Author: Portfolio Adviser

  • china shadow banking system

    china shadow banking system

    Meg Woods describes problems in China’s shadow banking system as well as a correction that is due in its property market.

  • gilt investors to see negative real yields

    gilt investors to see negative real yields

    Investors in 10-year Gilts could receive negative real yields of between 30% and 40% if the government continues to use them to restructure debt by stealth.

  • heartwood secures platform partnerships

    heartwood secures platform partnerships

    Investment manager Heartwood has announced partnerships with seven platform providers, including Novia, Transact and Standard Life, in a move that will grant IFAs access to its investment offering.

  • could zambia be the new brazil

    could zambia be the new brazil

    Sven Richter puts the case forward for Zambia as an up-and-coming frontier market, saying it is now where Brazil was at the beginning of this century.

  • private equity fund managers reduce fees

    private equity fund managers reduce fees

    After several slow years, private equity fund managers are boosting transparency and dropping fees in order to attract investor business.

  • markets moved past period of greatest risk

    markets moved past period of greatest risk

    Even though the eurozone is still in crisis and the Fed has lowered its foreacast growth rate for the US, Bob Doll argues that for markets the worst is over.

  • coutts fined by fsa over aig product sales

    coutts fined by fsa over aig product sales

    Coutts & Co has been fined by the Financial Services Authority over products it sold linked to AIG.

  • Surprising sector top consistency tables

    Surprising sector top consistency tables

    The most consistent sectors for top quartile returns over the past three months were Emerging Markets, UK Smaller Companies and, surprisingly, Europe ex-UK, according to Thames River Multi-Capital.

  • ima stalwart investors believe in equities

    ima stalwart investors believe in equities

    Investor belief in an equity recovery is holding strong, despite a drop in overall confidence levels over the past six months, according to statistics from the IMA.

  • fidelity criticised for breaching takeover code

    fidelity criticised for breaching takeover code

    Fidelity Worldwide Investment has been publicly criticised by the Hong Kong regulator for failing to disclose a large position it held in Little Sheep, a company which was subject to a takeover.

  • pa analysis investors and managers in sync

    pa analysis investors and managers in sync

    If you close your ears to the constant bombardment of negative news from the eurozone, tough to do I know, there are actually some reasons for optimism starting to filter through investment circles.

  • woodford stays among highest geared managers

    woodford stays among highest geared managers

    Neil Woodford’s Edinburgh Investment Trust was among only 12 trusts with gearing greater than 15% of NAV at the end of September, as managers remained cautiously leveraged during the month.