Low correlation advantage of alternatives
James Klempster gives the positive case for the role of alternatives in a private client portfolio, benefiting as they do from a low correlation to more traditional assets.
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online reader survey Amazon voucher one day to go
For your chance to win a £500 Amazon voucher, you have until close of business tomorrow to fill out the Portfolio Adviser online readers' survey.
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UK launch for Lombard Odier Emerging Consumer fund
Lombard Odier Investment Managers has launched a UK version of its Ucits Emerging Consumer fund, focusing on the changing consumption patterns in Asia, Africa and Latin America.
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analysis of corporate bond fund strategies
Ben Edwards and Paul Read both run corporate bond funds with very different strategies so here they explain how both look to achieve the same thing but in very different ways.
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why you shouldnt drop gold from portfolios
The likely continued increase in public debt across the globe justifies the place of gold in a diversified portfolio, according to Swedish banking group SEB.
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russia undervalued but not trough level
Russia is a market that is priced on perception and sentiment rather than fundamentals. Douglas Helfer explains where the mispriced assets are and how to take best advantage of them.
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aiming at equities outside traditional grounds
Investors have continued with their move away from bonds and towards equities, raising questions about where opportunities can be found given the uncertain climate.
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online reader survey Amazon voucher
Fill out the Portfolio Adviser online readers' survey for your chance to win a £500 Amazon voucher
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barclays champions long term china play
Direct exposure to China deserves a place in most long-term portfolios despite the recent underperformance of the country’s companies, Barclay’s Kevin Gardiner argues.
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watson view on Europe past the worst
Rupert Watson expects the positive growth in Europe in the second half of this year to carry on through 2013 bosted by a return in confidence in the region.
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the most precious of investments
It's clear that the very largest of GEM funds are still considered the creme de la creme of emerging market investments, but it's for good reason.
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manufacturing growth offers china recovery hope
New figures suggesting Chinese manufacturing activity expanded for the first time in over a year offer hope that the world’s second largest economy is in the midst of a genuine recovery.