Author: Portfolio Adviser

  • yousefian em conviction highest ever

    yousefian em conviction highest ever

    Emerging markets have not lost any of their long-term attraction despite their recent sell off, according to Tony Yousefian chief investment officer at OPM Fund Management, whose Worldwide Opportunities Fund has its highest ever exposure to the sector.

  • emu bonds head for poorest performance since 99

    emu bonds head for poorest performance since 99

    Eurozone bonds are on course for their worst performance since 1999, according to Simon Ward Chief Economist at Henderson Global Investors, and have taken much more of the strain than the single currency during this most recent crisis.

  • China bull vs bear is an outdated debate

    China bull vs bear is an outdated debate

    Henry Zhang argues that investors need to broaden their scope when considering China as an investment opportunity, and avoid pulling their money every time it is risk off in markets.

  • what do investors and managers have in common

    what do investors and managers have in common

    The ultimate aim of making money may be common to investors and asset managers, but it doesn’t necessarily follow that their interests are aligned.

  • pictet launches asia ex-japan equity fund

    pictet launches asia ex-japan equity fund

    Pictet Asset Management has registered its Luxembourg-domiciled Asia ex-Japan long/short equity fund for sale in the UK and will launch a sterling share class once the first UK investor subscribes.

  • newton drops us portfolio as laing leaves

    newton drops us portfolio as laing leaves

    Simon Laing is to depart Newton Investment Management to join Invesco Perpetual as head of US equity fund management.

  • ths partners and gam mull global equity fund

    ths partners and gam mull global equity fund

    THS Partners has confirmed it is in the early stages of partnering with GAM to launch a global equity income fund.

  • hermes chief rupert clarke steps down

    hermes chief rupert clarke steps down

    Hermes Fund Managers’ chief executive Rupert Clarke has stepped down from the company after four years.

  • arbuthnots proctor leaves for pastures new

    arbuthnots proctor leaves for pastures new

    Arbuthnot Banking Group is to lose CEO of its private banking division Dean Proctor, in what his employer sees as a sure sign of brain drain from the UK.

  • lets hope Merkel makes the right decision

    lets hope Merkel makes the right decision

    Jeff Keen urges Chancellor Angela Merkel to make the right decision and put Europe security ahead of German domestic policy.

  • infrastructure natural portfolio cornerstone

    infrastructure natural portfolio cornerstone

    Listed infrastructure companies are a natural cornerstone investment with a proven ability to deliver consistent absolute returns and to diversify portfolios, according to Alan Brierley, analyst at Collins Stewart.

  • pa analysis - germany in no position to leave emu

    pa analysis – germany in no position to leave emu

    In a worrying development of the eurozone debt crisis today an auction of German bonds failed to attract enough bids for the 6bn on offer, proving Merkel is as much in the mire as the rest of ’em.