Author: Portfolio Adviser

  • bob doll us to post double digit gains in 2012

    bob doll us to post double digit gains in 2012

    Bob Doll explains why US stock markets are set for a double-digit rise while its economy should be pleased with “muddling through” to grow by 2.5%.

  • lgim pairs with source to launch etp

    lgim pairs with source to launch etp

    Legal & General Investment Management has partnered with Source to launch its first exchange-traded product, the LGIM Commodity Composite Source ETF.

  • sober start to 2012 as risk off continues

    sober start to 2012 as risk off continues

    Investors maintained their risk-off stance in the first week of the New Year, with inflows into US bond funds and high yield bond funds suggesting the continued pursuit of yield.

  • fidelity aligns amcs on multi-asset range

    fidelity aligns amcs on multi-asset range

    Fidelity has aligned the AMCs on its suite of multi-asset funds to 1.25%, taking the charge for its Multi Asset Defensive Fund up while the Multi Asset Growth Fund will see a fee cut.

  • lombard odier appoints cio asia

    lombard odier appoints cio asia

    Lombard Odier has appointed Pranay Gupta as chief investment officer Asia and global head of investment solutions.

  • stenham launches global macro fohf

    stenham launches global macro fohf

    Stenham Asset Management has launched a new global macro fund of hedge funds, the Stenham Helix, which joins its flagship macro fund Stenham Trading.

  • Inv trust boards dont back products

    Inv trust boards dont back products

    Schroders, Aberdeen, Jupiter and Henderson are among the big-name fund houses with directors holding no investment in their respective investment trusts, according to a new report from Collins Stewart.

  • the agenda for 2012 is remarkably similar to 2011

    the agenda for 2012 is remarkably similar to 2011

    Ian Kernohan gives his economic outlook for 2012 and sees a great deal of similarity with the problems faced last year.

  • passive vs active depends on sector

    passive vs active depends on sector

    Only 10% of active managers outperform the index in “efficient” sectors such as government bonds, while 78% beat the benchmark in sectors under less scrutiny, such as small cap equities.

  • city financial changes global bond fund

    city financial changes global bond fund

    City Financial has re-launched its Strategic Global Bond Fund and changed the investment manager to Graham Glass from Argyll Investment Services.

  • we should have filled our boots with gilts

    we should have filled our boots with gilts

    Gilts may have been a good place to be in the three years post-Lehman but it is difficult to see investors getting a boost from them again this year, according to Gary Reynolds, chief investment officer at Courtiers.

  • any equity bounce is not sustainable

    any equity bounce is not sustainable

    Dirk Wiedmann explains why Rothschild Wealth Management doesn’t like equities but does like gold, and sees property rather than bonds as a long-term bet.