September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles
Investment
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Four views: Are gilts finally back in favour?
A year after Liz Truss’s ill-fated mini-budget sent the bond market into a tailspin, experts give their view on the role gilts have to play in portfolios going forward
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Mid Wynd switch to Lazard Asset Management completes
Lazard will waive fees for three and-a-half months amid initial portfolio changes
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Ark Invest’s Wood and Rize co-founder Forbes on their new joint venture into European ETFs
The founders discuss reasons behind the deal with Portfolio Adviser
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High-yield bonds: Buy or buyer beware?
Mike Della Vedova of T Rowe Price and Iboss’s Chris Metcalfe on whether they’re embracing sterling high-yield bonds in their portfolios or giving them a wide berth
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‘If these companies were European… you would love them’: Guinness’s Harriss and Malik on China’s macro discount
Guinness Greater China managers addressed concerns over the China property sector at an investor conference in London
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Brits continue to flock to alternative investments
As they look to diversify their portfolio, beat inflation and generate wealth in the long-term
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ThomasLloyd Energy Impact Trust names Octopus as transitional manager
The investment manager will be in place until 30 April
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Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
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Ediston Property shareholders approve £200m portfolio sale
Board now seeking approval to wind up trust
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‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
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Church House’s Mahon: ‘2022 was a shocker’ for absolute returns
Portfolio Adviser speaks to James Mahon, co-manager of the £259m Church House Tenax Absolute Return Strategies Fund
