FundCalibre in the press

June 2024

Industry calls for next government to scrap stamp duty on UK shares and simplify ISA regime – Investment Week, 3 June 2024
Four reasons to back emerging markets from here – Trustnet, 4 June 2024
Wider range of sustainable fund strategies needed – Professional Paraplanner, 5 June 2024
Three UK investment sectors to watch this election season – Money Week, 6 June 2024
What will be the catalyst for real assets? – Professional Adviser, 7 June 2024
Money market funds- what are they and can they be a better option for parking your cash than a savings account?– This Is Money, 10 June 2024
Think you’re globally diversified? Think again as the largest 10 funds are hugely correlated – Your Money, 14 June 2024
Follow our experts’ guide- and you too can be a property baron – Daily Mail & This Is Money, 15 June 2024
Emerging market funds face a difficult balancing act– Investors’ Chronicle, 21 Jun 2024
Eight bargain investment trusts that could bring YOU returns of up to 90% over five years – The Mail on Sunday & This Is Money, 23 June 2024

May 2024

Fund managers increasingly optimistic on gold – FT Adviser, 1 May 2024
Why valuations should not block India’s investment case – Trustnet, 1 May 2024
Deep Dive: REIT sector focus matters even as sharp discounts abound – Investment Week, 3 May 2024
Unpacking ESG’s challenges, controversies and opportunities– Money Marketing, 8 May 2024
Triple lock to triple threat- Investment ideas for an aging population – YourMoney, 9 May 2024
“Can my £1mn cash pile fund an early retirement?”– Investors’ Chronicle, 10 May 2024
Deciphering UK Equity Income: Insights from City of London investment trust manager – The AIC website, 13 May 2024
Five value funds your portfolio is probably missing – Interactive Investor, 14 May 2024
The UK is a playground for value managers – Portfolio Adviser, 16 May 2024
M&G vs Invesco: Equity Income – Fund Selector Asia, 17 May 2024
The funds to dip your toes back into smaller companies – Trustnet, 17 May 2024
FundCalibre awards Elite Rating, puts two on Radar – Portfolio Adviser, 20 May 2024
Six big bubbles to avoid and six value opportunities – Trustnet, 23 May 2024
Worried about AI taking your job? Invest in miners to beat the robots – The Telegraph, 23 May 2024
Change at the top – AJ Bell, 30 May 2024
Is China uninvestable or compelling value?– Professional Paraplanner, 30 May 2024

April 2024

Should you stick major banks like Barclays and HSPC into your Isa? There are bargains for bold investors – Daily Mail Online & This Is Money, 2 April 2024
Should you prioritise generating income for your Isa?– This Is Money & MSN, 2 April 2024
Is the future still magnificent for large-cap stocks – FT Adviser, 3 April 2024
Funds for junior ISAs to profit from long-term trends– Trustnet, 4 April 2024
GB ISA panel: Success for UK equities will be in the details – Investment Week Round Table, 4 April 2024
How much of a bargain is the UK?– Asset Allocator Podcast, 4 April 2024
Will investment trusts flee the country over cost disclosure? – City AM, 8 April 2024
Best value opportunities at the start of a new tax year– Interactive Investor, 8 April 2024
Why I’m backing the British underdogs– The Telegraph, 12 April 2024
Fund managers expect US Reits to shine with rates cuts on horizon– Citywire, 15 April 2024
Should investors be rethinking their technology exposure?– Portfolio Adviser, 23 April 2024
European equities: Why you need more than a GRANOLA-based stock diet – Octomembers, 23 April 2024
Why investors should consider UK equity income – Saving4Savvy Mums, 23 April 2024

March 2024

Why global equity income funds can continue their rich vein of form – Trustnet, 4 March 2024
Spring Budget 2024: Investment trusts push for fee disclosure changes – City AM, 4 March 2024
Why investors can’t outrun” slow-moving demographics – Professional Adviser, 7 March 2024
Allianz, Guinness and Nordea top FundCalibre asset manager rankings – Portfolio Adviser, 12 March 2024
Fates of high-yield and investment-grade bonds could reverse in 2024 – FT Adviser, 14 March 2024
How many funds is too many in the ideal investment portfolio? – The Telegraph, 14 March 2024
I’ve lost my confidence- how do I invest my £2.5mn in cash? – Investors’ Chronicle, 15 March 2024
I love bling, but do I like gold as an investment? – The Times, 23 March 2024
Where you can invest your money – Evening Standard, 26 March 2024
Why it’s time to think small as the Isa deadline looms – Daily Express, 27 March 2024

February 2024

Investing in a multi-polar world – FT Adviser, 2 February 2024
What are bonds, how do they work, and how do you buy them?– The Telegraph & Yahoo! News, 2 February 2024
Your guide to investing in the US stock market – Your guide to investing in the US stock market, 3 February 2024
How to invest like a fund manager: the sectors pros are backing– The Sunday Times, 4 February 2024
Will China roar for investors as it enters Year of the Dragon– MoneyWeek, 8 February 2024
How to build the perfect investment portfolio – The Telegraph, 9 February 2024
ISA tips: around the world in eight funds and trusts in 2024 – Interactive Investor, 14 February 2024
Expect more real estate investment trust mergers as the age of the ‘big box behemoth’ dawns – CITY AM, 18 February 2024
How big an impact could global elections have on portfolio allocations in 2024? – Investment Week, 19 February 2024
Anti-obesity drugs will drive healthcare in 2024 – Portfolio Adviser, 20 February 2024
Deep Dive, Uncertain economic outlook boosts case for blended portfolios– Investment Week, 23 February 2024

January 2024

How to invest like a pro in 2024 – The Telegraph & Yahoo! News, 2 January 2024
Oil price drops obscure the case for energy stocks– Trustnet, 3 January 2024
Navigating the complexity within ESG and Human Rights – Professional Paraplanner, 6 January 2024
The funds that made and lost the most money in 2023– Portfolio Adviser, 8 January 2024
A perfect portfolio to play markets defensively in 2024– Trustnet, 10 January 2024
Since you ask… – Daily Mail, 13 January 2024
Tapping into the January investment sales – YourMoney, 15 January 2024
Where will ESG product demand be in 2024? – ESG Clarity, 15 January 2024
How to invest in the age of high interest rates – The Sunday Times, 21 January 2024
Who wins from a declining US dollar? – Trustnet, 25 January 2024

December 2023

Defensive plays: How to thrive in a market full of surprises– Professional Paraplanner, 2 December 2023
Sustainable funds are down but not out – FT Adviser, 6 December 2023
Biodiversity central to unlocking climate change megatrend– Portfolio Adviser, 11 December 2023
Head-to-head: Franklin Templeton versus Man GLG – Fund Selector Asia, 12 December 2023
Unpredictable: Where should investors turn to in 2024? – Professional Adviser, 13 December 2023
Is it worth investing in silver, lithium and other precious metals that are not gold? – This Is Money, 15 December 2023
Is AI a bubble?– Money Marketing, 15 December 2023
Interest rate expectations to shape the path for private markets in 2024 – Investment Week, 18 December 2023
Sector in review: IA £ Strategic Bond– International Advisor, 20 December 2023
Making friends and money: what does a recovery in China look like? – FT Adviser, 22 December 2023

November 2023

Premier Miton strikes deal to buy Tellworth Investments– Citywire Wealth Manager, 1 November 2023
How to invest in China – Simple Money Tips, 2 November 2023
There’s more to come from backing bonds– Money Marketing, 3 November 2023
The experts’ perfect fund pairings for investing in Japan – Trustnet, 9 November 2023
Unmasking the opportunities and risks of the “Magnificent Seven” – Portfolio Adviser, 14 November 2023
UK stocks may not be a Black Friday bargain– The Times, 18 November 2023
The best US funds that own more than tech– Investors’ Chronicle, 21 November 2023
Why a green pension is the best way to cut your carbon footprint? – Octomembers, 24 November 2023
Where to shop for “bargain UK small caps – Daily Mail, 25 November 2023
Bond market: Forget the crystal ball and focus on the easy win – Professional Adviser, 28 November 2023

October 2023

UK equities: Finally more compelling than contentious– Money Marketing, 2 October 2023
Good Money Week: Ten investment funds helping you make a positive impact – Your Money, 2 October 2023
How investable are Chinese equities right now?– FT Adviser, 5 October 2023
Forget sentiment- why these UK portfolios are just cheap full stop – Trustnet, 10 October 2023
Are UK small-caps too attractive to ignore – Octomembers, 13 October 2023
UK equities: dinosaurs or desirable? – Portfolio Adviser magazine, 1 October 2023
Can India continue to defy valuation fears?– Professional Paraplanner, 17 October 2023
Back of the NAV podcast – Portfolio Adviser podcast, 19 October 2023
The perfect global and US fund combinations to avoid overlap – Trustnet, 23 October 2023

September 2023

Relationship goals? Try loving long-term investing– YourMoney, 1 September 2023
The US funds and trusts that have beaten the S&P 500 since the financial crisis – Trustnet, 6 September 2023
Top 50 funds 2023 – Investors’ Chronicle, 8 September 2023
Bring on the next stock market crash! Why some investors love it when share prices fall – The Sunday Express, 10 September 2023
US Portfolio manager Clare Hart to retire from JP Morgan AM – Investment Week, 13 September 2023
Why gold could get its shine back in 2024 – Portfolio Adviser, 13 September 2023
As investors flock to easy mixed asset funds, should you? – The Mail on Sunday, 17 September 2023
FundCalibre Elite Radar: TB Amati Strategic Metals – The Mail on Sunday, 17 September 2023
Keep an eye on the future star fund managers – Investors’ Chronicle, 27 September 2023

August 2023

How to invest in property without being a landlord– The Times, 5 August 2023
US Big tech bulls are back on the rampage – Daily Mail & This Is Money, 5 August 2023
Deep Dive: US dollar dominance remains despite “loss of trust ” – Investment Week, 11 August 2023
Fidelity, Invesco and Liontrust among funds awarded Fundcalibre ‘Elite’ rating
– Portfolio Adviser, Investment Week & IFA Magazine, 17 August 2023
Why I’m talking about fantasy football later than everybody else! – Octomembers, 24 August 2023

July 2023

Funds that add spice to your global tracker portfolio– Investors’ Chronicle, 4 July 2023
Don’t put all your nest eggs in one basket now cash savings earn up to 6% – here’s why you should STILL keep on investing – Daily Mail & This Is Money, 8 July 2023
Three top investment trust picks in the specialist sectors– Portfolio Adviser, 18 July 2023
Why UK corporate bonds are very much back on the agend a – FT Adviser, 19 July 2023
How to benefit from the Artificial Intelligence boom – Professional Paraplanner, 24 July 2023

June 2023

The evolution of fund engagement– ESG Clarity, June 2023 issue
Minimising risk with multi-asset – TrustNet, 1 June 2023
Investing for the bold- time to take some risk– The Times, 3 June 2023
Don’t fear the AI revolution – The Mail, 10 June 2023
European equities offer more than a China play – Portfolio Adviser, 15 June 2023
Where in the world should you invest next? – The Times, 17 June 2023
The best funds for tech stocks (outside of the US) – Investor’s Chronicle, 20 June 2023
Going global for active opportunity – Octomembers, 26 June 2023

May 2023

April not the cruellest month for UK companies – Portfolio Adviser, 2 May 2023
Should you shelter from the financial storms by joining the dash for safe haven funds that pay 4%?– The Mail+, 7 May 2023
Six funds gain “ Elite” FundCalibre rating – Investment Week, 11 May 2023
How to make as much money as possible from your pension in your 20s to 60s – inews, 18 May 2023
You could get onboard while airline shares surge – The Mail+, 20 May 2023
Does UK equity income sector work amid periods of high inflation?– FT Adviser, 31 May 2023

April 2023

Japan: new Governor, new opportunities? FundCalibre’s Darius McDermott shares his analysis plus 5 fund picks to consider – IFA Magazine, 3 April 2023
After a dismal decade, emerging markets may be a good bet– The Sunday Times, 9 April 2023
Blog: Investing in the world’s happiest places – YourMoney, 13 April 2023
The lure of Asian dividends – Money Marketing, 27 April 2023
Tech investing in a higher rate era (webinar) – Investors’ Chronicle, 27 April, 2023
Give yourself the beauty treatment – The Mail+, 29 April 2023

March 2023

BLOG: Seven fund ideas to invest with a clear conscience this ISA season – YourMoney, 2 March 2023
Mix and match investments to weather all the storms– The Times, 8 March 2023
Put down the screwdriver and invest in the DIY sector instead – The Sunday Times, 12 March 2023
The experts’ favourite dividend heroes to add to your ISA portfolio– Trustnet, 16 March 2023
Investors shouldn’t panic-sell financials funds – Investors’ Chronicle, 22 March 2023
Is now the time to invest in biotechnology?– FT Adviser, 23 March 2023

February 2023

British stocks near record highs- but experts say they’re cheap to buy at these prices– Daily Telegraph, 1 Feb 2023
Gold has proven its mettle for long term investing – FT Adviser, 6 Feb 2023
BLOG: 8 funds to fall in love with this Valentine’s Day – YourMoney, 9 Feb 2023
FundCalibre awards five Elite Ratings to funds – Investment Week, 13 Feb 2023
Four ways to invest in Japan in 2023 – Portfolio Adviser, 16 Feb 2023
As the FTSE 100 passes the 8,000 mark are UK stocks still cheap and a good buy – or is now the time to sell at a high?– This Is Money, 17 Feb 2023

January 2023

Global Markets 2023: Investment prospects for US, China and overseas funds to watch– Daily Mail, 2 Jan 2023
The funds that benefit from higher interest rates – Investors’ Chronicle, 12 Jan 2023
Why China may be investors’ best bet in 2023 – Daily Telegraph, 21 Jan 2023
How to play the emerging markets turnaround – Money Marketing, 22 Jan 2023
How much cash should investors hold? Emergencies, buying opportunities, loss avoidance… the best strategies in current markets revealed – This Is Money, 27 Jan 2023

December 2022

How are consumers’ green habits changing amid cost-of-living-crisis? – ESG Clarity, 2 Dec 2022
Bonds are back: how to invest for income – The Times, 4 Dec 2022
The best trusts and funds for the year ahead – Master Investor, 4 Dec 2022
Positive signs for 2023 after a year of living desperately – The Sunday Express, 18 Dec 2022
Young fundpicker: Navigating risk and opportunities in emerging markets – Investment Week, 22 Dec 2022
BLOG: Why you might consider investing in a trust – YourMoney, 30 Dec 2022
What will 2023 bring for investors? – Daily Mail, 31 Dec 2022

November 2022

What the record interest rate increase means for your pension– Daily Telegraph, 3 Nov 2022
How to invest in a recession – Forbes Advisor, 3 Nov 2022
There is no ‘free lunch’ in bond investing – FT Adviser – podcast, 16 Nov 2022
How can I grow my children’s nest eggs ethically? – Investors’ Chronicle, 18 Nov 2022
The 8 billion dollar question:how to invest in the population boom – The Times, 20 Nov 2022

October 2022

Best Funds to Beat Inflation – Evening Standard, 4 Oct 2022
Have macro funds delivered the goods?– Investors’ Chronicle, 7 Oct 2022
How to invest in times of turbulence – Daily Mail, 8 Oct 2022
Is quality investing the long term answer to uncertain markets? – Octomembers, 14 Oct 2022
How to choose a diversified global equity fund – FT Adviser, 21 Oct 2022
Divide and conquer for commodities exposure – Portfolio Adviser, 26 Oct 2022
India stock market is beating the world – Daily Express, 26 Oct 2022

September 2022

What Clients need to know about bonds– FT Adviser, 1 Sept 2022
Stocks & Shares: Is now the time to buy the dip?– Forbes, 5 Sept 2022
Hidden monthly gem marks five-year track record – Professional Paraplanner, 7 Sept 2022
Top 50 funds – Investors’ Chronicle, 9 Sept 2022
Shuffle your portfolio to survive a harsh winter – The Mail on Sunday, 10 Sept 2022
Deep Dive: Global ESG equities set to benefit from energy transition drive – Investment Week, 23 Sept 2022

August 2022

The growth funds that might bounce the highest when markets recover – Trustnet, 1 Aug 2022
How we allocate to global equities – Portfolio Adviser, 4 Aug 2022
The ten investment questions you really should be asking – The Times, 13 Aug 2022
Five smart ways to protect your wealth as inflation soars – Yahoo Finance, 17 Aug 2022
How to invest in Asia without China – Investors’ Chronicle, 24 Aug 2022
How to inflation-proof your portfolio – YourMoney, 30 Aug 2022

July 2022

Sector report: Tickets for the Japan rollercoaster are getting cheaper – Professional Paraplanner, 1 Jul 2022
Stock markets suffer double digit drops in first half of year – FT Adviser, 5 Jul 2022
Deep Dive: Global equity income funds pick inflation winners – Investment Week, 8 Jul 2022
Absolute return giants fail to pass muster in volatile H1 – Portfolio Adviser, 13 Jul 2022
Is going global the best way to defend in uncertain times? – Octomembers, 18 Jul 2022
Investor Views: ‘My Inflation Beating Strategy’ – Morning Star, 21 Jul 2022

June 2022

Investing for cleaner water – Your Money, 30 Jun 2022
Five different ways to invest in Asia – Professional Adviser, 30 Jun 2022
US equities: cut your losses or invest more money? – IFA Magazine, 27 Jun 2022
How to invest ahead of a recession, from picking quality firms to looking at gold – iNews, 25 Jun 2022
Making sense of playing defensive – Money Marketing, 22 Jun 2022
The megatrend you ignore at your peril – Octomembers, 17 Jun 2022
India – and the choice between valuations and long-term growth – Trustnet, 14 Jun 2022

May 2022

Best Funds To Beat Inflation – Forbes, 30 May 2022
Fund review: Murray Income Trust tries to ignore all the noise and focus on quality – iNews, 27 May 2022
Is there any hope for corporate bonds? – Portfolio Adviser, 24 May 2022
Industry asks ‘what sort of culture HSBC is breeding’ in wake of Stuart Kirk suspension – Investment Week, 23 May 2022
Hunting for value around the world – Investors’ Chronicle, 17 May 2022
Best in Class: M&G Global Listed Infrastructure – FT Adviser, 12 May 2022

April 2022

Best in Class: Baillie Gifford Japan Trust – FT Adviser, 26 Apr 2022
ASI Latin American Equity looks for strong management and balance sheets – iNews, 20 Apr 2022
Japan – a safe haven? – Professional Adviser, 14 Apr
Rathbone Global Opportunities: Should you buy, hold or fold? – Trustnet, 7 Apr 2022
Should investors prep for rerun of 1970’s-style stagflation? – Portfolio Adviser, 6 Apr 2022
Low-risk alternatives to sitting on cash – Investors Chronicle, 4 Apr 2022
Funds to Watch: Sanlam Asia Pacific Artificial Intelligence – What Investment, 1 Apr 2022

March 2022

LF Montanaro European Income has a simple philosophy of investing in companies you understand – iNews, 30 Mar 2022
How to invest if you’re aiming to buy your first house – Trustnet, 28 Mar 2022
Reassess UK value funds to get the best returns – Investors Chronicle, 25 Mar 2022
Best in Class: LF Ruffer Diversified Return – FT Adviser, 23 Mar 2022
Four ways adventurous investors can boost their ISA – Yourmoney, 18 Mar 2022
Fund review: SVS Church House Tenax Absolute Return Strategies does exactly what it says on the tin – iNews, 11 Mar 2022
Best in Class: BlackRock Corporate Bond – FT Adviser, 4 Mar 2022

February 2022

Morgan Stanley ranked top stock-pickers in Fundcalibre’s 2021 index – Portfolio Adviser, 21 Feb 2022
Best in Class: A promising Indian fund – FT Adviser, 17 Feb 2022
Is the UK the place to be in an increasingly inflationary world? – IFA Magazine, 11 Feb 2022
China’s been a terrible bet, so it’s time to buy – The Times, 5 Feb 2022
Best in Class: Aberdeen Standard SICAV I – Global Mid-Cap Equity – FT Adviser, 2 Feb 2022
Year of the Tiger: 4 Drivers for Stocks – Morning Star, 1 Feb 2022
At what point are UK equities a screaming buy? – Professional Planner, 1 Feb 2022

January 2022

Best in class: TB Amati UK Smaller Companies – FT Adviser, 20 Jan 2022
Why the infrastructure story is as strong as ever – Money Marketing, 20 Jan 2022
Flexibility will be key in bond markets in 2022 – Portfolio Adviser, 14 Jan 2022
Is it time to rebalance your investment portfolio? – YourMoney, 13 Jan 2022
Fund Review: M&G Episode Income – iNews, 12 Jan 2022
Funds to watch in 2022 – IFA Magazine, 6 Jan 2022
Best in class: TB Evenlode Global Income – FT Adviser, 6 Jan 2022
Stock Picks: Bargain hunters – What Investment, 1 Jan 2022

December 2021

Where the experts say they will be investing their money in 2022 – This is Money, 26 Dec 2021
Five investment trusts for 2022 – YourMoney, 23 Dec 2021
‘Traditional’ risks return for income investors after a decade – FT Adviser, 15 Dec 2021
Best in Class: Allianz China A-Shares – FT Adviser, 7 Dec 2021
The outlook for 2022? Ask me next year! – IFA Magazine, 6 Dec 2021
How you can cash in on the private equity boom – The Times, 5 Dec 2021
Abrdn’s £1.5bn Interactive Investor deal looks richly valued – Portfolio Adviser, 2 Dec 2021
Sector Considerations: Inflation – Professional Paraplanner, Dec 2021

November 2021

If UK equity income funds were golf clubs – Octomembers, 23 Nov 2021
The diverse art of property investing – Your Money, 18 Nov 2021
Best in Class: Nomura Global Dynamic Bond – FT Adviser, 16 Nov 2021
Multi-manager trailblazer Gary Potter retires from fund management – Portfolio Adviser, 15 Nov 2021
Best in Class: Artemis Target Return Bond – FT Adviser, 9 Nov 2021
Reasons to consider Indian equities this Diwali – IFA Magazine, 2 Nov 2021
Fund managers’ biggest concerns this winter – Professional Paraplanner, 1 Nov 2021

October 2021

Fund review: Artemis Income – inews, 27 Oct 2021
The balancing act – Investment week, 11 Oct 2021
Key barriers push investors away from ESG – Professional Planner, 5 Oct 2021
Best in Class: AXA Framlington UK Mid Cap – FT Adviser, 5 Oct 2021
Where next for commodities? – Professional Paraplanner, 1 Oct 2021

September 2021

Is China an investment option you can trust? – YourMoney, 22 Sep 2021
Best in Class: SVM UK Opportunities – FT Adviser, 7 Sep 2021
HEAD-TO-HEAD: GAM versus Guinness – Fund Selector Asia, 3 Sep 2021
Revealed: The winners of our 2021 fund awards – FT Adviser, 2 Sep 2021
Sector considerations – Professional Paraplanner, 1 Sep 2021

August 2021

Nine funds and trusts gain an Elite Rating from FundCalibre – IFA Magazine, 17 Aug 2021
Equity funds dominate FundCalibre summer review with either new ratings – Investment Week, 17 Aug 2021
We cannot ignore the biodiversity threat any longer – YourMoney, 16 Aug 2021
Four funds for forgotten mid-caps – Trustnet, 5 Aug 2021
Should we still be investing in super-expensive tech stocks? – iNews, 4 Aug 2021
Best in Class: RWC Global Equity Income – FT Adviser, 3 Aug 2021

July 2021

How to tell if the US stock market bubble is bursting – The Times, 31 Jul 2021
Best in Class: BMO Responsible Global Equity – FT Adviser, 20 Jul 2021
Investing long term in China – Professional Paraplanner, 13 Jul 2021
A guide on how investors can protect against inflation – Interactive investor, 8 Jul 2021
Best in Class: Murray Income Trust – FT Adviser, 6 Jul 2021

June 2021

Best in Class: Close Managed Income – FT Adviser, 25 Jun 2021
Another perfect advert for strategic bonds – Professional Adviser, 23 Jun 2021
Small companies thrive under the new world order – Sunday Times, 20 Jun 2021
Greenwashing fears as investors demand environmental funds – Capital.com, 10 Jun 2021
Best in Class: Barings Europe Select Trust – FT Adviser, 1 Jun 2021

May 2021

How to consider future generations when passing on wealth – FT Adviser, 20 May 2021
How to indirectly invest in IPOs through investment trusts – Interactive investor, 18 May 2021
Best in Class: Janus Henderson European Selected Opportunities – FT Adviser, 11 May 2021

April 2021

Best in Class: FSSA Japan Focus – FT Adviser, 27 Apr 2021
Why the UK small and mid-cap story is as strong as ever – Portfolio Adviser, 27 Apr 2021
Best in Class: Schroder Global Recovery – FT Adviser, 13 Apr 2021
From Vietnam to the UK: what fund experts say you should put in your 2021 Isa – This is Money, 11 Apr 2021
Are the stars aligning for emerging markets? – Money marketing, 6 Apr 2021

March 2021

Best in Class: ES R&M UK Recovery – FT Adviser, 30 Mar 2021
How to spot smaller companies winners – Investors Chronicle, 23 Mar 2021
Best in Class: Brown Advisory Global Leaders – FT Adviser, 16 Mar 2021
Save £8,000 on childcare by using an Isa – The Telegraph, 12 Mar 2021
Best in Class: Man GLG High Yield Opportunities – FT Adviser, 2 Mar 2021

February 2021

ISA investing in healthcare can inject some better returns – What Investment, 25 Feb 2021
Best in Class: Threadneedle UK Equity Income – FT Adviser, 16 Feb 2021
Baillie Gifford takes top place in FundCalibre’s Fund Managemen Equity Index for the first time – Trustnet, 8 Feb 2021
Best in Class: Liontrust Sustainable Future Managed – FT Adviser, 2 Feb 2021
Which bonds for 2021? – Professional Paraplanner, 1 Feb 2021

January 2021

Income trusts offer sanctuary from dividend drought – Telegraph, 24 Jan 2021
Best in Class: JPM Emerging Markets Investment Trust – FT Adviser, 19 Jan 2021
The renewable energy and infrastructure funds that should benefit under Biden – Master investor, 19 Jan 2021
Best in Class: FSSA Global Emerging Markets Focus – FT Adviser, 11 Jan 2021
Stick or twist? How to spot when it’s time to ditch a fund – Sunday Times, 3 Jan 2021

December 2020

The £77m wall of cash flowing into China funds – Sunday Times, 27 Dec 2020
FSA’s top 10 head-to-head articles for 2020 – Fund Selector Asia, 18 Dec 2020
Best in Class: BlackRock Continental European Income – FT Adviser, 15 Dec 2020
Spot the superstar small funds flying under the radar – The Times, 12 Dec 2020
The best Christmas gift ever for a baby – YourMoney, 4 Dec 2020
Best in Class: TM CRUX UK Special Situations – FT Adviser, 1 Dec 2020

November 2020

The best funds to invest in China – Master investor, 30 Nov 2020
Best in Class: T. Rowe Price Asian Opportunities Equity – FT Adviser, 23 Nov 2020
13 funds gain FundCalibre Elite Status – Professional Paraplanner, 18 Nov 2020
Best in Class: Ninety One Global Gold – FT Adviser, 9 Nov 2020
Is Fundsmith’s size detrimental – Investors Chronicle, 6 Nov 2020

October 2020

The waiting game for UK dividends – Money marketing, 29 Oct 2020
Best in Class: LF Miton US Opportunities – FT Adviser, 20 Oct 2020
Why bond funds are flying off the shelves – Sunday Times, 11 Oct 2020
ESG and the future of investing – Financial Adviser, 8 Oct 2020
Best in Class: Guinness Global Innovators – FT Adviser, 6 Oct 2020
Investment in technology can prove to be a rollercoaster ride – Yorkshire Post, 3 Oct 2020

September 2020

Best in Class: Baillie Gifford Japanese Income Growth – FT Adviser, 24 Sept 2020
Five funds that sit well alongside your core Fundsmith Equity holding – The Telegraph, 13 Sept 2020
How to build a core and satellite portfolio – Morningstar, 8 Sept 2020
Will Warren Buffet’s $6 bn bet help boost Japan’s stock market? – This is Money, 3 Sept 2020

August 2020

How should the polarised market shape your portfolio? – master investor, 27 Aug 2020
Best in Class: LF Tellworth UK Smaller Companies – FT Adviser, 25 Aug 2020
Blue Whale and Allianz Strategic Bond latest funds to land FundCalibre Elite Rating – Portfolio Adviser, 18 Aug 2020
Five funds to invest in during the recession – Telegraph, 15 Aug 2020
Best in Class: Morgan Stanley Global Brands – FT Adviser, 11 Aug 2020
How much trust can we place in the Chinese recovery? – Trustnet, 3 Aug 2020

July 2020

Best in Class: Fidelity Global Special Situations – FT Adviser, 28 Jul 2020
Value stocks have taken a beating, but unique opportunities are in sight – Money Marketing, 17 Jul 2020
UK equity funds present ‘cracking’ opportunities despite suffering largest sell-off on record – Investment Week, 16 Jul 2020
Best in Class: Baillie Gifford High Yield Bond – FT Adviser, 14 Jul 2020
Why dividend cuts shouldn’t be viewed with disdain – YourMoney, 10 Jul 2020
Despite the risks (and the Donald!) the US offers huge rewards for the brave – This is Money, 5 July 2020

June 2020

Best in Class: JPM US Equity Income – FT Adviser, 30 Jun 2020
Unpopular fund sector trumps UK funds four years on from Brexit vote – Money Observer, 22 Jun 2020
Property should not be a dirty word for investors – Portfolio Adviser, 22 Jun 2020
How to find the best small‑cap stocks in June 2020 – The Times, 20 Jun 2020
Best in Class: MI Chelverton UK Equity Growth – FT Adviser, 18 Jun 2020
UK stocks still not priced for bad news – The Times, 13 Jun 2020
Ian Cowie: six top trusts keeping their dividend promise – interactive investor, 11 Jun 2020
Covid-19 could be a catalyst for these 4 investment trends – Moneywise, 3 Jun 2020
Best in Class: Marlborough European Multi-Cap – FT Adviser, 2 Jun 2020

May 2020

Could this be the death of Buffett-style investing? – The Times, 22 May 2020
The gold conundrum – Trustnet, 20 May 2020
Best in Class: TwentyFour Corporate Bond – FT Adviser, 19 May 2020
Understanding recessions and recoveries – YourMoney, 15 May 2020
Six ways Covid-19 could change the world forever – Money Observer, 14 May 2020
Potential ways to play the global healthcare sector boom – Money Observer, 11 May 2020
Best in Class: Smith & Williamson Artificial Intelligence – FT Adviser, 5 May 2020
The best funds to protect your income – master investor, 4 May 2020

April 2020

Don’t write off UK small caps – Portfolio Adviser, 23 Apr 2020
Best in Class: BlackRock UK Absolute Alpha – FT Adviser, 21 Apr 2020
Give your portfolio a shot in the arm…by investing in the shares of the companies working to beat coronavirus – This is Money, 18 Apr 2020
Has Covid-19 killed off value investing? – The Telegraph, 18 Apr 2020
Guinness Global Equity Income: the fund investing in companies still paying out dividends – Mail on Sunday, 14 Apr 2020
Best in Class: Jupiter Merlin Income Portfolio – FT Adviser, 14 Apr 2020
Best stocks to buy during the market meltdown – The Times, 3 Apr 2020
Which funds are performing well during the crisis – FT Adviser, 1 Apr 2020
Tech apples and pears– Professional Paraplanner, April 2020 Issue

March 2020

Stephen Snowden among raft of managers to land FundCalibre Elite Ratings – Portfolio Adviser, 26 Mar 2020
How to fund your lifestyle with your portfolio – The Times, 18 Mar 2020
Best in Class: Ninety One UK Alpha – FT Adviser, 17 Mar 2020
If you’re a big fan of Greta, you can even have a carbon-free Isa! – Scottish Mail on Sunday, 15 Mar 2020
ISA 2020: ‘Around the world in eight ISA ideas’ – YourMoney, 13 Mar 2020
What the oil shock means for ESG funds – FT Adviser, 9 Mar 2020
The one sector every investor needs exposure to in their portfolio – Trustnet, 5 Mar 2020
Best in Class: Schroder Asian Income – FT Adviser, 3 Mar 2020
Managing the investment impact of COVID19 – Professional Adviser, 3 Mar 2020

February 2020

Head-to-Head: First State vs Morgan Stanley – Fund Selector Asia, 21 Feb 2020
Best in Class: LF Gresham House UK Multi Cap Income – FT Adviser, 18 Feb 2020
Want to ditch your dog funds? Try these instead… – The Times, 15 Feb 2020
Best in Class: TB Wise Multi-Asset Growth – FT Adviser, 11 Feb 2020
Are there still opportunities in US equities? – Trustnet, 6 Feb 2020

January 2020

Best in Class: VT Gravis UK Infrastructure Income – FT Adviser, 21 Jan 2020
I’m glad I scurried into China – The Sunday Times, 19 Jan 2020
Experts urge investors not to reposition portfolios in wake of ‘inferno’ Iran-US crisi s – Investment Week, 13 Jan 2020
Best in Class: Lazard Global Equity Franchise – FT Adviser, 7 Jan 2020
Why it may be time to put your faith in an investment trust – The Times, 4 Jan 2020

December 2019

Best in Class: TR Property Investment Trust – FT Adviser, 24 Dec 2019
The stocks that may fare best under Boris: High-risk firms that now look… – MSN Money, 13 Dec 2019
20 years of investing in the 21st century – Moneywise, 10 Dec 2019
Best in Class: Unicorn UK Smaller Companies – FT Adviser, 10 Dec 2019
Big brands or bargain basement: is it time to switch investments? – The Sunday Times, 1 Dec 2019

November 2019

Best in Class: M&G Episode Income – FT Adviser, 26 Nov 2019
Tapping into a Brexit deal bounce – Trustnet, 11 Nov 2019
Best in Class: Murray International Trust – FT Adviser, 11 Nov 2019
Conal Gregory: In uncertain times, spreading your risk globally may be wise – Yorkshire Post, 9 Nov 2019
The runners and riders in the race for Woodford Income Focus – Portfolio Adviser, 6 Nov 2019
Best in Class: Merian Gold & Silver – FT Adviser, 5 Nov 2019

October 2019

Just what doctors ordered! How to help cure cancer AND make a profit by investing… – Mail on Sunday, 26 Oct 2019
Best in Class: Fidelity Special Values – FT Adviser, 22 Oct 2019
The big winners if Trump and China end the trade war – The Telegraph, 11 Oct 2019
Good Money Week: Will ethical investing ever go mainstream? – Independent, 5 Oct 2019
Best in Class: Pictet Global Environmental Opportunities – FT Adviser, 3 Oct 2019

September 2019

Head-to-head: Miton versus Schroders – Fund Selector Asia, 20 Sept 2019
Best in Class: Baillie Gifford Japanese – FT Adviser, 17 Sept 2019
The Brexit opportunity in the UK plc – Portfolio Adviser, 17 Sept 2019
Fashion is band on trend for profits, say investment expects who believe… – Daily Mail, 14 Sept 2019
Best in Class: Artemis Income – FT Adviser, 3 Sept 2019

August 2019

Best in Class: Fidelity Asia Pacific Opportunities – FT Adviser, 29 Aug 2019
Bonds are the choice when rates are falling – The Times, 18 Aug 2019
With US-China trade wars raging and the prospect of a No Deal Brexit… – Mail on Sunday, 10 Aug 2019
Best in Class: Schroder Recovery – FT Adviser, 6 Aug 2019
What should investors be hoping for from Asia? – Professional Adviser, 1 Aug 2019

July 2019

Best in Class: BMO Global Smaller Companies – FT Adviser, 23 Jul 2019
Join the technology revolution but beware of the risks involved – The Yorkshire Post, 13 Jul 2019
Best in Class: Hermes US SMID Equity – FT Adviser, 9 Jul 2019
Active on the agenda for corporate bonds amid ‘BBB’ uncertainty – Trustnet, 1 Jul 2019

June 2019

How to spot the hidden gem investment funds – The Times, 29 Jun 2019
Best in Class: Royal London Corporate Bond – FT Adviser, 25 Jun 2019
Grow your wealth by investing in emerging markets – Investors Chronicle, 20 Jun 2019
Woodford suspension: alternative funds for investors – Your Money, 12 Jun 2019
Best in Class: Montanaro UK Income – FT Adviser, 11 Jun 2019
Do you need more than one absolute return fund to meet your goals? – Trustnet, 3 Jun 2019

May 2019

Could the European election results help or harm your wealth? – This is Money, 30 May 2019
Best in Class: TwentyFour Absolute Return Credit – FT Adviser, 28 May 2019
How to spot golden shots: From robots, to clean energy and electric cars – Daily Mail, 21 May 2019
Best in Class: JOHCM Global Opportunities – FT Adviser, 14 May 2019
Solving the China problem – Professional Adviser, 9 May 2019
Five reasons UK homes have become a better investment – The Times, 4 May 2019

April 2019

Best in Class: Fidelity Global Dividend – FT Adviser, 30 Apr 2019
Why investors should not ignore the benefits of high yield bond funds – Your Money, 23 Apr 2019
Best in Class: M&G Strategic Corporate Bond – FT Adviser, 16 Apr 2019
Spring-clean your finances: savings, investments and pensions – The Times, 13 Apr 2019
Best in Class: Jupiter Distribution – FT Adviser, 2 Apr 2019
Br£xit-proof your finances – The Metro, 2 Apr 2019

March 2019

Paying a high exit fee could return 220pc – Sunday Telegraph, 31 Mar 2019
Best in Class: Waverton European Capital Growth – FT Adivser, 19 Mar 2019
Four special situation funds to exploit Brexit discounts – Portfolio Adviser, 12 Mar 2019
Best in Class: Liontrust Monthly Income Bond – FT Adviser, 5 Mar 2019
Property investing – caveat emptor – Money Marketing, 5 Mar 2019
Invest in private companies for high risks and high rewards – The Times, 2 Mar 2019

February 2019

Best in Class: LF Seneca Diversified Income – FT Adviser, 19 Feb 2019
UK funds to recommend as Brexit beckons – FT Adviser, 12 Feb 2019
How to manage your Sipp – Investors Chronicle, 7 Feb 2019
Despite 2018’s woes, could the year of the pig be a sign of good fortune for Chinese equities? – City AM, 5 Feb 2019
Best in Class: Schroder Asian Alpha Plus – FT Adviser, 5 Feb 2019
Electric cars, AI and even Fortnite can revolutionise your portfolio – This is Money, 2 Feb 2019

January 2019

Best in Class: Janus Henderson UK Absolute Return – FT Adviser, 22 Jan 2019
Ian Cowie: Ignore the cold and take a dip — dividends will keep you warm – The Times, 13 Jan 2019
Five investment funds to kick off 2019 – What Investment, 9 Jan 2019
Best in Class: Marlborough Special Situations – FT Adviser, 8 Jan 2019
From growth to value? – Professional Paraplanner, Jan 2019

December 2018

Best in Class: AXA Framlington Japan – FT Adviser, 11 Dec 2018
Why we have been participating in investment trust placings – FT Adviser, 3 Dec 2018
And relax . . . If skittish markets are making you nervous, try a bond – The Times, 2 Dec 2018

November 2018

The Santa Rally is real: Investors banking on a December stock market run are usually right, but will they get one this year? – This is Money, 30 Nov 2018
Best in Class: Jupiter Strategic Bond – FT Adviser, 28 Nov 2018
Best in Class: Stewart Investors Asia Pacific Leaders – FT Adviser, 13 Nov 2018
Three funds for investors worried about the US mid-terms – Trustnet, 5 Nov 2018
Get more value out of your investments with a change of approach – The Times, 3 Nov 2018

October 2018

Best in Class: Jupiter Absolute Return – FT Adviser, 30 Oct 2018
Best in Class: Guinness Asian Equity Income – FT Adviser, 16 Oct 2018
Best in Class: Scottish Mortgage Investment Trust – FT Adviser, 2 Oct 2018
Multiple Assets – Professional Paraplanner, Oct 2018

September 2018

Best in Class: Investec UK Special Situations – FT Adviser, 18 Sept 2018
Child Trust Fund account: Uncover the £1.5bn treasure trove – The Times, 15 Sept 2018
Best in Class: Schroder European Alpha Income – FT Adviser, 4 Sept 2018
Is the US a good story? – Professional Paraplanner, Sept 2018

August 2018

Darius McDermott: Time to reconsider India? – Portfolio Adviser, 24 Aug 2018
Best in Class: Premier Pan European Property – FT Adviser, 21 Aug 2018
Best in Class: Artemis Monthly Distribution – FT Adviser, 7 Aug 2018
How to make your child a pension millionaire by age 43… but you’ll need to invest £240 a month until they hit 18 – This is Money, 3 Aug 2018
Three funds that could benefit from a rate rise – YourMoney, 2 Aug 2018

July 2018

Five funds to tap into the ‘world’s best consumer story’ – Trustnet, 25 Jul 2018
Best in Class: BlackRock European Dynamic – FT Adviser, 24 Jul 2018
Best in Class: Baillie Gifford Strategic Bond – FT Adviser, 10 Jul 2018

June 2018

How have UK smaller-caps outperformed post-referendum? – Trustnet, 25 June 2018
The secret to achieving consistent income – Portfolio Adviser, 13 June 2018
Darius McDermott: Three modern day investment myths debunked – Professional Adviser, 5 June 2018
Ian Cowie: To find the tastiest treats, you have to look a little further afield than M&S – Sunday Times, 3 June 2018

May 2018

Best in Class: Aberdeen Emerging Markets Bond – FT Adviser, 29 May 2018
Three funds set to benefit from a stronger dollar – Trustnet, 24 May 2018
Chris St John scrutinised as he takes on larger fund – Portfolio Adviser, 14 May 2018
How to make the most of the UK’s generous dividends – Your Money, 11 May 2018
How should investor prepare for a late-cycle environment? – Trustnet, 14 May 2018

April 2018

Make volatility work for you – Investment Week, 26 April 2018
Investment trust tips for all ages using Isas and pensions – Money Observer, 24 April 2018
The funds to choose for volatility – Portfolio Adviser, 13 April 2018
Five hidden gems to snap up this ISA season – Your Money, 4 April 2018

March 2018

Stock market 2018: UK among best investment spots in the world – Express, 21 March 2018
Will 2018 be Japan’s time to shine? – Portfolio Adviser, 16 March 2018

February 2018

There are winners and losers as the pound strengthens – The Times, 17 February 2018
Inflation? Not as I know it… – Portfolio Adviser, 16 February 2018
Five open-ended funds that are hidden gems for investors in 2018 – What Investment, 9 February 2018
China crisis? Is China heading for a hard landing or should investors be more optimistic about its prospects? – Professional Paraplanner, February 2018

January 2018

Three funds offering investors genuine portfolio diversification – Trustnet, 24 January 2018
Investments: Is big also beautiful for fund investors? – Sunday Express, 21 January 2018
What should you invest in now? Five funds set to prosper – Daily Mail, 2 January 2018

December 2017

Five funds to consider for aggressive portfolios in 2018 – Trustnet, 29 December 2017
Three potential game changers in 2018 – Portfolio Adviser, 19 December 2017
100-year-old trusts that still make top returns: Golden oldies trump their rivals with up to 70% over three years – Daily Mail, 16 December 2017
The assets to dominate 2018 – Portfolio Adviser, 6 December 2017

November 2017

Why Japan may have further to go – Every Investor, 29 November 2017
Funds set to give investors a Budget boost – FT Adviser, 23 November 2017
Are crowdfunded property schemes as safe as houses? – Sunday Times, 19 November 2017
Should you invest in Asia’s consumer boom? The funds reaping the rewards of the new middle-class – Daily Mail, 11 November 2017
How to fix your finances for rising interest rates – Mail on Sunday, 5 November 2017

October 2017

Growth vs Value – Every Investor, 10 October 2017
Fund Focus: Rathbone Ethical Bond fund – Mail on Sunday, 1 October 2017

September 2017

How to invest £10,000 weekly series – Sunday Times, 24 September 2017
More bills misery: Bills set to rocket while wages stay flat – Daily Express, 13 September 2017
Is it time to dump Trump? – Daily Mail, 5 September 2017

August 2017

Reluctant investor? Here’s where to put your money – Daily Telegraph, 25 August 2017
Active fund managers: are two heads better than one? – Money Observer, 21 August 2017

July 2017

Don’t let your pension savings dwindle: Five of the best funds to invest in for income in retirement – Daily Mail, 20 July 2017
Five years of whatever it takes – Professional Adviser, 10 July 2017

June 2017

Look to Japan for cheap valuations and dividend growth – Investors’ Chronicle, 29 June 2017
Tech wobbles but funds could still grow strongly – Investors Chronicle, 15 June 2017
Eight funds to weather any political storm – The Times, 10 June 2017
Investors urged to be cautious on UK equities – Your Money, 2 June 2017

May 2017

How to invest for your age – Mail on Sunday, 1 May 2017

April 2017

How to make the most of a £5,000 windfall – The Times, 22 April 2017
Consider UK small caps for long-term gains – Every Investor, 20 April 2017
Educating clients on active funds – Professional Adviser, 11 April 2017

March 2017

Little-known funds that deserve a place in your ISA – Daily Telegraph, 30 March 2017
What do the experts do with their Isa allowance? – Daily Mail, 20 March 2017
Fund selectors dip their toes back into European equities but caution EU foundations remain under ‘serious threat’ – Investment Week, 2 March 2017