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
Fundcalibre
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FundCalibre awards Elite rating, puts two funds on radar
Regnan Sustainable Water and Waste fund gains Elite rating
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Small caps: The rise of the pocket rockets
Almost 200 smaller companies beat the ‘magnificent seven’ last year, despite big tech hogging the limelight
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FundCalibre: Infrastructure is on the comeback
‘Clear signs of a fightback’ as monetary policy returns
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Four views: Are better times ahead for global listed infrastructure?
Portfolio Adviser asks four experts if a more supportive environment is on the horizon
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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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FundCalibre: The future of key UK sectors under Labour
With Starmer now in Downing Street, Darius McDermott examines the potential winners and losers
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Witan Alliance merger ‘best-fit outcome’, but questions raised over WTAN’s trust holdings
Some 8% of Witan’s portfolio is invested in other trusts
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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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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