Author: Portfolio Adviser

  • Wealth managers weigh in on the Trump rally

    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.

  • Capitalising on active share in a low return world

    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.

  • Dollar strength: How much further can the rally go?

    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?

  • Inside the PA Wealth Manager Awards 2017

    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.

  • Fund selector: Global Equity Income

    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’.

  • Your cut-out-and-keep 'crisis diary' for 2017

    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%.

  • Fund trends: European equities

    Fund trends: European equities

    A return to the value style is gaining traction but, with a host of continental elections on the horizon, European banks may be cheap for a reason  

  • Macroeconomic shocks: Hear no evil

    Macroeconomic shocks: Hear no evil

    Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?

  • Is it time to take a fresh look at convertibles?

    Is it time to take a fresh look at convertibles?

    Given how far markets traveled in 2016, coupled with the expected rise in interest rates, putting money in bonds right now might feel uncomfortable.

  • New president breathes life into Argentine economy

    New president breathes life into Argentine economy

    We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.

  • Canaccord Genuity's seven stocks to watch in 2017

    Canaccord Genuity’s seven stocks to watch in 2017

    Simon McGarry, senior equity analyst, Canaccord Genuity Wealth Management, identifies seven companies which could perform well in 2017, despite volatile equity markets.

  • Europe: Cheap but most definitely not cheerful

    Europe: Cheap but most definitely not cheerful

    Whilst the FTSE 100 and the Dow Jones have been making new all time highs, the European bourses have been languishing.