Author: Portfolio Adviser

  • em bonds and equities

    em bonds and equities

    Emerging Market bond funds saw record inflows in the first week of February, as their equity counterparts also witnessed continued favour with investors, according to EPFR Global.

  • Allianz RCM UK Equity Income Fund

    Simon Gergel, Fund Manager RCM, talks about delivering total return from the UK Equities and how he manages the fund against a benchmark of the FTSE Allshare index

  • Irish-domiciled funds set for boost

    Irish-domiciled funds set for boost

    The Irish fund industry received a boost from a set of provisions in the countrys Finance Bill last week, according to its fund association, which are accommodating to the Ucits IV directive.

  • latest version of fatca rules clarify simplify

    latest version of fatca rules clarify simplify

    Kristin Konschnik, a partner in the London office of Withers, the international law firm, looks at the IRSs latest proposal for implementing FATCA.

  • ima - credit rating agencies

    ima – credit rating agencies

    Credit rating agencies should be left to function independently and free from political interference the IMA has said in a submission to the Treasury Select Committee.

  • plenty of trees to pass to get out of the woods

    plenty of trees to pass to get out of the woods

    Neel Kashkari gives his suggestions for where US equity investors should be putting their money bearing in mind his views on the over-reliance on household debt for growth.

  • post-rdr investment trusts

    post-rdr investment trusts

    RDR is likely to have only a marginal impact, if any, on the demand for investment trusts among financial advisers, according to more than a third of delegates at a recent conference on the investment vehicles.

  • franklin templeton top fund sales

    franklin templeton top fund sales

    Franklin Templeton saw the greatest mutual fund sales in Europe in 2011, with the success of its bond funds pushing its total to 12.6bn, according to Lipper.

  • Armstrong launches multi-manager

    Armstrong launches multi-manager

    Distinction Asset Management, a partner of Armstrong Investment Managers, has relaunched its Cautious Return fund as a multi-manager fixed income absolute return vehicle.

  • the multi-asset threat

    the multi-asset threat

    With the advent of RDR it is expected IFAs will increasingly outsource investment decisions presenting an opportunity for discretionary fund managers (DFMs) to offer their investment services. But fund houses are also making moves to appeal to outsourcing IFAS, through expanding their multi-asset propositions. Is there room for both or will one party’s success lead…

  • spdr euro high yield

    spdr euro high yield

    State Street Global Advisors-owned SPDR ETFs cross-listed its latest fixed income product on the London Stock Exchange today, the SPDR Barclays Capital Euro High Yield Bond ETF.

  • fidelity taps into multi-asset demand

    fidelity taps into multi-asset demand

    Fidelity is expanding its multi-asset range by renaming and slightly changing the focus of an existing fund, run by Richard Skelt.