Author: Portfolio Adviser

  • Qatar an ambitious family business

    Qatar an ambitious family business

    From metro lines to stadiums, the sheer scale of Qatar’s infrastructural development is a sign of the nation’s ambition

  • Chinese equity markets mini big bang

    Chinese equity markets mini big bang

    According to Jupiters Philip Erhmann the launch of Shanghai-Hong Kong Connect promises a sea change in the way domestic and foreign equity investors operate in the country.

  • Risk targeted or traditional multi asset funds

    Risk targeted or traditional multi asset funds

    Portfolio construction in the heavily regulated environment that we work in is not for the faint-hearted; you have met with your client, completed a risk questionnaire and discussed their objectives and attitude to investment risk.

  • Russell Investments sees slim pickings in equities

    Russell Investments sees slim pickings in equities

    Russell Investments has said there are signs unpredictable and irrational equities markets will mean there are slim pickings for good buying opportunities but it retains its marginal preference over fixed income.

  • UK sustainable investment group rebrands

    UK sustainable investment group rebrands

    The UK Sustainable Investment and Financial Association (UKSIF) has rebranded its ethical investment campaign in a bid to attract a broader range of financial backers.

  • The unprecedented opportunity of pensions freedom

    The unprecedented opportunity of pensions freedom

    According to JP Morgans head of UK funds, Jasper Berens, the financial advisory community needs to step up and meet the surge in demand for investment advice.

  • Pioneer fund manager interview

    Pioneer fund manager interview

    Recent government policies in Japan and Korea are creating potential dividend yield opportunities, according to Piergaetano Iaccarino, senior vice president, Pioneer Investments.

  • Axa IM launches HY US bond fund

    Axa IM launches HY US bond fund

    Axa Investment Managers has announced the launch of the Axa WF US Dynamic High Yield Bonds fund, managed by Carl Whitbeck.

  • Companies offer a contrarian view of Europe

    Companies offer a contrarian view of Europe

    According to SW Mitchell Capitals Stuart Mitchell, the indications from companies on the ground is that Europe is continuing to recover as expected.

  • OMGI targets exciting middle ground

    OMGI targets exciting middle ground

    Having raised just under $80m since its official launch in September, the managers of the Old Mutual Monthly Income High Yield Bond Fund, say it is well positioned to capitalise on continuing opportunities in the global bond market.

  • BlackRock tool launched to help plan future

    BlackRock tool launched to help plan future

    BlackRock has launched an interactive tool to help advisers and consumers plan for the future.

  • State Street launches worlds first passive

    State Street launches worlds first passive

    State Street Global Advisors has launched what it claims is the world’s first passive global convertible bond exchange traded fund.