Author: Portfolio Adviser

  • active etfs to lose competitive advantage post rdr

    active etfs to lose competitive advantage post rdr

    Swiss & Global is planning to launch a new range of “Smart” ETFs in the New Year which will be actively managed despite an industry-wide lack of conviction for such products.

  • why dont ethical funds invest in more renewables

    why dont ethical funds invest in more renewables

    Ryan Smith explains some of the problems behind investing in more renewables and puts the case for international agreement on climate change as the catalyst for future demand.

  • gkam taps into Nordic safe haven appeal

    gkam taps into Nordic safe haven appeal

    Specialist fixed income boutique Glendevon King Asset Management has launched a Norwegian krone class in its new Global Bond Fund II, offering investors access to the safe haven growth story of the currency.

  • syz launches high yield bond fund

    syz launches high yield bond fund

    Swiss banking group Syz & Co has expanded its Luxembourg-domiciled Sicav range with the launch of the Oyster Global High Yield Fixed Income Fund.

  • morningstar rdr-readies its ratings

    morningstar rdr-readies its ratings

    Morningstar has revised the methodology for its closed-end fund ratings in the UK, in a bid to enable easier comparison with Oeics ahead of RDR.

  • rathbone looks into further launch for coombs

    rathbone looks into further launch for coombs

    Rathbone Unit Trust Management is considering launching another multi-asset portfolio for David Coombs, head of multi-manager investments at the boutique fund manager.

  • glg launches strategic bond fund

    glg launches strategic bond fund

    GLG Partners has launched a Strategic Bond Fund for Cristophe Akel, with the unrestricted ability to invest across the credit and duration spectrums.

  • brutal markets hurt boltons nav

    brutal markets hurt boltons nav

    Anthony Bolton called markets over the past few months the most “brutal” he could remember, as he sought to justify a 29% fall in the NAV of his investment trust in the first half of the year.

  • uk qe at best it wont work

    uk qe at best it wont work

    Neil Williams questions the Bank of England’s attitude towards quantitative easing, arguing it may be keeping yields down but will do nothing to promote economic growth.

  • aberdeen considers global small cap fund

    aberdeen considers global small cap fund

    Aberdeen Asset Management is looking into launching a Global Small Cap Fund, which would be run by its global equities team and headed up by Stephen Docherty.

  • markets will triumph over political parade

    markets will triumph over political parade

    The Greek Prime Minister Papandreou has fallen, Berlusconi is on his way out and Nicolas Sarkozy has only just survived the severe palpitations he experienced when France’s prized AAA credit rating was “accidently” cut by S&P.

  • uhnwis control 25trn wealthx study

    uhnwis control 25trn wealthx study

    A pool of almost 186,000 ultra-high net worth individuals account for assets of more than $25trn, according to Wealth-X, a Singapore-based research provider to global institutions.