Author: Portfolio Adviser

  • 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.

  • whitefoord drops absolute return fund name

    whitefoord drops absolute return fund name

    Discretionary investment manager Whitefoord LLP has changed the name of its Absolute Return Fund to the CF Cautela Fund, as its manager took a pop at the Absolute Return sector.

  • morgan stanley launches brazilian strategy

    morgan stanley launches brazilian strategy

    Morgan Stanley has launched a Brazilian long/short strategy via its Dublin-domiciled Ucits platform.

  • investment trusts switch focus to income

    investment trusts switch focus to income

    Investment trusts aimed to tap into investors’ desire for income in 2011, with new launches and policy changes for existing funds reflecting the trend.

  • value in japan is not just a broken record

    value in japan is not just a broken record

    Sam Perry looks at two contrasting examples of Japanese corporate governance before concluding that estimates of earnings growth at 20%+ for the next couple of years is a sign of equity strength.

  • hayes takes on axa im corporate bond fund

    hayes takes on axa im corporate bond fund

    Nick Hayes has taken over from Theodora Zemek as the lead manager of the Axa Sterling Corporate Bond Fund, as he continues to make his mark on the Axa IM fixed income team.

  • gilbert and young cash in on aberdeen

    gilbert and young cash in on aberdeen

    Aberdeen Asset Manangement’s chief executive, Martin Gilbert, and managing director of Asia, Hugh Young, have sold over £6m worth of shares in the company.