Author: Portfolio Adviser

  • 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.

  • New multi-asset funds overtake bond funds in 2014

    New multi-asset funds overtake bond funds in 2014

    The number of new mixed-asset funds launched in 2014 and registered for sale in Europe exceeded the number of bond launches last year and accounted for 25% of the market, data from Lipper showed.

  • Deutsche AWM lists Gulf ETF

    Deutsche AWM lists Gulf ETF

    Deutsche Asset & Wealth Management, the wealth management arm of Germany’s Deutsche Bank, said it had listed Europe’s first exchange traded fund to cover equities in the Middle East Gulf region, which will include Saudi Arabia.

  • FCA ramps up inquiries by 20 per cent

    FCA ramps up inquiries by 20 per cent

    The UK’s financial watchdog carried out 20% more investigations last year, however, the number of inquiries being closed without reaching a public outcome has doubled in three years.

  • Risk at work

    Risk at work

    Square Mile’s Alex Farlow, head of risk-based solutions research looks at five risk targeted fund ranges that focus in on capital accumulation.

  • Risk Targeted Funds

  • Ardan appoints Richard Preston as new CEO

    Ardan appoints Richard Preston as new CEO

    Isle of Man-based platform Ardan International has appointed industry veteran Richard Preston as its new chief executive.