Author: Portfolio Adviser

  • Victoria Hasler, Legg Mason Income Optimiser Fund

    Victoria Hasler, Legg Mason Income Optimiser Fund

    Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are “best in class” through the Square Mile Investment Consulting Research fund ratings.

  • Pension industry jointly responsibile for clients

    Pension industry jointly responsibile for clients

    There is a new and clear division of responsibility in the UK between consumers, the pensions industry and government policy makers coming into effect after 6 April that is a long way from the current system, the Financial Conduct Authority said.

  • Focus should be on how quickly rather than when

    Focus should be on how quickly rather than when

    According to Royal London Asset Management economist, Ian Kernohan, the issue is not so much when the first hike will come in the US, if at all, but how quickly rates rise.

  • TMPI Medium Risk

    TMPI Medium Risk

    Underweight positions in bonds took the shine off the performance of medium-risk portfolios, but concerns remain about when these markets will turn

  • US passive aggressive offers glimmers of hope

    US passive aggressive offers glimmers of hope

    One of the most striking divergences since the start of the global financial crisis has been the speed and magnitude of the US recovery relative to that of the rest of the world.

  • Stand by to repel risk rerating

    Stand by to repel risk rerating

    According to Tellsons Investors, investors should be preparing for the possibility of an inflection point in the polar extremes between bond and equity market valuations

  • Indias new budget the constant drip of reform

    Indias new budget the constant drip of reform

    Kunal Desai, head of Indian equities discusses the implications of Sunday’s budget in India.

  • Six reasons to remain bullish on healthcare

    Six reasons to remain bullish on healthcare

    The healthcare sector is immersed in an “unprecedented period of structural change” which is a reflection of shifting dynamics and technologies throughout the world. But rather than being a cause for concern, Stenham Asset Management gives reasons why we should be optimistic about healthcare funds

  • Millenials are in for an economic rollercoaster

    Millenials are in for an economic rollercoaster

    Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.

  • Counterpoint Bill Smead

    Counterpoint Bill Smead

    Bill Smead, chief investment officer at Smead Capital Management, discusses why the so-called Millenial generation are in for a economic rollercoaster.

  • Indian budget comment

    Indian budget comment

    Hermes’ Gary Greenberg looks ahead at what we might expect from Saturday’s announcement of the annual budget.

  • Carmignac equity fund managers leave for personal reasons

    Carmignac equity fund managers leave for personal reasons

    Two Carmignac emerging equity fund managers have left the Parisian investment firm for personal reasons as Xavier Hovasse and David Park take their place.