Author: Portfolio Adviser

  • Newton Real Return Fund

    Newton Real Return Fund

    Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are best in class through the Square Mile Investment Consulting & Research fund ratings.

  • Phones4U demise underlines importance of ESG

    Phones4U demise underlines importance of ESG

    According to Mitch Reznick, co-head of Hermes Credit, argues ESG factors should be seen as part of a broader set of corporate risk measures.

  • Montreux makes two senior hires as fund

    Montreux makes two senior hires as fund

    Montreux Capital Management has appointed a head of risk management and head of corporate structure and credit.

  • Acadian launches leveraged market neutral fund

    Acadian launches leveraged market neutral fund

    Boston based Acadian Asset Management has launched the Global Leveraged Market Neutral UCITS Fund and registered it for sale across Europe and in Singapore.

  • Newton Asian Income Fund

    Newton Asian Income Fund

    Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are best in class through the Square Mile Investment Consulting & Research fund ratings.

  • Asias deepening capital markets

    Asias deepening capital markets

    Asia is developing its capital markets to provide a resource for middle class savers to build trust around financial reporting and corporate governance, and to attract international investors.

  • Just how good are falling oil prices

    Just how good are falling oil prices

    According to Heartwood Investment Managements Jade Fu, the benefits to US consumers outweighs the risks slumping prices pose to the energy sector.

  • Kaan Nazli EM comment

    Kaan Nazli EM comment

    With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.

  • Martin Kuehle convertible bonds comment

    Martin Kuehle convertible bonds comment

    Following the return of volatility to equity markets from the summer of 2014 onwards, only two things could soothe the nerves of the Schroders convertible bond team in Zurich: good convertibles and Swiss chocolate.

  • Gray to retake management of offshore Miton

    Gray to retake management of offshore Miton

    Martin Gray is to retake the reigns on the offshore MitonOptimal Special Situations Fund on 1 January next year after his new company Coram Asset Management was awarded the funds mandate.

  • Patrik Schowitz equity comment

    Patrik Schowitz equity comment

    Patrik Schöwitz, strategist at J.P. Morgan Asset Management, explains why investors will find it increasingly difficult to find alpha.

  • Smart Beta 2

    Smart Beta 2

    Darius McDermott argues that the new generation of semi-active products that have track records of outperformance and behave consistently, can only be positive for the UK retail investor.