Making the most of the Red October sell-off
Alliance Trust managers reveal how they are dealing with the return of market volatility
Author: Portfolio Adviser
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‘D-day is approaching fast’: Five managers on UK positioning
Outlooks for the domestic economy in 2019 range from ‘contrarian positive’ to ‘a little bit cautious’
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Chris Rush: The dangers of selecting funds on performance alone
October’s volatility exposed the long-term trends everyone is following
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From Brexit to PFI: the key Budget takeaways
Chancellor Philip Hammond pledges ‘end to austerity’ with Autumn Budget
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The case for Japanese equities
With Abenomics established six years in to bolster a stagnating economy and a deflationary mindset, Capital Group’s investment director Christophe Braun maintains there are strong reasons for investors in Japan to now believe that “slowly but surely” the positive impacts of the reform programme are now materialising.
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Complacency is dangerous in beta-driven markets
Iboss investment director sounds warning over Faang stocks and currency movements
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Lehman collapse signalled ‘full-blown crisis’
Still plenty of debt on balance sheets, says Aberdeen Standard Investments global head of fixed income
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Last Word launches website for ESG investors
Last Word – the company that owns Portfolio Adviser – has created a website for professional investors interested in ESG and impact investing.
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Six DFMs reveal their China A-shares exposure
MSCI’s inclusion of 233 China A-shares in its three widely-tracked indices is expected to further open up the country to foreign investors and could result in the launch of more Asia ex China funds down the line. Here six wealth managers outline how their portfolios are exposed to A-shares.
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Franklin Templeton’s MacDonald: EM small caps less volatile than you think
Alistair MacDonald, institutional portfolio manager for the Templeton Emerging Markets Group, outlines why investors should consider the small cap space when investing in emerging markets.
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Schroders’ Skanberg: Tightening will benefit European and Asian equities
European and Asian equities stand to benefit from rising bond yields and inflation as the economy moves further through the quantitative tightening cycle, according to Schroders European equities manager Martin Skanberg.
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MFS’ Murfin: ‘Expensive and dangerous’ credit markets require opportunistic approach
An opportunistic approach to credit markets is necessary in a world where quantitative easing and the search for yield has made certain areas “expensive and dangerous”, says Owen Murfin, investment officer and institutional portfolio manager at MFS Investment Management.