Author: Portfolio Adviser

  • Golds upward momentum likely to continue

    Golds upward momentum likely to continue

    Gold is recovering alongside rising equity market volatility as a flight to safety bid for US Treasuries has emerged, argues ETF Securities’ Martin Arnold

  • LGIM creates new role for EMEA retail distribution

    LGIM creates new role for EMEA retail distribution

    Legal & General Investment Management (LGIM) has appointed a new head of retail distribution for Europe and the Middle East.

  • Using ETFs to capture global equity market growth

    Using ETFs to capture global equity market growth

    In the past, equity investments have focused on the accessible domestic equity markets. Knowing the local economy and familiarity with companies traditionally lent confidence to investors.

  • Emerging markets buffeted by shifting sentiment

    Emerging markets buffeted by shifting sentiment

    Emerging Markets (EM) asset prices and currencies have been buffeted by the shifting sentiments about the US, Europe and Japan, although fundamentals in EM have hardly changed relative to the heavily indebted developed countries.

  • Emirates NBD adds further eight funds

    Emirates NBD adds further eight funds

    Emirates NBD Asset Management has added a further eight funds to its Luxembourg based SICAV, as it looks to broaden its investor base.

  • FC Investments appoint new head drive European

    FC Investments appoint new head drive European

    F&C Investments has appointed Georg Kyd-Rebenburg as its European wholesale distribution head.

  • European equities three high conviction ideas

    European equities three high conviction ideas

    Cyclical stocks are amongst the best investment ideas, says unconstrained European equities fund manager John Baker of JPM Europe Dynamic ex UK Fund.

  • The levers being pulled in emerging markets

    The levers being pulled in emerging markets

    Were seeing a wide range of levers being pulled in emerging markets, from profound supply side reforms to deeper political shifts.

  • A view of life after QE

    A view of life after QE

    A key trend of the global bull market has been the reach for yield by investors, which has narrowed credit spreads and pushed absolute corporate bond yields down to record lows.

  • JOHCM launches US equity fund

    JOHCM launches US equity fund

    J O Hambro Capital Management (JOHCM) has announced the launch of its Dublin-domiciled US Small and Mid-Cap Equity Fund.

  • What does the stronger dollar really mean for EM

    What does the stronger dollar really mean for EM

    Shifting perceptions of the Federal Reserve tightening cycle and falling commodity prices are two themes that we have highlighted over the last couple of weeks.

  • Explaining the likely sterling ceiling

    Explaining the likely sterling ceiling

    According to Royal Londons Ian Kernohan there are reasons to expect a cap on potential sterling appreciation.