UK inflation rose to 9% in April, its highest level in 40 years and almost double the rate the Bank of England expected six months ago. Modupe Adegbembo, G7 Economist at AXA Investment Managers, believes this will be the peak. However, she also said...
All life, and all economies, depend on healthy ecosystems. Why? Because nature...
Over the past few years, investors have started to focus not just on investment...
Marcus Phayre-Mudge has been involved in property investment since 1992. He has...
UK inflation rose to 9% in April, its highest level in 40 years and almost double the rate the Bank of England expected six months ago. Modupe Adegbembo, G7 Economist at AXA Investment Managers, believes this will be the peak. However, she also said...
It has been a pretty lucrative start to the year for shareholders, with UK companies having paid...
With so much uncertainty in the world today, it’s natural that investors may be undecided about...
When prices are rising, it’s important that income investors have a growing income stream that can...
It’s been a rocky start to the year for investors to say the least. The rotation from growth to value strategies continued in January as world economies opened up, before persistently high and climbing inflation started to grab the headlines. The...
It’s been a difficult start to the year for markets. January saw both growth strategies and bond...
Morgan Stanley knocks Baillie Gifford off the top spot Having been pipped to the post in 2021,...
As we start a new year, FundCalibre’s research team takes a look at the funds and trusts we should...
Investing in Japan has been one long rollercoaster for investors – with last year being no exception. Not only did Japanese equities fall 5% (at a time when global equities returned 23%)*, but we also saw change from a political perspective as Shinzo...
China has seen unprecedented daily outflows of capital in recent weeks, according to data from the...
The Baillie Gifford Japan Trust is now 40 years old. When it was launched, the Japanese stock market...
FundCalibre has 22 Elite Rated and Radar funds and trusts investing in Asia ex Japan equities – an...
Will there be a recession in the UK? This is the question on everyone’s lips as the cost of living continues to soar and consumer confidence tumbles. More than 90% of people are now paying more for food, energy bills, and fuel, according to figures...
In the investment world, being promoted to the FTSE 100 is the equivalent of reaching the Premier...
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...
Global stock markets have certainly been through the wringer since the start of 2022, with Russia’s invasion of Ukraine having had a devastating effect. In fact, research by fund manager Schroders reveals market valuations have fallen the most in...
Backed by one of the largest emerging market research teams, Austin Forey, manager of JPMorgan...
Emerging market equities have certainly given investors a volatile ride over the past 20 years – but...
Emerging market bonds have had a pretty mixed year so far. Those that are issued in ‘hard currency’...
Until very recently, defence companies were a bit of a taboo subject in the investment world. Labelled ‘sin stocks’, they were lumped together with the likes of alcohol, tobacco and gambling firms, and screened out of many portfolios due to their...
After a two-year hiatus, FundCalibre hosted one of its popular ‘speed-dating’ events this week –...
We are less than a quarter of the way through 2022 and already it has been a year characterised by...
Whisper it quietly, but this year’s summer holiday could be back on! The relaxation of Covid-19...
Marcus Phayre-Mudge has been involved in property investment since 1992. He has been co-manager of BMO European Real Estate Securities fund since its launch in 2010 and has also run the Elite Rated TR Property Investment Trust since 2004. He is...
Whether it is gas, petrol, copper or shipping – the last few months of 2021 have been all about...
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...
It’s been a long and painful decade, but are we finally getting the prolonged rally that every value manager has been praying for? In the past 10 years, value rallies have become increasingly violent, with the most recent being no exception. In fact,...
Investors have withdrawn more than £2.5bn from fixed income funds in the first two months of this...
Bond funds haven’t enjoyed a great start to the year. The average UK Gilt fund is down 7.2% over the...
Ned Naylor-Leyland has managed the Jupiter Gold & Silver fund since it launched in 2016. Ned...
Following its Winter investment committee, FundCalibre has awarded ten Elite Ratings and four new Elite Radar badges. A further three funds lost their ratings in the review. Seven newly Elite Rated funds: VT Gravis Clean Energy Income This fund is a...
Following FundCalibre’s autumn investment committee, three funds have gained an Elite Rating from...
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...
All life, and all economies, depend on healthy ecosystems. Why? Because nature loss contributes to climate change, endangers human health and affects livelihoods. Without biodiversity, we cannot have the healthy ecosystems that we rely on to provide...
Over the past few years, investors have started to focus not just on investment returns, but on how...
Buying a house is off-limits to many, thanks to rising rents, pay freezes and a general lack of...
The renewable energy drive has formed a large part of the UK government’s “Build Back Better” plans...
Sterling corporate bond fund managers have had a challenging time of late, with the average fund down almost 8% over the first few months of the year*. Investors have also become less enthusiastic about the sector, with £341.6m of net outflows seen...
Last month, legendary investor Warren Buffett announced his biggest deal in six years. Digging into...
Farming isn’t usually a subject I find myself talking about. Yes, I’ve watched Clarkson’s Farm and...
An Apple a day is supposed to keep the doctor away and Apple shares are certainly doing their part...
European Opportunities Trust offers investors access to a high conviction portfolio of European equities with a bias towards medium and larger companies. Formerly known as the Jupiter European Opportunities Trust, it was renamed at its annual general...
The Association of Investment Companies (AIC) published the latest list of 17 dividend heroes last...
Schroder British Opportunities was launched December 2020 in response to the Covid-19 pandemic...
It’s been a difficult few years for income investors. After a decade of record low interest rates,...