Latest Stories
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Investment
Troy to combine income and growth trusts
Troy Income & Growth will merge into the STS Global Income & Growth, subject to shareholder approval
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News
AllianceBernstein hires team of five portfolio managers from Allianz GI
Quintet led by Thorsten Winkelmann
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News
Tokenbridge launches as token distribution platform for UK market
Follows FCA tokenisation green light
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Investment
Fidelity and Abrdn line-up £1.2bn China trust merger
Abrdn China Investment Company (ACIC) is being wound up
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News
LGIM mulls hybrid option for daily-dealing property fund
New internal REIT index fund to be launched, and used in the portfolio, in the new year
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Diversity
Diversity Project: Only 63% of organisations publishing pay gap information externally
70% of respondents working towards goals around race and ethnicity
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News
Canaccord Genuity hires Charles Cohen as head of wealth management for Jersey
Cohen has been with the company since 2016
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Investment
‘Cutting away the fat’: Investment trust selectors ‘applaud’ decision of Chrysalis’s board
Chair Andrew Haining told Portfolio Adviser that the move provides ‘a better structure’ to shareholders
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News
Rathbones to launch global sustainable bond fund
To be managed by head of fixed income Bryn Jones and fund manager Stuart Chilvers
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News
Brooks Macdonald appoints former Jupiter CEO Maarten Slendebroek as chair
Current chairman Richard Price to leave the position
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Investment
Chrysalis to leave Jupiter and poach managers to create new entity
Investment company is currently trading on a 49.6% discount to net asset value
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News
EQ Investors’ Hasler to head up fund research at Hargreaves Lansdown
Has also held roles at Square Mile, Brewin Dolphin, Rothschild and Merrill Lynch
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Investment
First Eagle’s Bill Hench on buying tech stocks as a small-cap value investor
‘Can things get worse? You bet. But the cheaper they are, the better your odds’
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News
Weekly Outlook: EasyJet full-year and Pennon half-year results
Key events for UK wealth managers for the week starting 27 November
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Analysis
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Investment
PA ANALYSIS: Would a BRISA be a silver bullet for UK equities?
Q3 2023 saw just five listings on the UK main market and AIM, while IPO proceeds fell 36% year on year, higher than the global average
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PA Analysis
What does the pressure on offshore wind farms mean for the energy trust sector?
The wide discounts and high yields on many trusts give significant margin for error
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PA Analysis
Magnificent Seven: Are investors pressing ‘pause’ on their love affair with tech giants?
Following a lacklustre set of Q3 results, are technology stocks finally losing their sheen?
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PA Analysis
The top-performing UK equity trusts trading on double-digit discounts
Aberforth Smaller Companies, Aurora Investment Trust and Chelverton Growth Trust earn a place on the list
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PA Analysis
Will the thriving US economy have an ‘inflationary sting in its tail’?
The pace of US consumer spending may cease to continue over the medium-to-long term
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PA Analysis
Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.
Investments
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Investment
Fidelity and Abrdn line-up £1.2bn China trust merger
Abrdn China Investment Company (ACIC) is being wound up
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Investment
‘Cutting away the fat’: Investment trust selectors ‘applaud’ decision of Chrysalis’s board
Chair Andrew Haining told Portfolio Adviser that the move provides ‘a better structure’ to shareholders
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Investment
Chrysalis to leave Jupiter and poach managers to create new entity
Investment company is currently trading on a 49.6% discount to net asset value
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Investment
First Eagle’s Bill Hench on buying tech stocks as a small-cap value investor
‘Can things get worse? You bet. But the cheaper they are, the better your odds’
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Investment
Amundi CIO and investment institute head discuss US projections, Asian emerging markets and bonds
‘High-quality bonds are back and should be a part of any portfolio’
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Investment
Kepler: Edinburgh IT’s succession plan ‘one of continuity’ in run-up to de Uphaugh’s retirement
Kepler analysts expect the investment company’s discount to narrow over time
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Funds
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Funds
Premier Miton’s Mark Rimmer: Four funds to shine in 2024
The multi-manager team believes some asset classes are poised for a strong run next year
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ESG
BlueOrchard launches impact credit fund focused on emerging markets
An SFDR Article 9 fund aiming to improve financial inclusion
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News
St. James’s Place swaps Ninety One for Robeco on European fund amid manager changes and fee cuts
The Balanced Managed and Continental European funds will have lower ongoing charges
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Opinion
A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes
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Investment
Nick Train: Snacking sector still in sweet spot despite consumers losing their appetites
The manager of the Finsbury Growth & Income Trust discusses performance struggles for Mondelez and Unilever holdings
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Funds
FundCalibre awards Elite rating and two Elite Radar badges
FP Carmignac Emerging Markets fund awarded Elite rating
PA Plus
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Magazines
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November 2023
This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio […]
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October 2023
As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their […]
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September 2023
It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that […]
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July / August 2023
The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of […]
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June 2023
It has been some time since UK equities were anywhere near the top of most investors’ wish lists. Indeed, with the UK All Companies sector emerging as the least-loved IA fund grouping in net sales terms in six out of the past 10 years, this trend was apparent even before Brexit or ‘Trussonomics’ entered the […]
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May 2023
When Portfolio Adviser surveyed its readers a few years back on the types of private assets that most piqued their interest, the response, with a few exceptions, could be characterised as one giant shrug. Given what has happened in the intervening period – not least the dent in the reputation of that hitherto handy little […]
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April 2023 – Refinitiv Lipper Fund Awards Guide
Revealed: All the winners of the 2023 UK Refinitiv Lipper Fund Awards The winners of this year’s Refinitiv Lipper Awards for the UK did not earn their success by forecasting Russia’s invasion of Ukraine and filling up on energy and resources companies. Nor did they, by and large, predict the magnitude of interest rate rises. […]
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April 2023
An interconnected globe is something modern investors have taken for granted and yet, as we explore in this month’s cover story, the world has of late come to feel a fragile place. The pandemic exposed vulnerabilities in global trade, relationships between nations have decayed and there is a sense that companies are going to have […]
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March 2023
China is back with a bang after nearly three years of self-imposed isolation. What was initially reported as ‘viral pneumonia’ turned into the biggest global pandemic in a century. As the rest of the world re opened, the absence of the second-largest economy was acutely felt. The pent-up household savings and liberation of the population […]
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