Contrarian: The risk of rationality
Even though markets have been hitting new highs, now might be the time to challenge the current illusion of normality, which could be a painful reality check for traditional asset classes.
Author: Portfolio Adviser
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UBS Wealth’s top five investor concerns
With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions most asked by clients at the moment.
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PA Wealth Manager Awards: Kleinwort Benson’s Choukeir
CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.
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PA Wealth Manager Awards: C.Hoare & Co’s Rob Jeffree
Rob Jeffree, CIO at C.Hoare & Co talked to Portfolio Adviser ahead of the 2017 PA Wealth Manager Awards.
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PA Wealth Manager Awards: Church House’s James Mahon
Church House Investment Management CIO James Mahon talked to PA ahead of the 2017 Wealth Manager Awards.
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PA Wealth Manager Awards: Coutts’ Alistair Jex
Coutts’ Alistair Jex offers some views on the biggest opportunities and risks facing investors at the moment.
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Wealth managers weigh in on the Trump rally
At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year’s winning wealth managers on the prospects for a Trump-inspired US equities market.
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Capitalising on active share in a low return world
There are many different measures one can use to assess a fund, but no single one can exclusively and conclusively determine a fund’s ability to outperform its respective benchmark, Marcus Blyth looks at why.
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Dollar strength: How much further can the rally go?
The US dollar has been rallying ever since mid-2014 and has had a further rise since President-elect Donald Trump won the election. What is driving this rally? Should we expect it to go further?
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Inside the PA Wealth Manager Awards 2017
The great and good of the wealth management sector came together last Thursday for the annual Portfolio Adviser Wealth Manager Awards at the splendid County Hall – we’ve gathered all the winners here.
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Fund selector: Global Equity Income
Global equity funds can be a great diversifier but investors must be conscious of pitfalls such as opaque charges and the temptation of ‘risk-creep’.
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Your cut-out-and-keep ‘crisis diary’ for 2017
Like swapping cocktails for jogging, a rally in gold is becoming a New Year’s tradition. Eight times in the last 10 years gold rose against the Dollar in January. The previous four decades’ strike rate was 48%.