Latest Stories
-
News
Weekly outlook: Ashtead and Berkeley first-half results
Key events for UK wealth managers for the week starting 4 December
-
Investment
The ‘gruffalo’ in the room?: FCA releases interim measures to protect trusts from cost disclosure regulation
Regulators acknowledges that requirements ‘may not result in representative cost information being published’ for investment companies
-
News
Rathbones renames Rathbone Unit Trust Management following company rebrand
Rathbone became Rathbones earlier this year
-
News
Dimensional rolls out sustainability targeted value fund
Focused on reducing exposure to companies with high carbon intensity
-
News
Liontrust names Cook as head of UK distribution
He joined the firm in March 2018 as a sales manager
-
News
AVI introduces two UCITS funds to mirror global and Japan trusts
Funds will be overseen by Joe Bauernfreund
-
Funds
Property fund association lays out why open-ended struggles are overstated
The Association of Real Estate Funds (AREF) has pushed back
-
Funds
Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
-
Latest news
‘His wisdom will live on for generations’: Industry pays tribute to Charlie Munger
Berkshire Hathaway vice-chair passed away at the age of 99
-
-
-
News
Nikko AM adds Abrdn manager to global equities team
Ella-Kara Brown joins as a portfolio manager
-
News
FCA releases Sustainability Disclosure Requirements
Long-awaited SDR includes changes such as a fourth fund label, and less prescriptive stewardship and disclosure rules
-
PA Analysis
Should we still be worried about inflation?
Monetary policy will ‘likely need to be restrictive for quite some time yet’
-
Investment
Troy to combine income and growth trusts
Troy Income & Growth will merge into the STS Global Income & Growth, subject to shareholder approval
- ⬤
- ⬤
- ⬤
- ⬤
- ⬤
Analysis
-
PA Analysis
Should we still be worried about inflation?
Monetary policy will ‘likely need to be restrictive for quite some time yet’
-
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
-
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
-
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?
-
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
-
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
Investments
-
Investment
The ‘gruffalo’ in the room?: FCA releases interim measures to protect trusts from cost disclosure regulation
Regulators acknowledges that requirements ‘may not result in representative cost information being published’ for investment companies
-
Funds
Property fund association lays out why open-ended struggles are overstated
The Association of Real Estate Funds (AREF) has pushed back
-
-
Investment
Fidelity and Abrdn line-up £1.2bn China trust merger
Abrdn China Investment Company (ACIC) is being wound up
-
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
-
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
- ⬤
- ⬤
- ⬤
- ⬤
- ⬤
Funds
-
Funds
Property fund association lays out why open-ended struggles are overstated
The Association of Real Estate Funds (AREF) has pushed back
-
Funds
Bfinance report: Investors increase their appetite for risk assets in Q3
Investor interest in equities increased by 7% over the quarter
-
-
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
-
ESG
BlueOrchard launches impact credit fund focused on emerging markets
An SFDR Article 9 fund aiming to improve financial inclusion
-
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
PA Plus
- ⬤
- ⬤
- ⬤
- ⬤
- ⬤
Magazines
-
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 […]
-
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 […]
-
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 […]
-
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 […]
-
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 […]
-
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 […]
-
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. […]
-
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 […]
-
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 […]
- ⬤
- ⬤
- ⬤
- ⬤
- ⬤