First and foremost, we at Portfolio Adviser hope this note finds you and your nearest and dearest well at this unprecedented time.
The impact of rapidly developing events on portfolios is, of course, a pressing matter but people’s health and well-being are far more important, so we hope you’re keeping safe as Covid-19 continues to spread across the world.
Make sure you don’t miss an issue
Boris Johnson’s decision to put the UK on lockdown on 23 March means you’re highly likely to be reading this from your own home rather than the office – you can see my makeshift desk in the image below. Some (many) of you may, therefore, be worried about missing your monthly fix of Portfolio Adviser in print.
But fear not. Just as financial markets continue to function, so does Portfolio Adviser. You may have noticed we contacted you recently to ask whether you would like to change the address to which your print copy is delivered. Many of you opted to have it sent to your home, but if you missed that, be sure to change your details here.
Should you want to save paper, however, you can read a digital version of the print magazine here, meaning you don’t have to miss out on a raft of top-notch features on investment strategy and profiles with the industry’s leading wealth and fund managers.
> Click here: To read the April issue of Portfolio Adviser
Absolute return, fixed income, top profiles…
In the April issue we tackle absolute return funds. With markets having officially crashed into bear territory, what better time to look at these strategies that claim to offer downside protection? (see p22).
We also have two articles on fixed income: on p26 Momentum Global Investment Management’s James Klempster asks whether it still plays a role in portfolios, while on p54 Square Mile’s Eduardo Sanchez summarises a wide-ranging piece of research gauging professional investors’ attitudes towards the asset class.
> Click here: To change the delivery address for your print issue of Portfolio Adviser
Our wealth manager profile this month is with Canaccord Genuity Wealth Management CEO David Esfandi (p40), while our fund manager is Carmignac’s European equities manager Mark Denham on p36. View from the top is with Gresham House’s top man Tony Dalwood (p48).
Elsewhere, on p44 we find out how Neil Birrell and his team at Premier Miton Investors are navigating uncertainty in their multi-asset funds, and we review funds in the IA Global sector on p52.
Boosting PA’s online coverage
As well as a jam-packed print magazine, we have added a bunch of regular features to the PA website to keep you up to date on how Covid-19 is affecting our industry. These include a ‘Working from home with…’ Q&A series with wealth managers, a weekly round-up of the important Covid-19-related developments and a ‘Quarantine Q&A’ series with fund managers looking at how they have been affected by the pandemic.
> See more: Portfolio Adviser‘s coverage of the Covid-19 pandemic
As ever, we hope you find PA useful both online and in print and look forward to hearing from you. Let us know how working from home is going – any interesting anecdotes or remote working tips? How are you tackling volatility in portfolios? How long will the recession last?
In the meantime, keep safe and we wish you the best at this testing time.
Sebastian Cheek
Editor, Portfolio Adviser
sebastian.cheek@lastwordmedia.com
