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
Fundcalibre
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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
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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