Author: Portfolio Adviser

  • European equities ditched for bonds

    European equities ditched for bonds

    Investors, put off by continued fears over the instability of the eurozone, are spurning European equity funds in favour of fixed interest, according to the latest investment trends report from Skandia.

  • wright joins rbc wm

    wright joins rbc wm

    RBC Wealth Management has hired Michelle Wright for its Americas desk. Wright joined from Barclays Wealth this week, as a director in the UK private client wealth management team.

  • barings bows out of absolute return

    barings bows out of absolute return

    Baring Asset Management has bowed out of the Absolute Return space by merging Colin Harte’s Absolute Return Global Bond Trust into Andrew Cole’s Multi-Asset Fund.

  • the west is overplaying chinas economic concerns

    the west is overplaying chinas economic concerns

    Having just returned from a research trip to China, Jing Sun gives his thoughts on the country’s economic, political and social change outlook.

  • boltons fund struggles to neutral rating

    boltons fund struggles to neutral rating

    Anthony Bolton’s Fidelity China Special Situations Fund has been given a ‘neutral’ rating by Morningstar at the launch of its new investment trust analyst ratings service.

  • it performance theory no sound basis

    it performance theory no sound basis

    Investment from fund managers into their own investment trust has traditionally been seen as a sign they have more at stake and so are likely to perform better. But our research suggests otherwise…

  • l and g structured product

    l and g structured product

    Legal & General has raised the level of early bonus and final bonus payments on its latest structured ‘kick out’ investment plan, the Early Bonus Plan 4.

  • ashcourt rowan continues revamp

    ashcourt rowan continues revamp

    Ashcourt Rowan has appointed industry veteran Jim Roberts as a non-executive director, as the firm’s newly-appointed CEO focuses on returning it to profitability.

  • threadneedle poaches avivas richards

    threadneedle poaches avivas richards

    Iain Richards has left Aviva Investors to join Threadneedle Investments as head of governance and responsible investment.

  • go long and go high yield for bond allocations

    go long and go high yield for bond allocations

    Chris Iggo gives his motivations to buy long duration and suggests ‘equity-lite’ for those who are more positive about the global economy.

  • kestrel expands investment management team

    kestrel expands investment management team

    Boutique investment management firm Kestrel Investment Partners has expanded its team with the appointment of Stuart Rollason as a portfolio manager.

  • absolute return sector back in favour

    absolute return sector back in favour

    Absolute Return UK funds bounced back into favour in November with net retail sales of £164m for the sector as a whole, which put it second only to the Cautious Managed Sector.