Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
Author: Portfolio Adviser
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CCLA’s head of investments: Why 2024 is best-suited to quality stocks
Market conditions are unstable despite falling inflation, writes Charlotte Ryland
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Maven’s MacKinnon: Navigating the outlook for VCTs in 2024
New legislation has made the investment case for VCTs stronger than ever, but there are still many other tax-efficient options open to investors, writes Ewan MacKinnon
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Zennor AM founder and CIO: Eight reasons why it’s not too late to invest in Japan
UK investors have shunned Japan for many years – but the latest IA figures show it was the third best-selling sector
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Morningstar: Investors need to keep their eyes on the horizon amid market volatility
Investors are increasingly opting for the safety of cash over uncertain equity markets
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Nine investment experts on three key topics: How investors should be allocating in 2024
Market experts shed light on what investors can expect from 2024
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Mirabaud Wealth Management’s Paul Whelan: Lifelong learning
The manager discusses putting ESG concerns front and centre of investment and the ‘ongoing education piece’ on both sides of the client/adviser relationship
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Banishing the blues: Investors have plenty to look forward to in 2024
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024
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MA Financial Media rebadges stable under flagship ‘PA’ brand
MA Financial Media rebadges stable under flagship ‘PA’ brand MA Financial Media, the publisher of Portfolio Adviser, is excited to announce the rebadging of three of its specialist investor brands – ESG Clarity, Expert Investor and UK Adviser – as ‘PA’ publications. Leveraging the status of the business’s flagship brand, Portfolio Adviser, the changes are designed to create a more unified…
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Four high-income investment strategies for a high-rate world
Capital Group’s Chris Miles discusses how to beat interest rates within an income-focused portfolio
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Robert Burdett Q&A: ‘This is a people business’
The head of Columbia Threadneedle’s multi-manager team discusses passive investing, the trend for short-termism and the importance of making industry connections
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Dewi John: The investment (almost) year in numbers
LSEG Lipper’s Dewi John discusses the Magnificent Seven and sustainable funds