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
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
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Rob Burdett to exit Columbia Threadneedle
Portfolio managers Kelly Prior and Scott Spencer also exit amid a restructure of the multi-manager team
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Open-ended property funds: Is the future hybrid?
Portfolio Adviser speaks to fund selectors about what the future of property investing will look like
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FundCalibre’s McDermott: Anti-obesity drugs will drive healthcare in 2024
Demand for GLP-1 medications is skyrocketing
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FundCalibre’s McDermott: Biodiversity central to unlocking the climate change megatrend
COP28 will set the themes that drive greater innovation in investing
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FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
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FundCalibre awards Elite rating and two Elite Radar badges
FP Carmignac Emerging Markets fund awarded Elite rating
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FundCalibre: Bottom and bounceback in sight for REIT investors
Analysts from German asset manager DWS made a bold prediction
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Why high yield is no longer the Wild West of bond markets
One area of the market is still being overlooked