FundCalibre: Investing in the new Europe
The investment case for Europe has fundamentally changed after pivoting exports away from the US and building a more self-reliant economy
Fundcalibre
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FundCalibre: Dividends continue to grow as markets flounder
As US exceptionalism starts to crumble, the reliability of dividends is becoming more appealing, writes Darius McDermott
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FundCalibre: There’s still a strong investment case for sustainable investing
Environmental, social and governance (ESG) strategies have had a bad rap in recent years, but Darius McDermott says they still hold strong
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FundCalibre awards four Elite ratings, adds fund to radar
FundCalibre awards ratings to funds at Jupiter, Rathbone, M&G and Ranmore
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FundCalibre: The shifting fortunes of emerging market giants
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
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FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott
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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
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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