By inviting investor opinion annually into what categories they want this fund to include or exclude, ASI UK Ethical Equity can justifiably be held up as a best in class ethical fund. Manager Lesley Duncan and her team use these surveys to influence which sectors or companies are eliminated by the team’s investment screen. This means they are picking companies that truly reflect the values of their investors.
Read more about ASI UK Ethical Equity
Eva’s most recent research on climate change is available here.
Gary Kirk, co-manager of TwentyFour Dynamic Bond fund, talks to us about the outlook for interest rates and inflation. He explains subordinated bank bonds and asset backed securities and tells us why they are attractive for investors in today’s environment. For anyone wanting to learn more about fixed income and how it works, this podcast is highly...
A lot happened in 2020 and, to make sense of all that happened, FundCalibre’s Staci West breaks down the biggest topics of the year and most memorable moments. From the global pandemic to negative oil prices, the US election and UK dividends, she talks about the impact each had on our investments.
In an investment version of the game “Would you rather…”, Darius McDermott, managing director of FundCalibre and Chelsea Financial Services, gives his outlook for 2021. Discussing equities, bonds, commodities and technology, he gives his view on what areas of the market could do well next year and what areas may continue to struggle.