Author: Portfolio Adviser

  • 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.

  • absolute return funds are not created equal

    absolute return funds are not created equal

    In the short time we have been back following the festive hiatus there has been a muted but audible buzz in the air about the Absolute Return Sector. Why is this and is it about to turn into a foghorn?

  • rdr will see shrinking industry

    rdr will see shrinking industry

    The approach of RDR will see the funds industry continue to shrink in 2012, with big-name managers retiring and fund mergers and closures more common, according to Thames River Multi-Capital.

  • the euro is still in search of a government

    the euro is still in search of a government

    Neil Williams describes the eurozone’s economic deterioration at a level that means recession is inevitable and explains why even a common eurobond is not the answer.

  • ocean dial appoints ceo

    ocean dial appoints ceo

    Caledonia-owned boutique fund house Ocean Dial Asset Management has appointed Robin Sellers as chief executive as it continues to focus on investment prospects in India.

  • aifa appoints new policy director

    aifa appoints new policy director

    Chris Hannant has been appointed as a new policy director of the Association of Independent Financial Advisers (AIFA).