FundCalibre is an advocate for good active management: finding fund managers and funds that can consistently outperform their peer group and their benchmarks. But outperforming year in, year out is very difficult and even the best investment...
Following its interim investment committee meeting, FundCalibre has awarded six...
There are plenty of investments that produce an income. From bond funds to...
Over the past decade, developed market equities, with cumulative returns of...
There are plenty of investments that produce an income. From bond funds to property funds, infrastructure funds to plain old UK equity income funds, the choice is vast. But when you are constructing a portfolio of funds that generate said income,...
2018 was a year to forget for growth investors. While many stock markets in the developed world hit...
Income-seeking investors will be pleased to hear that UK dividend growth beat expectations during...
Following a bumper year in 2017, global dividends have enjoyed a strong start to 2018, with growing...
Each year, we conduct research to identify the asset management companies that have the most consistently strong stock-picking fund managers. We look back over the past five years, to see which companies have shown they can add value for their equity...
February 2009 was a scary time for investors. In the aftermath of the global financial crisis, the...
As an avid football fan I’m used to the highs and lows of any season. As an investor I’m...
26 July 2018 marks six years since Mario Draghi, president of the European Central Bank (ECB), made...
Last year was not a good one for Far Eastern equities. As trade-wars escalated between the US and China causing uncertainty and raised tariffs, and the dollar remained strong as US interest rates rose, the stock market suffered losing 9%* of its...
Australia and New Zealand are not markets that not many UK investors would probably consider very...
Luxury car maker Aston Martin is the latest in a long line of companies to announce an IPO this...
A lot has happened in markets over the past 10 years. This time a decade ago, we were in the throes...
February 2009 was a scary time for investors. In the aftermath of the global financial crisis, the stock market had been falling for some 18 months and we were in the midst of the deepest UK recession since the Second World War. UK investors had seen...
On Monday 15th September 2008, I remember walking into the office, not knowing quite what to expect....
Over the last century there have only been two periods of time when global growth investing (looking...
Mergers and acquisitions (M&A) are accelerating. Believe it or not, $1.4 trillion worth of deals...
Over the past decade, developed market equities, with cumulative returns of 254%*, have significantly outperformed the 171%* returns of emerging market equities. However, a closer look at the data reveals that, over the last ten calendar years, the...
5 February 2019 marks the start of the Chinese Year of the Pig and, possibly, a prosperous 12...
What with President Trump’s continued efforts to inflict trade tariffs on any country that...
Among the biggest changes to emerge in the investment landscape over the past 10 years is the vast...
The theme for International Women’s Day 2019, which is celebrated on 8 March, is ‘Think equal, build smart, innovate for change.’ And it’s a very apt theme: differences in pay between men and women is a hot topic at the...
Jenny Jones, manager of Schroder US Mid Cap fund, has recently announced that she is retiring. So we...
It’s been a busy week in UK politics. As was widely expected, on Tuesday, parliament voted...
Six years ago, in December 2012, Shinzo Abe was formally elected prime minister of Japan and...
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...
FundCalibre is an advocate for good active management: finding fund managers and funds that can consistently outperform their peer group and their benchmarks. But outperforming year in, year out is very difficult and even the best investment...
My daughter’s favourite question at the moment is “Which superhero do you like best?” Her next...
While Jennifer Lopez once claimed that her ‘love don’t cost a thing’, many will be arguing the exact...
One of the unforeseen consequences of marrying a Fijian has been that I’ve had to learn to a)...
Following its interim investment committee meeting, FundCalibre has awarded six funds an Elite Radar and nine funds a full Elite Rating. The fund research at FundCalibre has a formal investment committee meeting twice a year. During the meeting the...
Each year, we conduct research to identify the asset management companies that have the most...
Schroders has announced that, after more than 16 years at Schroders and an investment career...
In its fifth year, FundCalibre has emerged as winner in the International Finance Awards 2018...
Millennials get a bad rap. If you’ve read Time magazine. you’ll know we’re the ‘me me me generation’: lazy, entitled, selfish and shallow – a generation of narcissists! While our parents, the Baby Boomers, embarked on social...
With Christmas nearly upon us, parents around the country* are using blackmail to encourage good...
When we talk about technology companies, the five most quoted are the FAANG stocks: Facebook, Apple,...
As consumers, we are getting better at minimising our impact on the environment: from cycling or...
Spending two weeks without the internet over Christmas was both a blessing and a curse. A blessing because life slowed to a manageable pace, and a curse because I suddenly realised that, without Google, my general ability to answer questions was very...
Infrastructure is all around us; roads, railways, airports, water, gas, electricity, oil and gas...
Believe it or not, it has now been 10 years since the domain name bitcoin.org was registered, and...
It’s that time of the year when us dads practise our ‘surprise’ face, in...