Author: Portfolio Adviser

  • should commodities be seen as an asset class

    should commodities be seen as an asset class

    The correlation of commodity performance to equity markets has increased so much that commentators now question their effectiveness in diversifying portfolios. Is this a short-term blip or is it trend we need to take notice of?

  • gilliat targets income-hungry investors

    gilliat targets income-hungry investors

    Gilliat Financial Solutions has launched its highest ever income offering, targeted at yield-starved investors.

  • can you solve a debt crisis with more debt

    can you solve a debt crisis with more debt

    The investment question du jour should be can you solve a debt crisis with more debt?”, says Bill Gross, managing director at PIMCO.

  • henderson sees aum tumble by 9bn

    henderson sees aum tumble by 9bn

    Henderson Global Investors saw AUM fall by £9bn in Q3 as retail outflows from its own funds and acquired Gartmore funds totalled £946m.

  • property trusts trump other investment companies

    property trusts trump other investment companies

    Returns from property investment trusts have beaten those of investment companies as a whole over the past three years, attracting investors back to the sector, according to the Association of Investment Companies.

  • ubs launches global diversified fund

    ubs launches global diversified fund

    UBS Global Asset Management has launched a Global Diversified Fund with David Buckle as lead manager.

  • chatfeild roberts hands over to somerville

    chatfeild roberts hands over to somerville

    John Chatfeild-Roberts is to hand over lead manager duties for the Jupiter Global Managed Fund to Simon Somerville, in order to concentrate on his role as CIO of the group.

  • lgim retail fund flows slump

    lgim retail fund flows slump

    Legal & General Investment Management’s retail business saw new fund flows more than half in the first nine months of 2011, year-on-year, even as the firm’s total AUM grew.

  • madof victim bramdean to launch fund supermarket

    madof victim bramdean to launch fund supermarket

    Bramdean Asset Management (BAM), which was caught out in 2008 due to investments in Bernard Madoff’s fund, has confirmed it is planning to launch an online funds supermarket called beesandhoney.com.

  • threadneedle and lvam partnership

    threadneedle and lvam partnership

    Threadneedle Investments today announced the details of the transfer of LV= retail funds, confirming no fund managers would be moving with their mandates and hinting further changes were to come.

  • us and european corporate earnings growth slows

    us and european corporate earnings growth slows

    Bill O’Neill assesses the picture painted by Q3 earnings reported from companies either side of the Atlantic.

  • barclays wealth bucks investment arm trend

    barclays wealth bucks investment arm trend

    Barclays Wealth saw pre-tax profit for the first nine months of the year jump 25%, compared to the same period last year, due to a boost in its High Net Worth business.