FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
Darius McDermott
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FundCalibre: Infrastructure is on the comeback
‘Clear signs of a fightback’ as monetary policy returns
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The end of the peace dividend: Preparing for higher defence spending
Governments are upping their defence budgets as geopolitics become ever more problematic, writes FundCalibre’s Darius McDermott
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FundCalibre awards 12 ratings
Artemis, Baillie Gifford and M&G strategies were among those named in FundCalibre’s latest ratings roundup
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Do consumer staples deserve a place in portfolios anymore?
Consumer staples are a top allocation within many of the UK’s most popular funds, but the quality of the sector has deteriorated over the past decade
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FundCalibre: Have investors missed the gold mining rally?
With the shares price of gold miners surging recently, Darius McDermott asks whether the rally has come and gone, or is only getting started
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Chelsea’s McDermott: What the next government needs to do to boost Britain’s market
Any new government will need a bold vision to reinvigorate the UK stock market, writes Darius McDermott
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FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
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FundCalibre’s McDermott: The UK is a playground for value managers
Value investors in the UK have trumped the trend by beating growth – and the story is far from over, writes Darius McDermott
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Dan Nickols to retire: Will it be ‘business as usual’ for investors?
Fund selectors debate whether the strategy will change, and whether Jupiter has a ‘small-cap problem’
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Should investors be rethinking their technology exposure?
Technology exposure was essential over the past decade, but a more nuanced approach is necessary from here, writes Darius McDermott
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Are high yield investors in for a bumpy ride?
High yield bonds had a strong 2023 but the cracks are starting to show, writes FundCalibre’s Darius McDermott