Darius McDermott: Is it time for investors to go defensive?
‘Now is the time to be a little more cautious – balance and diversification are a must’
Author: Darius McDermott, managing director, FundCalibre
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Darius McDermott: Why the UK small and mid-cap story is as strong as ever
FTSE Small-Cap has risen 111% since last March, compared with 75% for the FTSE 250
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Darius McDermott: Tapping into an economic restart
‘We are approaching an economic restart, not an economic recovery’
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Darius McDermott: Be ready to hedge your bets on undervalued UK
‘Trying to figure whether growth, value or income is the best horse to bet on is no easy task’
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Darius McDermott: Being defensive on dividends
‘History shows dividend recessions can take longer to recover from’
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Darius McDermott: Four rock-solid equity income funds for 2021
The pandemic, Brexit and a new US president mean hunger for a sustainable income will be as strong as ever
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Darius McDermott: Value investing finally has a pulse
‘I am not rushing to remove any of the value funds in our portfolios’
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Darius McDermott: Can we trust the recovery in emerging markets?
EM has concentration and valuation issues but growth opportunities exist with the right manager
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Darius McDermott: Four go-anywhere funds for your portfolio
The strategies taking advantage of sectors that have flourished because of Covid
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Darius McDermott: Could the gold price really hit $3,000?
Gold has never looked so attractive but that is now showing in the price
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Darius McDermott: Do US equities really offer value?
The five largest stocks in the S&P 500 have driven the US market for the past 25 years
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Darius McDermott: Property should not be a dirty word for investors
Could the expectation that people work from home more as a result of the pandemic be a knee-jerk reaction?