Investment
Alternatives | 20 Jul 18
Why Ben Goldsmith is downplaying his fund’s three-year milestone
Ben Goldsmith would prefer investors wait until next year to assess performance on his thematic investment trust, Menhaden Capital, despite it reaching its three-year milestone in several weeks’ time.
Fixed Income | 19 Jul 18
Vanguard: We’re not troubled by duration in Lifestrategy
Vanguard has faced criticism for soaring duration in its fixed allocation Lifestrategy range, but investment strategist Ankul Daga is doubtful tactical decisions made by active managers will deliver superior results.
Investment | 19 Jul 18
Advisers dump less wealthy clients into multi-asset
The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.
Investment | 19 Jul 18
Last Word launches website for ESG investors
Last Word – the company that owns Portfolio Adviser – has created a website for professional investors interested in ESG and impact investing.
WH Ireland CEO makes quick exit as AUM falls
WH Ireland CEO Richard Killingbeck is stepping down, as the company’s assets under management fall to £2.6bn in its results for the 16 months to March.
Alternatives | 18 Jul 18
Five absolute return takes on the Trump trade war
Absolute return managers weigh in on how they are positioned for the potentially volatile fallout of a US trade war as Donald Trump announces tariffs on $200bn of Chinese goods.
Alternatives | 18 Jul 18
Duration outperforms despite rate hike concerns
Long duration funds outperformed in the second quarter of 2018, despite investors’ ongoing concerns around interest rates.
Investment | 18 Jul 18
Competition watchdog seeks investment consultancy overhaul
The Competition and Markets Authority (CMA) has proposed a radical overhaul of the UK’s £1.6trn investment consultancy and fiduciary management industry after identifying conflicts of interest, a lack of competition and opaque fees.
Alternatives | 18 Jul 18
SLI Gars hits back at ‘sniping’ media in performance update
Standard Life Investment’s Global Absolute Return Strategy (Gars) has admitted prepping too early for the end of the cycle and vented about the level of media attention on its multi-billion pound outflows.
Hermes defies tough GEM market with fund launch
Hermes Investment Management’s Gary Greenberg is launching his second emerging markets vehicle, which will focus on small to mid-cap companies, at a time when investors are pulling money out of emerging markets.
