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Twenty years of PA, and counting
Gary Corcoran, launch editor, Portfolio Adviser, August 2006 According to Claude – the latest go-to search sage and rarely wrong – Portfolio Adviser was launched in October 2006, founded by Gary Corcoran. To be accurate, Last Word Media, Portfolio Adviser’s publisher, was founded in September 2005 by two salesmen and a soon-to-be Olivier Award-winning comedian. No…
Insights
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Editor’s letter: For better or worse
Culturally, and economically, the pace of change over the past two decades has been enormous1–2m -
Wealth manager Q&A: Sarasin’s Vernon on keeping eyes on the prize
Tom Vernon, head of private clients at Sarasin & Partners, on sweeping technological change, the AI debate and helping clients drown out short-term noise to focus on long-term wealth goals3–5m -
Generation next with M&G’s Sun-Wai: ‘The art of conversation’
Eva Sun-Wai, fund manager at M&G Investments, dispels the myth that a successful investor is a lone genius and says all the best ideas emerge through collaboration3–5m -
Fidelity International’s Folley: Lessons for today’s portfolios
Graham Folley, head of MPS and intermediary solutions sales at Fidelity International, on 50 years of equity-bond correlation3–5m -
Dynamic Planner’s Chatterjee: It’s not the case of the early bird catching the worm…
The question is not whether AI will win but who is best positioned to take advantage of it, writes Abhimanyu Chatterjee, Dynamic Planner’s chief investment strategist4–5m -
Wellington’s Lockhart on the best-laid plans of diversification
Good times are for taking stock and broadening your scope, writes Will Lockhart, head of UK and Irish wealth at Wellington Management3–5m -
Four views: 20/20 vision
In keeping with Portfolio Adviser’s anniversary, we ask our experts if they could go back 20 years and make one investment to hold throughout the period, what would it be?6–9m -
Active duty: The rise of active ETFs
As the rise of active ETFs gathers pace, Alex Sebastian examines their role in the marketplace3–4m -
Beneath the bonnet: The case for Breedon Group, Cosmecca Korea, Puuilo, Amorepacific and Vylor
Five stockpickers on companies they’re putting in the mix10–15m -
Put it to the panel: The IT factor
This quarter, three of Portfolio Adviser’s panel discuss how they are using investment trusts in their portfolios4–5m -
Plenty at 20: The investment trusts that have delivered the strongest returns over the past two decades
Portfolio Adviser examines which ITs have ranked among the best performing, with technology – unsurprisingly – leading the charge3–5m -
Paddy Ponders: Style counsel
When a manager veers from their stated investment style critics argue it exposes portfolios to hidden risks, but is so-called ‘style drift’ always such a bad thing?6–9m
Industry Voices
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Fund manager profile with Richard de Lisle: ‘Invest for the environment you’re in’
Richard de Lisle of De Lisle Partners on Black Monday PTSD, the US market as curate’s egg and why value, more than anything, is the best predictor of a stock’s potential in today’s climate6–9m -
PA Adviser interview with Brooks Macdonald’s Will Hobbs: Ever the optimist
Will Hobbs, chief investment officer at Brooks Macdonald, discusses personal growth, connection through community and the power of positive thinking in an increasingly pessimistic world5–7m -
View from the top with Quilter Cheviot’s Goddard: On the straight and narrow
John Goddard, chief executive officer of Quilter Cheviot, discusses how wealth managers earn their stripes in times of extreme volatility10–15m -
Liontrust’s Husselbee: Learning from a lifetime in investing
John Husselbee, head of multi-asset at Liontrust, on how experience has made him more focused on diversification, behaviour and discipline, rather than trying to forecast everything correctly6–9m -
Boutique spotlight on Alger: Investing in underestimated change
Dr Ankur Crawford shares her investment process in a wide-ranging discussion of risk-taking, innovation and red flags6–8m -
Panel profile with Matt Stanesby: The TrinityBridge fund formula
Matt Stanesby explains how his qualitative-heavy approach to fund selection is underpinned by a love of maths and logic7–11m -
Knacke’s money maps: The great earnings illusion
AI’s potential is extraordinary, writes Ernst Knacke, head of research at Shard Capital, but its monetary payoff remains largely unproven2–3m
Portfolio Construction
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Macro matters: How investors found hygge in the Nordics
The region is an oasis of relative calm in an increasingly volatile Europe4–7m -
Head to head: A decade of investor flight and a case for a comeback
With £76bn out the door as investors turn their backs on Britain, have they given up on UK equities too soon? Two experts weigh in on what has changed over the past 20 years – and what comes next6–9m -
Fund selector: Skill over sentiment
From overlooked small caps to Japan’s changing equity market, we seek the managers whose skill can turn overlooked opportunities into lasting value, says Cameron Falconer, head of multi-asset manager research at Aviva Investors5–8m
Partner content
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Being different in a world that agrees
Orbis’s approach produces portfolios that can differ meaningfully from its peers3–5m -
What role can corporate hybrid bonds play in your toolkit?
It depends on your starting point, write Julian Marks, head of hybrid bonds at Nomura Asset Management, and hybrid bond portfolio manager Kapish Patel4–5m -
Active research can cut through US complexity
Investors need the tools to navigate markets confidently, writes Max Dawe, director ETFs at Fidelity International5–8m -
The ETF takeover: Why active managers can no longer ignore the wrapper
ETFs allow active managers to reach a growing market without having to reinvent their investment approach3–5m -
Global macro investing in a multi-polar world
A multi-polar world rewards strategies that can express views across rates, currencies and inflation, capturing the widening gaps between countries rather than relying on uniform global cycles, writes Salvatore Cordaro, CEO of Investcorp-Tages2–3m
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