Autumn 2021: the funds gaining and losing their Elite Ratings
Following FundCalibre’s autumn investment committee, three funds have gained an Elite Rating from...
TM Crux UK Special Situations
Which funds were the winners in the vaccine bounce?
On 9 November 2021, global stock markets rallied in what was termed the ‘vaccine bounce’. Just seven...
Q3 2021: the recovery continues
At first glance, the top performing funds on FundCalibre this quarter are an eclectic bunch, with...
The UK equity funds beating the US stock market
The US made a late comeback to finish top of the medal table at the Tokyo Olympics. It may not have...
Value, inflation, energy and UK smaller companies on the rise in 2021
When it comes to investments, the first half of 2021 has been characterised by four significant...
How to invest through rising inflation
US inflation rose more than expected in April with the Consumer Price Index coming in at 4.2%...
Investment opportunities in artificial intelligence
It’s now week 38 of working from home for this FundCalibre employee. While I don’t miss the commute,...
Twelve funds to watch in 2021
As we start the New Year in a new lockdown, still with the hope that this could be the last major...
January sales: picking up the bargain shares
It’s that time of year again, when oversized handbags relinquish their function as a fashion...
2021: time to be ‘risk-on’ with equities and bonds
After a year like 2020, it seems almost foolish trying to predict what 2021 could hold in store. But...
Investing in the UK: how to “get it right”
Richard Penny, manager of TM CRUX UK Special Situations, tell us about the fund’s two main...
The rise of digital payments and how to invest
If you’re an avid reader of millennial money you’ll know Dot, my grandmother. She’s a remarkable 94...
Bank bonds: more popular than bank shares
Once the mainstay of most equity income portfolios, banks have had a torrid time over the past 10...
Moving house: uncovering investment potential
I’m sure someone, somewhere has done some research proving that moving house is stressful. It’s not...
Growth vs value: how much are you willing to pay?
On the whole, I don’t think lockdown has been too difficult for us – and it’s certainly been...