Fund Manager Profile: Lazard’s James Donald
In a world that is focused on defensive stocks, Lazard’s venerable relative value manager takes a different route to emerging markets growth.
Profiles & Comment
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Asset Allocator: Nutmeg’s Shaun Port
A universe of 200 ETFs provides Nutmeg’s Shaun Port and his team with an impressive toolkit with which to navigate the complex markets following the recent unexpected political events in the UK and the US.
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Infrastructure: New foundations on a well trodden path
Following the Brexit vote there has been a renewed interest in infrastructure, with the hope that the UK government will throw money at high-profile and popular projects in an attempt to stem an economic slowdown.
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Wealth manager profile: Cerno Capital Partners’ Spence
With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.
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Don’t underestimate the US growth engine – Slater
Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so
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Wealth manager profile: Waverton’s John Bellamy
Three years after a management buyout, the head of managed funds at Waverton is spearheading its progress in running client money in a cost-conscious world.
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10 YEARS OF PA: The birth of infrastructure funds, to property in turmoil
The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom.
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Are equity risk premiums really still attractive?
Consensus suggests it is a struggle to find value in equities, but despite political uncertainty in the UK, US and Europe, there are still plenty of opportunities globally
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Why hedge funds have put investors into a panic
For the once-mighty hedge-fund industry, these are not the best of times – to put it mildly. Outflows are gathering pace as investors, wearying of high fees, poor performance and bad publicity, vote with their feet.
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10 YEARS OF PA: More fund choice, but lower costs
As Portfolio Adviser celebrates its 10th anniversary, we reflect back to inform our view on what challenges the investment industry will encounter in the decade to come.
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PA Podcast: Central bank feather bed and the return of financials
The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.
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Putting the boot on the other foot
As governments look to move from a monetary to a fiscal policy, an end to global austerity could be a boon for infrastructure funds, but ignore investment trusts trading at premium
