Author: Portfolio Adviser

  • Four uncorrelated stalwarts

    Four uncorrelated stalwarts

    Intelligent partnership looks at four assets that can provide uncorrelated returns to a portfolio.

  • Political uncertainty contrarian opportunities

    Political uncertainty contrarian opportunities

    According to Alex Wright, manager of the Fidelity Special Situations Fund political events are likely to have an impact on his management approach in 2015.

  • Restructured Lyxor targets 50 AUM jump by 2018

    Restructured Lyxor targets 50 AUM jump by 2018

    In an effort to meet its target of a 50% increase in assets under management by 2018, Lyxor Asset Management has restructured its business into three centres of expertise.

  • FCA review of in house funds reveals

    FCA review of in house funds reveals

    An FCA review of the use of in-house investment products by wealth management and private banking firms, while largely positive, has revealed some weaknesses in client communication.

  • Fundamental change in Japan is unlikely

    Fundamental change in Japan is unlikely

    Despite the hype, Heartwood Investment Management’s Michael Stanes says the group remains neutral on the Japanese market.

  • Aviva in talks to buy Friends Life

    Aviva in talks to buy Friends Life

    Aviva is in talks to buy Friends Life in a deal which would make the combined group one of the largest savings and investment groups in the UK.

  • Five risk questions to ask your return manager

    Five risk questions to ask your return manager

    The proliferation of absolute returns funds has done much to widen the opportunity set available to investors. But it has also done much to muddy the waters. Aside from the delivery of attractive positive returns, many investors seek an investment strategy founded on firm risk management processes.

  • Jean Medecin Europe comment

    Jean Medecin Europe comment

    Carmignac Gestion investment committee member Jean Medecin looks at factors that investors should account for when investing in European equities

  • Oliver Harris alternatives comment

    Oliver Harris alternatives comment

    Montreux Capital managing partner Oliver Harris looks at how alternatives and income can benefit from examining demographic changes

  • RBS fined 56m over IT failures

    RBS fined 56m over IT failures

    Regulators in the UK have fined Royal Bank of Scotland £56m for IT failures which meant customers of three of the groups banks were unable to access banking services.

  • Rethinking frontier markets

    Rethinking frontier markets

    According to City Asset Managements Thomas Watt, low volatility is just one reason to consider an investment in frontier markets.

  • Richard Titherington EM comment

    Richard Titherington EM comment

    Richard Titherington, chief investment officer for emerging market equities at J.P. Morgan Asset Management, outlines three catalysts for sustainable performance recovery in emerging markets.