Author: Portfolio Adviser

  • montello launches luxembourg fund

    montello launches luxembourg fund

    UK-based real estate bridging finance fund manager Montello is set to launch a Luxembourg fund, in response to what it says is "strong demand" from international advisers and investors.

  • inflation peaked but remain above target

    inflation peaked but remain above target

    Inflation may have peaked, but it is also unlikely to get back to its 2% target in the foreseeable future Ernst & Young’s ITEM Club has predicted.

  • growth bullishness at four-year high

    growth bullishness at four-year high

    Investor expectations for global growth have strengthened to their highest level in almost four years, in part reflecting greater confidence in the economic outlooks for China and Europe, the latest Bank of America Merrill Lynch (BofA ML) Fund Manager Survey has found.

  • bowie long uk firing on all cylinders

    bowie long uk firing on all cylinders

    Ignis’ head of credit Chris Bowie has said the UK’s recovery has surpassed his expectations, accelerating from what he thought would be a "2014 story into a possible 2013 story".

  • when elephants fight

    when elephants fight

    This old African proverb is what Bestinvest's Gareth Lewis uses to characterise the shifting power between China and Japan.

  • Alternatives investors shun performance fee funds

    Alternatives investors shun performance fee funds

    Funds with low fees account for three-quarters of assets under management in the alternative Ucits sector, indicating costs are a key consideration for “hedge fund-lite” investors, a study has found.

  • Allianz refocus leads to manager swap

    Allianz refocus leads to manager swap

    Matthew Tillet has been made manager of two UK equity funds as current manager Jeremy Thomas shifts his focus to global equities.

  • make up your fracking mind

    make up your fracking mind

    Fracking just got serious. Not only has David Cameron put his full weight behind it, but he has also urged his Conservative heartland in south east England to back the technology too.

  • Rathbones expands Winchester office

    Rathbones expands Winchester office

    Edward James-Moore has been appointed as investment director at Rathbone’s Winchester Office where he will be responsible for managing a range of private client and charity portfolios.

  • MG offsets UK losses

    MG offsets UK losses

    M&G saw outflows of £1.2bn from its UK retail business in the first half of the year after slowing flows into two funds and as a result of RDR implementation.

  • baring hk china fund penalised

    baring hk china fund penalised

    Morningstar OBSR has downgraded the Baring Hong Kong China Fund from a bronze to a neutral rating because it believes the execution of the investment process is hampered by the fund’s size of $2.3bn.

  • leading the charge

    leading the charge

    Old Mutual's Ian Heslop looks at the surprising sectors investors are favouring in the US.