Author: Portfolio Adviser

  • 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.

  • alliance trust announce knox replacement

    alliance trust announce knox replacement

    Alliance Trust has announced the appointment of FSA director Karin Forseke as a non-executive chairman, to take effect from 2 April.

  • meteor launches two new structured plans

    meteor launches two new structured plans

    Meteor Asset Management has launched two new structured products, an income plan and a kick-out plan.

  • global income sector not a flash in the pan

    global income sector not a flash in the pan

    The launch of the IMA’s new Global Equity Income Sector has brought to the fore some issues last visited during the organisation’s ill-fated split of the UK Equity Income Sector. But this time it’s different…

  • signia wealth poaches sg hambros cio

    signia wealth poaches sg hambros cio

    London-based Signia Wealth has recruited Martin OHare from Société Générale Private Banking Hambros, as its managing director and head of investment solutions.

  • aberdeen expands multi-manager team

    aberdeen expands multi-manager team

    Aberdeen Asset Management has appointed Sonja Tilly as an analyst within its multi-manager team, taking the team up to 10-strong.

  • japan and germany 2011 favourites

    japan and germany 2011 favourites

    Perceived safe havens Japan and Germany were the only equity fund groups to see net inflows for the year in 2011, according to research from EPFR Global.