Author: Portfolio Adviser

  • lazard announces global controlled

    lazard announces global controlled

    Lazard Asset Management has launched the Global Controlled Volatility Fund, a long-only strategy designed to achieve market-like returns with 20% to 40% less volatility than its benchmark.

  • signia wealth targets midlands

    signia wealth targets midlands

    Signia Wealth has appointed Martin King as managing director of its newly-opened Birmingham office, as it targets ultra-high net worth (UHNW) clients in the West Midlands.

  • Deutsche Bank adds to hedge fund range

    Deutsche Bank adds to hedge fund range

    Deutsche Bank has announced the launch of the DB Platinum IV Fortinbras Prism Index, a long/short Ucits strategy which aims to capture trends in fixed income, interest rate, foreign exchange and commodity markets.

  • barings launches global mining fund

    barings launches global mining fund

    Baring Asset Management has announced the launch of a Global Mining Fund for ex-BlackRock vice president Clive Burstow, who rejoined the firm in June.

  • investment trusts to struggle in 2012

    investment trusts to struggle in 2012

    The outlook for the investment trust sector in 2012 is mixed and if market conditions remain challenging discounts should be expected to widen further, according to analysts at Winterflood Investment Trusts.

  • Ratings upgrades expected for emerging markets

    Ratings upgrades expected for emerging markets

    Pierre-Yves Bareau explains why ratings agencies will look more favourably on ex Europe emerging markets this year while adding a defensive emerging market position is the sensible approach.

  • schroders hires head of property funds

    schroders hires head of property funds

    Schroders has appointed Duncan Owen as head of property funds in conjunction with its takeover of the Invista Foundation Property Trust mandate.

  • regulators must act on etfs this year

    regulators must act on etfs this year

    Regulators are under pressure to make their stance on ETFs clear this year as in 2011 they spent lots of time just “talking about it”, says Michael John Lytle managing director at ETF provider Source.

  • tackling volatility one step ahead of the herd

    tackling volatility one step ahead of the herd

    Sushil Wadhwani argues the case for strategies to include more than just fundamental analysis to take advantage of market volatility now as well as calmer times ahead.

  • aifa director general departs for abi

    aifa director general departs for abi

    Stephen Gay, director general of the Association of Independent Financial Advisers (AIFA) is leaving the organisation to take up a directorship at the Association of British Insurers (ABI).

  • thames river hires ex-ubs head of credit

    thames river hires ex-ubs head of credit

    Thames River has recruited Brett Golledge from UBS in a restructuring of its global credit team that sees two other members depart the firm.

  • morningstar - boltons fund a leap of faith

    morningstar – boltons fund a leap of faith

    Anthony Bolton’s Fidelity China Special Situations Fund is a “leap of faith” with an uncertain future, according to Morningstar, which cited the fund’s investment into two fraudulent companies last year as a key area of concern.