Fundcalibre

  • Evenlode and Schroders feature in new fund ratings watchlist

    Evenlode and Schroders feature in new fund ratings watchlist

    Fundcalibre launches ratings for funds with less than three-year track records

  • The latest funds to land a top Fundcalibre rating

    The latest funds to land a top Fundcalibre rating

    Ten more strategies land the top accolade from the fund research agency

  • Herd mentality leaving investors blind to value

    Herd mentality leaving investors blind to value

    In his latest commentary, GMO’s Jeremy Grantham warned investors that we could be entering a “market melt-up” phase of the current bull run which, according to many, is looking rather long in the tooth.

  • Five managers to watch in 2018

    Five managers to watch in 2018

    As the new year gets underway, Tony Yousefian, senior fund analyst at FundCalibre, identifies five fund managers to watch in 2018.

  • Three potential game changers in 2018

    Three potential game changers in 2018

    It’s that time of year: Santa rallies, market outlooks and crystal ball predictions of where the FTSE will end 2018 are the subjects du jour. So rather than buck the trend, Clive Hale suggests three potential game changers for 2018.

  • The assets to dominate 2018

    The assets to dominate 2018

    Emerging market equities and short duration corporate bonds are just two assets which should perform well in 2018 according to Fund Calibre’s Darius McDermott.

  • Clive Hale: Is bitcoin the new tulip?

    Clive Hale: Is bitcoin the new tulip?

    There seems to be no stopping the rising tide that has lifted every asset class – including bonds – since the market lows back in March 2009. I’ve been in this industry longer than some fund managers have been alive and I can’t remember a period like it, when everything went up together.

  • Three reasons you should start shorting now

    Three reasons you should start shorting now

    As investors fret about the demise of “the most unloved bull market of our lifetime,” now is the perfect time to start shorting according to FundCalibre’s managing director, Darius McDermott.

  • Black Monday: 30 years on, will history repeat itself?

    Black Monday: 30 years on, will history repeat itself?

    Glancing at the titles of my past few blogs, you could be forgiven for thinking I’m a ‘glass-half-empty’ kind of guy.

  • Mifid II: it’s not all costs, quality counts too

    Mifid II: it’s not all costs, quality counts too

    The Mifid II directive continues to dominate headlines, ahead of the all-important January deadline.

  • PA ANALYSIS: Should fund raters also answer to the CMA?

    PA ANALYSIS: Should fund raters also answer to the CMA?

    After the Financial Conduct Authority’s bombshell that it is referring the investment consulting industry to the Competition and Markets Authority (CMA), should the ratings agencies be concerned that they’re next in the firing line?

  • Will ETFs be the downfall of the US bull run?

    Will ETFs be the downfall of the US bull run?

    The summer has been a quiet one for markets (so far at least). Trading and volatility are low. Indeed, the VIX index recently recorded its longest ever run of nine days below 10.