Author: Adam Lewis

  • The million-dollar question of investing in the US

    The million-dollar question of investing in the US

    Is now the best time to access the region or should it be given a wide berth?

  • The worst-performing investments trusts of Q3

    The worst-performing investments trusts of Q3

    From litigation to natural resources, Portfolio Adviser highlights the worst trusts of Q3 2018

  • All that glitters ain’t gold: the bottom five funds in Q3

    All that glitters ain’t gold: the bottom five funds in Q3

    A strong US dollar hits gold funds

  • The top five funds in Q3

    The top five funds in Q3

    Funds investing in oil, healthcare and US smaller companies led the way in the third quarter

  • Ethical funds see platform flows surge

    Ethical funds see platform flows surge

    ETF launches boost sales of ESG products

  • Passive flows into emerging markets surge

    Passive flows into emerging markets surge

    But advisers are considering move to active ahead of anticipated bear market

  • High and rising: the five best-performing investment trusts in Q2

    High and rising: the five best-performing investment trusts in Q2

    Funds investing in Asia, Greek real estate and the medical use of cannabis in the US all feature in a fairly oddball list of the top-performing investment trusts in the second quarter of 2018. Sitting alongside these are an emerging markets trust that started being wound up four years ago and a realisation vehicle pegged…

  • The worst-performing funds of Q2

    The worst-performing funds of Q2

    While funds invested in oil and gas companies dominated the lists of the best-performing funds in the second quarter, those investing in Latin America found themselves at the bottom of the table.

  • Best in show: the top-performing funds of Q2

    Best in show: the top-performing funds of Q2

    Portfolio Adviser looks at three-month data from FE Analytics to determine which five funds beat the odds and performed the best in Q2. Click through the slides below to find out.

  • Determining the value of low-cost ETFs

    Determining the value of low-cost ETFs

    ETFs have evolved significantly in recent years but do such products have a key place in a portfolio or are issuers falling wide of the mark?

  • The dangers to be aware of when investing in China

    The dangers to be aware of when investing in China

    China has been making all the headlines in recent weeks after it celebrated the Year of the Dog on 16 February. After such a strong year for Chinese investors in 2017, many headlines focused on the opportunities which lie ahead, but are there dangers that investors need to be aware of?

  • Jasper Berens to leave JP Morgan

    Jasper Berens to leave JP Morgan

    Jasper Berens, head of UK funds at JP Morgan Asset Management, is leaving the firm to “pursue other opportunities”.