FundCalibre: Bottom and bounceback in sight for REIT investors
Analysts from German asset manager DWS made a bold prediction
Analysts from German asset manager DWS made a bold prediction
One area of the market is still being overlooked
Darius McDermott of FundCalibre considers some investment trust plays
Banks, semiconductors and ‘green capex’ offer some appealing opportunities on the Continent
In choppy and uncertain markets, absolute return funds offer potential for positive returns
Is it time for a renaissance in domestic market interest?
There is an element of investors having to roll with the punches, says FundCalibre MD
There is no doubt we tend to highlight the negatives and overlook the positives, he says
As a low beta, defensive asset class its attractions are not new
They play a multi-faceted role within portfolios and, despite a few short-term headwinds, it’s impossible to deny the strength of the story
It has been oversold to the point where some tech now looks particularly attractive
Chelsea Financial Services MD talks US exposure, investing in SMEs and the perils of ignoring dividends