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
Fundcalibre
-
-
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
-
Rob Burdett to exit Columbia Threadneedle
Portfolio managers Kelly Prior and Scott Spencer also exit amid a restructure of the multi-manager team
-
Open-ended property funds: Is the future hybrid?
Portfolio Adviser speaks to fund selectors about what the future of property investing will look like
-
FundCalibre’s McDermott: Anti-obesity drugs will drive healthcare in 2024
Demand for GLP-1 medications is skyrocketing
-
FundCalibre awards Aegon, Fidelity and Ninety One funds with ‘Elite’ rating
Seven strategies received the rating while four were awarded the ‘Elite Radar’ badge
-
FundCalibre’s McDermott: Biodiversity central to unlocking the climate change megatrend
COP28 will set the themes that drive greater innovation in investing
-
UK equities: Dinosaurs or desirable?
Darius McDermott and Martin Walker discuss whether investors are right to be spurning their domestic market as they leave the UK All Companies sector in droves
-
FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
-
FundCalibre awards Elite rating and two Elite Radar badges
FP Carmignac Emerging Markets fund awarded Elite rating
-
Fund selectors react to departure of Artemis co-managers Valenzuela and Young
FundCalibre has retained the £1bn Artemis Strategic Bond fund’s rating despite management overhaul
-
FundCalibre: Bottom and bounceback in sight for REIT investors
Analysts from German asset manager DWS made a bold prediction
