Author: Portfolio Adviser

  • 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).

  • 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.