCalibre has awarded five new Elite Ratings and one new Elite Radar badge. Five newly Elite Rated funds: BlackRock Global Unconstrained Equity This is a concentrated, high conviction fund, targeting...
Following its Winter investment committee, FundCalibre has awarded five Elite Ratings and two new...
Finance Derivative Magazine has named FundCalibre the Best Performing Investment Fund Research Firm...
Following FundCalibre’s summer investment committee, three new funds have gained an Elite Rating...
Earth Day is this weekend – Saturday April 22nd to be precise – when the focus will be on tackling important global environmental issues. This annual event, which began way back in 1970, encourages people across the world to help create a greener...
The cost-of-living crisis has had a knock-on effect on the UK’s lifestyle habits, with half of UK...
Last month, the world’s population hit 8 billion*. The number of people on the planet has more than...
For the past two weeks, world leaders and decision makers have gathered in Sharm El Sheikh, Egypt...
In his testimony before Congress in 1912, American financier and investment banker J.P. Morgan stated, “Gold is money. Everything else is credit.” He could not have known more than a century later his eponymous firm would swoop in to rescue from its...
2023 had a notably volatile start to the year, as equity markets reacted to an...
This article first appeared on professionaladviser.com on 28th February 2023 It’s human nature to...
This article first appeared on portfolioadviser.com on 29th November 2022 Whether it is roads,...
Market turmoil can distract us from what investing should be about: directing capital to companies that change our lives for the better. Tom Slater, manager of Scottish Mortgage Investment Trust, reflects on why in tough times, the best companies...
Financial markets currently face a number of formidable foes in the shape of rising interest rates,...
2022 was a tough year for public equity markets, especially UK small and mid (“SMID”) caps. Amidst a...
When it comes to Japan, conglomerates such as Sony, Hitachi and Mitsubishi, which have powered...