FundCalibre Ltd

Technology is great, but there must be other compelling alternatives out there, right? Our eight part 2025 Investment Outlook series considers what opportunities lay beyond technology and the Mag 7. https://lnkd.in/et35BNHN

Our final podcast episode of 2024 is an excellent listen with Darius McDermott & Carl Stick from Rathbones Group Plc discussing how societal shifts, like extended careers and aging demographics, influence our financial goals and long-term financial planning. Not your standard Investing on the go episode but we think it's the perfect way to round out the year and start investors on the right foot for 2025. https://lnkd.in/d3KdXAbu

Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott, managing director of FundCalibre Ltd #USMarkets #MegaCapStocks #InvestmentInsights https://lnkd.in/ehp7rUHc

How to access smaller companies at a lower risk profile. In this FundCalibre Ltd interview, Nish Patel, manager of the Global Smaller Companies Trust, Columbia Threadneedle Investments EMEA APAC shares insights into current valuations, the impact of recent interest rate cuts, and how M&A and share buybacks are shaping the small-cap space https://lnkd.in/enuhTtJy

Investing in China has always felt like a bit of a poker game – you need strategic thinking, risk management and adaptability to succeed. You’re seldom certain you’ve won and often you have to play the player rather than the cards, says Darius McDermott managing director of FundCalibre Ltd https://lnkd.in/dNYrZhSQ

A massive thank you to everyone who came along to our annual investment dinner. A special thanks to Ben Edwards and Ben Leyland from BlackRock and J O Hambro Capital Management for sharing their views on the year ahead and answering questions from all our journalists in attendance. Another fantastic event organised by Sarah Roberts and our final one of the year. Here's to looking towards 2025 and all it has to bring!

Capital at risk. We are pleased to be featured in FundCalibre Ltd's article discussing the commercial property market's evolving dynamics. A key theme is the resurgence of dealmaking, despite headwinds in some sub-sectors. At TR Property, we remain focused on selective investments, prioritising sustainability and resilient fundamentals to navigate this complex landscape effectively. Read the full article for insights, including our perspective: https://lnkd.in/ewyKxZXF Approved by Columbia Threadneedle Management Limited on 25/11/2024

After a prolonged slump, the commercial property market is showing promising signs of recovery. However, the rebound is uneven. We explore why now is an intriguing moment to consider REITs, according to the experts in this field.

Discover why high yield bonds, often labeled as ‘junk bonds,’ can be an attractive investment and how today’s market is different from previous decades. Jack Holmes, co-manager of the Artemis Global High Yield Bond fund, shares their strategy and how inefficiencies in the high yield space create opportunities for active management. Artemis Investment Management

FundCalibre Ltd Elite Radar: Allianz China A-Shares. “Have we just witnessed China’s own Draghi moment where the government has acknowledged it will do whatever it takes to get the economy moving again?” Check out Darius McDermott's latest article 👇 https://incm.pub/3Z9G2re #investment #wealthmanagement #assetmanagement #finance