FundCalibre

FundCalibre FundCalibre is an online fund ratings agency and research centre, which is freely available to all investors. Posts do not constitute advice.

FundCalibre is an independent online research centre and fund ratings agency, which is freely available to all investors. The FundCalibre research team analyses funds which are widely available to UK retail investors and identifies those which they believe have the most skilful managers. These funds are awarded a proprietary Elite Fund rating. Find out more at www.fundcalibre.com

Disclaimer -

E

lite Fund ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only. The award of an Elite Fund rating does not mean the fund is a suitable investment for you, and does not constitute a recommendation to buy. If a fund that you already hold does not, in the opinion of FundCalibre, merit an Elite Fund rating, this does not constitute a recommendation to sell. FundCalibre is an authorised representative of Chelsea Financial Services. © FundCalibre Limited 2014

Donald Trump returned to the White House from his trip to China largely empty-handed. There was no obvious sign of help ...
02/06/2026

Donald Trump returned to the White House from his trip to China largely empty-handed. There was no obvious sign of help with Iran, and no extension to the trade truce due to expire later this year. The much-touted deal to buy Boeing jets proved disappointing, and the summit didn’t produce any agriculture deals. A natural conclusion might be that China just doesn’t need the US like it used to.

While some countries have felt the impact of the Gulf conflict, it appears unlikely to derail the broader Asian growth story.

Often it can feel as though investing is overly focused on growth. And not without reason – compounding capital remains ...
02/06/2026

Often it can feel as though investing is overly focused on growth. And not without reason – compounding capital remains one of the fastest ways to build wealth and outpace inflation over the long term. But there’s another side to compounding that often gets overlooked: reinvesting dividends. To do that, you need income.

Often it can feel as though investing is overly focused on growth. But there’s another side that often gets overlooked

Bond funds are popular with investors wanting to diversify their portfolios away from equities, but it’s important to re...
02/06/2026

Bond funds are popular with investors wanting to diversify their portfolios away from equities, but it’s important to remember not all bond funds are equal. They may share the broad concept of paying an agreed rate of interest and the principal returned on a future date, but there will be differences.

Bond funds are popular with investors wanting to diversify their portfolios, but it’s important to remember not all bond funds are equal

Happy National Wine Day!
02/06/2026

Happy National Wine Day!

National Wine Day lands on Monday, 25 May — which feels like a perfectly reasonable excuse to head to a beer garden

Markets are often driven less by logic and more by emotion, and that pattern hasn’t changed despite decades of evolution...
02/06/2026

Markets are often driven less by logic and more by emotion, and that pattern hasn’t changed despite decades of evolution in investing tools and technology.

Nick Clay, manager of the TM Redwheel Global Equity Income fund, joins us this week to explore how cycles of greed and fear continue to shape market behaviour, and why volatility is returning after years of unusually stable conditions.

We discuss inflation, AI-driven disruption, shifting definitions of quality and why valuation discipline matters more in today’s environment.

Changing investor behaviour, higher interest rates and issues over cost disclosure rules have all put pressure on the in...
02/06/2026

Changing investor behaviour, higher interest rates and issues over cost disclosure rules have all put pressure on the investment trust market in recent years – with private equity and activist investors taking advantage of opportunities in the sector during this challenging period.

Changing investor behaviour, higher interest rates & issues over cost disclosure rules have all put pressure on the investment trust market

It’s the time of year when music lovers hide behind their sofas. Eurovision kicks off today and we're looking at which ...
02/06/2026

It’s the time of year when music lovers hide behind their sofas. Eurovision kicks off today and we're looking at which countries have won the votes of five leading European fund managers, and how do they view opportunities in the region?

Early betting odds suggest that Finland, Denmark and France are the main contenders, while Greece, Italy and Austria are viewed as underdogs.

With geopolitical tensions rising and inflation concerns returning, bond markets are facing another major test. Rhys Dav...
02/06/2026

With geopolitical tensions rising and inflation concerns returning, bond markets are facing another major test. Rhys Davies, manager of Invesco Bond Income Plus (BIPS), joins us to discuss why high yield bonds have remained surprisingly resilient, how spreads are behaving and whether markets are becoming too complacent about risk. The conversation also explores portfolio positioning in uncertain conditions, the importance of diversification and why shorter-duration bonds are helping manage volatility.

Rhys Davies, manager of Invesco Bond Income Plus (BIPS), joins us to discuss why high yield bonds have remained surprisingly resilient, how spreads are behaving and whether markets are becoming too complacent about risk. The conversation also explores portfolio positioning in uncertain conditions, t...

In its response to the Iran war, the stock market has shown surprising resilience. Equities wobbled in the early stages ...
02/06/2026

In its response to the Iran war, the stock market has shown surprising resilience. Equities wobbled in the early stages of the conflict, but have now recovered their momentum. Corporate bonds have followed a similar trajectory.

Recently the stock market has shown surprising resilience. However corporate bonds may not fully reflect the risks in markets.

Discover why Asia "has become integral to the global AI ecosystem"
02/06/2026

Discover why Asia "has become integral to the global AI ecosystem"

Asian companies are now providing serious competition to US technology giants in the race to meet relentless demand

Address

St James' Hall, Moore Park Road
London
SW62JS

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when FundCalibre posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category