Author: Portfolio Adviser

  • focus will soon return to athens husselbee

    focus will soon return to athens husselbee

    John Husselbee describes this as “one of the best early year gains”, for the FTSE All Share at least, though warns that just because a deal over Greece has been done, Athens will return to haunt investors.

  • wealth management firm enters liquidation

    wealth management firm enters liquidation

    Jersey-based wealth management company, Horizon Investments, has gone into liquidation.

  • clinch beefs up invesco perpetuals

    clinch beefs up invesco perpetuals

    Invesco Perpetual has appointed Simon Clinch as US equity fund manager, within its global equity team, reporting directly to Simon Laing head of US equities.

  • Companies and Infrastructure

    Michael Konstantinov, Head of BRIC Strategies RCM, presents his thoughts on the long term prospects of investing in India after meeting with 15 domestic companies and a number of fields trip to a variety of Indian business hubs to uncover new investment opportunities

  • schroders launches european total return fund

    schroders launches european total return fund

    Schroders is launching a European Total Return Fund for new recruit Nicholette MacDonald-Brown aiming to offer investors access to long-term capital growth in the region with lower targeted volatility.

  • early bullishness sees equity fund

    early bullishness sees equity fund

    Equity funds saw monthly inflows for the first time since August 2011 in January, but investors are still overwhelmingly showing a preference for bond funds, with the asset class seeing its highest monthly sales since October 2010.

  • legacy and trail allowed but FSA

    legacy and trail allowed but FSA

    The FSA today aimed to allay confusion surrounding trail and legacy commission post-RDR, but warned it would maintain a close supervisory eye on intermediaries’ behaviour to detect any foul play.

  • us equity funds lose out to high

    us equity funds lose out to high

    Value seekers and profit takers pulled $6bn out of US Equity Funds last week as they steered money into riskier sectors such as high yield bonds and frontier markets.

  • its not uts excel for alternative strategies

    its not uts excel for alternative strategies

    Four open-ended funds dominate investors’ focus when considering absolute return investing although Charles Younes names those investment trusts that he argues investors would be far better off turning to.

  • swip in dog house as fum

    swip in dog house as fum

    Scottish Widows Investment Partnership saw funds under management fall in the year to 31 December, despite inflows of from mandates previously managed by Invista Real Estate.

  • jupiter to launch offshore strategic bond

    jupiter to launch offshore strategic bond

    Jupiter Asset Management is to launch an offshore mirror of its high performing Strategic Bond Fund for manager Ariel Bezalel.

  • buy riskier assets but be careful which ones

    buy riskier assets but be careful which ones

    As authorities around the world continue to print money, markets continue to push upwards but John Redwood voices his concerns about investors getting too carried away just yet.