Fundcalibre

We caught up with Ben Peters and Chris Elliott, co-managers of Evenlode Global Income fund, following a recent trip to Japan, meeting companies and assessing the investment environment.

This week's episode looks at equity income investing and asks the question 'why do international investors shun UK companies?'

First imagine I have big wooden spoon, and I’m now stirring the already near-boiling-point Brexit pot…
Low interest rates and a 35-year bond bull market have led to ‘negative yields’ in some countries, meaning bond holders now have to pay certain EU governments for the privilege of lending them their money.
Find out more in todays article on FundCalibre

Darius takes a closer look at JOHCM Global Opportunities in FT Adviser 'Best in Class'. Investors have wanted to hedge their bets to protect themselves, but at the same time not miss out on any further market rises - and the result is that global equity funds have never had it so good.

Growth may be harder to come by but that need not be a reason for pessimism on UK equities. Darius looks at some UK smaller and mid-cap funds that have performed well despite a hit on profits within the sectors they invest in.

The Gresham House UK Micro Cap fund managed by Ken Wotton turns 10 on Sunday. To celebrate the occasion, we caught up with Ken to talk about some of his best and most successful picks over the time and asked how the team uses the AIM market to find new opportunities and how the quality of stocks on the AIM market has improved over the 10 years running the fund.

This year’s Eurovision Song Contest takes place this Saturday, 18 May, in Tel Aviv but before we settle down to a few hours of ‘guilty-pleasure’ viewing, we asked four Elite Rated European equity managers which countries are among their top holdings...

Darius gives fund suggestions for shifting sentiment, believing a return to value investing is possible but will depend on in­flation and the Fed’s response.

Our millennial money series looks at three common money scams, how to protect against them and lastly how to invest in cyber security for a better future.

Global equities have had a resurgence in popularity in recent months. According to the Investment Association, global funds were the best-selling sector in March 2019.
To help narrow down the choices, should you be considering investing yourself, we’ve selected five global equity funds demonstrating different characteristics which you may want to consider...

John Chatfeild-Roberts heads up the five-strong Merlin multi-manager funds team at Jupiter Asset Management, running Elite Rated Jupiter Merlin Balanced, Jupiter Merlin Growth and Jupiter Merlin Income, among other portfolios.
When John visited our offices we took the opportunity to to find out his current views on the world. Here’s what he had to say...

We're excited to announce the launch of 'investing on the go' our new weekly podcast!
Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we’ll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more.
You can subscribe on iTunes using the link below (or on Spotify using the link in the comments).

Investors should beware of following the herd because we might end up at the abattoir. More than 10 years into the longest bull market in history, Darius gives his views in Ian Cowie's latest article for The Times and The Sunday Times

We look at a few Elite Rated funds who are embracing digital transformation from Netflix to Tinder there's opportunities in a variety of sectors.

Do you know your carbon footprint? Find out here https://footprint.wwf.org.uk/#/ and then find out how we're cutting our investment carbon footprint

Hindsight is a wonderful thing, but do you know that a £200 per month investment by your parents could have bought you your first house at 25? We take a look at what might have been and how millennials could invest for a future home.

Read as Darius takes a closer look at one of the largest funds in the sterling corporate bond sector and is managed by one of the most well-known bond fund managers in the UK: it is the £2.7bn M&G Strategic Corporate Bond fund, managed since launched in February 2004 by bond guru Richard Woolnough. Financial Adviser

Ryan sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market".
We also find out where he's finding opportunities at the moment, particularly his thoughts on Japan and emerging markets.