Author: Portfolio Adviser

  • fsa fines former-ubs adviser

    fsa fines former-ubs adviser

    The FSA has banned and fined a former client adviser at UBS £150,000 for breaching Principle 1 of its code of conduct and failing to act with integrity.

  • top in sector shows no sympathy

    top in sector shows no sympathy

    Fund managers can outperform no matter what the environment and sympathy for those calling current market conditions “hard” should be limited, according to Jason Pidcock manager of the Newton Asian Income Fund.

  • vinculum plans us equity fund

    vinculum plans us equity fund

    Nigel Legge’s new fund management firm Vinculum is planning to launch a US equity fund during 2012.

  • distressed debt greater margin of safety

    distressed debt greater margin of safety

    Backed up by a return pushing 50% since 2009, Jon Macintosh argues why he thinks distressed debt is one cycle that is worth taking for a ride.

  • dont write off apac just yet

    dont write off apac just yet

    The news that not a single Asia Pacific ex-Japan fund has produced returns north of 0.27% in the year-to-end of November will not be welcomed by investors. But first, a little perspective…

  • first state expands global resources team

    first state expands global resources team

    First State Investments has appointed Tal Lomnitzer as portfolio manager within the Global Resources team.

  • octopus cio departs

    octopus cio departs

    Lothar Mentel has left Octopus Investments and will not be replaced in his role as chief investment officer.

  • swips villainous ethical funds

    swips villainous ethical funds

    Scottish Widows’ Ethical Fund and its Environmental Investor Fund have been branded “villains” by Barchester Green Investment, an IFA specialising in ethical and socially responsible investing.

  • low positive growth to be the theme of 2012

    low positive growth to be the theme of 2012

    Policy makers will be hoping the economic challenges at the end of 2012 will be far less acute than they are at the start – but the portents do not look good.

  • fund outflows ease in october

    fund outflows ease in october

    Outflows from both bond and equity funds eased significantly in October, compared to those experienced in a “summer of carnage”, according to latest data from Lipper FMI.

  • standard life creates global equity income fund

    standard life creates global equity income fund

    Shareholders of the Standard Life Managed Fund have voted overwhelmingly in favour of converting it into a Global Equity Income Fund, according to the firm.

  • volatility creates fixed income opportunities

    volatility creates fixed income opportunities

    The fixed income and credit landscape has changed dramatically over the past five years, and many investors still have to catch onto the opportunities this presents, say Thomas Leah and Ky Van Tang.