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The active ETF explosion: Tools of the trade or tightening the screws for OEICs?
The explosion of active ETFs onto the London Stock Exchange is set to increase pressure on traditional open-ended funds (Oeics) and investment trusts, according to investment professionals, but they are likely to serve more as an “expansion of the toolbelt” rather than to replace existing products. This comes following more than a 490% increase in…
Insights
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Editor’s letter: The rise and rise of ETFs
During the past five years, the number of active ETFs that have floated onto the LSE has increased by 490%1–2m -
Wealth manager Q&A with Isio IM’s Nilsson: Passive aggressive
Daniel Nilsson, senior portfolio manager at Isio Investment Management, on the growing dominance of passive investing and how it’s gained an edge over active managers3–4m -
Generation next with SJP’s Estragues Lopez: ‘Discipline matters more than breadth’
AI is a revolutionary toolkit, says Carlota Estragues Lopez, equity strategist at St. James’s Place, but understanding how to use the technology to add robustness and avoid human error is key3–4m -
‘You don’t need a rocket to profit from space’
David Coombs, fund manager at Rathbone Multi-Asset Portfolios, on the ‘picks and shovels’ companies that are the stardust of the entire space economy3–5m -
Dynamic Planner’s Chatterjee: Leap of faith
Elon Musk’s SpaceX will be the largest IPO in history and the architecture of index funds means all the risk is passed on to the ordinary investor at the end of the chain4–6m -
Four views: Middle East crisis management
Will the Middle East conflict accelerate investment in domestic energy, or will it have the opposite effect? Who will the winners and losers be? Portfolio Adviser asks the experts5–7m -
Beneath the bonnet: Top stock picks from Cusana Capital, Sanford DeLand and JP Morgan
Three fund managers on stocks capturing their imagination6–8m -
Global equities: ‘Financial lessons from Hollywood’
Portfolio Adviser’s global equities event, Turning tides – opportunities in a changing equity landscape, brought together leading CIOs, fund selectors and asset allocators to discuss global equities4–6m -
Put it to the panel: Targeted absolute return
In the first of a new series, Portfolio Adviser asks six of our esteemed investment panel members to share their views on a particular type of fund, sector or asset class6–9m -
Fidelity’s Shaw and Forgan: Patience rewarded in an uneven H2
Focusing on long-term fundamentals and building portfolios that can navigate several different outcomes at once is the name of the game. Caroline Shaw and Chris Forgan, co-portfolio managers of Fidelity’s WealthBuilder Model Portfolio Service, report3–4m -
UK small caps: Four funds for maximum impact
There are gains to be had in the small caps sector without the high level of risk that often accompanies such investments3–5m -
Investment trusts: Mine your business
James Carthew, head of investment companies at QuotedData, on why it’s hard to predict what happens next for commodities3–4m -
Otus Capital Management’s Lough and Thomson: Global goals
Fund managers William Lough and Jake Thomson explain why boutique firm Otus Capital Management was the ideal home for their global small-cap fund3–5m -
Fund manager profile with Rathbones’ Jackson: ‘Investing is still my North Star’
The new Rathbones director of equities chats about what the new role means for her, what she learnt while managing global equities, and why managing money through cycles never gets easier6–9m
Industry Voices
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Paddy Ponders: How ‘against the grain’ is contrarianism?
Senior reporter Patrick Sanders asks contrarian equity managers to discuss what separates their fund from value and the ‘agony’ of becoming popular6–9m -
View from the top with BNY’s Minaya: Power to the people
BNY Investments & Wealth’s Jose Minaya on why the decision to stop managing money and start managing people instead was one of the best he ever made11–16m -
FTSE Russell’s McNay: Making sense of the markets
David McNay, multi-asset research director at FTSE Russell, discusses why he traded the ‘thrill’ of being a portfolio manager for the deeper fulfilment he gets from working in research6–8m -
Knacke’s money maps: SpaceX and AI’s search for cheap energy
Putting data centres into space may sound like a sci-fi fantasy, but there are some tech giants hell bent on making it a reality tackles the theory2–3m
Portfolio Construction
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Macro matters: Japan beyond the oil price headwinds
Despite being uniqely vulnerable to recent oil price spikes, plenty of managers remain bullish on Japan6–8m -
Hidden gems: Three below-radar IA North America funds
Spotlight on flexible funds that are flying above market returns, but below investors’ radars3–4m -
Head to head: A maturing market
T. Rowe Price’s Yoram Lustig and Orbis’ Stefan Magnusson offer distinct views on why, with the developed world in some degree of turmoil, emerging markets are looking to be a safer option than might usually be the case6–9m -
Titan Square Mile’s Fund Selector: Going global in IA Global Equity Income
Charlie McCann, investment research analyst at Titan Square Mile, flags the funds to watch7–10m
Partner content
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Looking for real value beneath the market’s surface
Dirk Schlueter, head of CROCI investment strategies at DWS, explains how CROCI offers a rigorous framework for analysing value3–4m -
AI spillovers are outweighing the energy shock in EM
Alexis Freyeisen, senior client portfolio manager (equities), discusses how AI is driving emerging market equities4–6m -
Artificial intelligence: The environment’s ally
George Crowdy, senior fund manager at Royal London Asset Management, discusses the environmental cost and gains of AI, and asks if it can solve its own carbon footprint problem3–4m -
‘Doing things differently’
Andrew Metcalf, managing director – head of fixed income/portfolio manager, discusses the ethos behind the TrinityBridge Select Fixed Income fund3–4m -
The benefits of a global macro strategy in a diversified portfolio
Salvatore Cordaro, CEO of Investcorp-Tages, discusses the importance of alternative strategies in a portfolio to benefit from market volatility3–4m
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