While diversity is a subject fund managers now regularly engage about with businesses, fund management companies themselves are still lagging behind. The result is that, if you have an investment ISA or a pension, the chances are most of your...
Unstable politics and Brexit played a key role in what was a difficult decade...
Valentine’s day: a day of romance, love and excitement for some. While many...
“They always say time changes things, but you actually have to change them...
Dividend growth from UK companies has been strong over the past decade and, at the moment, the UK stock market yields around 4.5% – almost 50% more than the MSCI World index. That makes it very attractive for income-seeking investors, but is...
While home-owners in the UK naturally focus on the Bank of England’s interest rate decisions,...
The UK has traditionally been a hotbed for dividend paying companies’ and UK equity income funds,...
After a decade of low interest rates and the Bank of England showing no signs of increasing them...
January had a rocky a start. Stock markets around the world – worried that the US central bank would go too far raising interest rates and put an end to global growth – had spent the previous two months or so in free-fall. The FTSE 100, having hit an...
The 21st century didn’t have a very auspicious start for the investment world. It began with the...
It’s the St Leger this Saturday – the oldest of Britain’s five horse-racing...
New research from the Association of Investment Companies (AIC) has ranked Elite Rated Jupiter...
While diversity is a subject fund managers now regularly engage about with businesses, fund management companies themselves are still lagging behind. The result is that, if you have an investment ISA or a pension, the chances are most of your...
“They always say time changes things, but you actually have to change them yourself.” The words of...
Love is definitely in the air this year. According to Finder, the comparison website, four out of...
While interest rates on cash have remained stubbornly low since emergency rates were introduced in...
Unstable politics and Brexit played a key role in what was a difficult decade for those investing in the UK in the 2010s. Both leading UK stock market indexes markedly underperformed global stock markets: the MSCI World index returned (201.2%)^...
UK dividends soared to a new record in 2019, but 2020 could see declines, according to the latest...
As I walked down Portobello Market recently I was immediately drawn to a couple selling candles. Did...
It’s almost three years since the UK’s decision to leave the European Union plunged the UK...
Believe it or not, emerging market bonds have outperformed emerging market equities over the past two decades. Over the first 20 years of the millennium, the average emerging market bond fund has returned some 479.57%, compared with 323.44% for the...
With government bond yields in the developed world remaining historically low for the foreseeable...
Negative headlines have dominated the sphere of emerging markets in 2019, with the region facing...
Earlier this month, the International Monetary Fund cut its estimate for India’s growth this year...
“Be cautious about corporate bonds in 2020. The margin of safety – or lack of one – means expected returns are low.” Those were the words of Jonathan Golan, fixed income manager at Schroders, at a dinner I attended last week. Schroders’ 2019...
With the general public and investors concerned as to the potential impact of the Coronavirus, we...
At 11pm on 31 January, the UK is set to leave the EU and the ‘transition period’ for Brexit begins....
Following the election result overnight, Darius McDermott, managing director of FundCalibre, gives...
How we shop has changed markedly over the past few years. I can remember trips to the high street with my girl friends being all-day, sociable affairs. These days, idly browsing in the shop is a rare treat as I’ve either got an unwilling...
After a surge in redemptions following the Brexit vote, many property funds were forced to suspend...
A number of fund management companies have suspended trading on their physical property funds....
Perhaps reflecting uncertainty in the asset class in the lead up to and following the UK’s...
Valentine’s day: a day of romance, love and excitement for some. While many romantics will stick to sending an anonymous card, others will spend a great deal of time, money and effort on the perfect present or date. As people around the world get...
Love is definitely in the air this year. According to Finder, the comparison website, four out of...
“Be cautious about corporate bonds in 2020. The margin of safety – or lack of one – means...
Earlier this week, I spent a whole three minutes applying, and being accepted, for a new credit...
Following our annual investment committee meeting, FundCalibre has awarded five new funds an Elite Radar rating. The Elite Radar is a special badge for funds whose managers may not have the minimum track record to gain a full Elite Rating, but which...
As the year draws to a close, FundCalibre has revealed the top 20 most viewed funds and trusts on...
Invesco has announced that Nick Mustoe is stepping down from his role of CIO and lead fund manager...
At the start of each year, we conduct an extensive piece of research to identify which fund...
It’s no secret I favour responsible and sustainable investing. But with so much jargon and abbreviations it can be hard to understand exactly what’s what amongst all the different options: from ESG to SRI, CO2 to SDGs, the terminology can be a bit...
Liontrust Monthly Income Bond doesn’t have the word ‘sustainability’ in its title,...
5 October 2019 marks the start of ‘Good Money Week‘, an annual campaign designed to...
A lot of talk about sustainability revolves around the impact of carbon dioxide (CO2) levels. But a...
Over Easter, I unfortunately found myself a victim of fraud. Now, I like to think I’m computer savvy, as do most millennials; I don’t store any card details and all my “big” accounts have unique passwords. What I didn’t foresee is Uber creating a...
Last week, FundCalibre hosted its annual fund manager ‘speed-dating’ event. However,...
Spending two weeks without the internet over Christmas was both a blessing and a curse. A blessing...
Infrastructure is all around us; roads, railways, airports, water, gas, electricity, oil and gas...