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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]