Author: Portfolio Adviser

  • Japan taxing times

    Japan taxing times

    Neil Williams discusses the proposed rise in Japan’s consumption tax and the impact it, and other plans, could have on the Bank of Japan’s purchase of government bonds.

  • top fund manager talent revealed

    top fund manager talent revealed

    Jupiter, Schroders and Henderson were among those fund houses awarded multiple FE Alpha Manager ratings for 2012, marking them out as top of the talent pool.

  • cautious managed funds highest

    cautious managed funds highest

    The IMA Cautious Managed Sector saw the highest net retail sales in 2011, for what was the second year running, even while sales of the funds dropped by almost £1bn.

  • aberdeen soft-closes em fund

    aberdeen soft-closes em fund

    Aberdeen has written to investors in its EM fund to “seek cooperation” in limiting flows into the strategy to prevent performance suffering due to illiquidity.

  • profit warning from walker crips

    profit warning from walker crips

    Walker Crips Group today warned profit for the year to 31 March was likely to be lower than expectations, as it reported a fall in funds under management in its “non-core” offshore funds.

  • survey - advice worth less than

    survey – advice worth less than

    As the day fast approaches when IFAs will bill clients for their time instead of relying on commission, a new report has found Britons are only willing to pay £38.90 an hour for advice.

  • punter southall buys rest of psigma

    punter southall buys rest of psigma

    Punter Southall Group announced today it has bought the remaining share of PSigma Asset Management, making it 100% owner.

  • jupiters bonham carter

    jupiters bonham carter

    The financial services industry is fundamentally flawed for believing fund managers can achieve constant outperformance, according to Edward Bonham Carter, Jupiter’s chief executive.

  • axa im poaches seyer from lyxor

    axa im poaches seyer from lyxor

    Axa Investment Managers has appointed Laurent Seyer as global head of investment solutions, joining from Lyxor Asset Management on 2 May.

  • alliancebernstein launches us

    alliancebernstein launches us

    AllianceBernstein has launched a Luxembourg-domiciled US equity fund, focusing on large and mid-cap stocks.

  • How safe are safe havens

    How safe are safe havens

    2011 was a difficult year for investors, but more so because of the sizeable macro risks that had to be considered rather than the impact of negative returns.

  • liontrust to launch asia income fund

    liontrust to launch asia income fund

    Following the acquisition of Asia-focused Occam Asset Management, Liontrust has announced plans to expand its range in the region with the launch of an Asia Income Fund.