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
Fundcalibre
-
-
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
-
FundCalibre awards Elite rating, puts two on Radar
Invesco Bond Income Plus Limited trust given Elite rating
-
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
-
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’
-
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
-
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