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UK value stocks: Has boring become brilliant?
The recent outperformance of UK value stocks could well continue over the medium to long term, according to several investment professionals. However, concentration of the MSCI UK Value index, public finances and shorter-term performance drivers should be considered carefully. While the recent rhetoric has surrounded the outperformance of behemoth tech and AI names in the…
Insights
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Editor’s letter: UK market takes flight
While US returns have been stellar, another market closer to home has quietly been shooting the lights out1–2m -
Wealth manager Q&A: TrinityBridge’s Whincup on winning
Tony Whincup, head of wealth planning investments at TrinityBridge, explains why the old adage ‘time in the market, not timing the market’ holds more weight than ever in this age of rapid technological change3–4m -
Generation next with CGAM’s Henderson: ‘Mr Market is a fickle beast’
Investment analyst Jock Henderson is excited by closed-ended funds, US TIPS and sticking to his mentor’s advice to ‘be patient’3–4m -
Charlotte Square’s Goodbrand: ‘Active management doesn’t work…’
Can Liam Goodbrand, investment director at Charlotte Square, put the active versus passive debate to bed once and for all?3–5m -
Dynamic Planner’s Chatterjee: Market murmurations
Watch the trend, not the reading, says Abhimanyu Chatterjee, chief investment strategist at Dynamic Planner4–6m -
Put it to the panel: Infrastructure intel
This quarter, seven of Portfolio Adviser’s investment panel discuss infrastructure assets, and how they are accessing them in their portfolios9–14m -
Yield shield: Three asset allocators give their fixed income picks
Fixed income funds are outperforming equities, according to the IA, with net inflows of £4.2bn, so we asked three asset allocators where they see the best value3–5m -
Four views: Getting the bond balance right
Portfolio Adviser asks the experts to weigh in on fixed income5–8m -
Beneath the bonnet: Top picks from Raymond James, Gresham House and Nutshell
Three stockpickers on companies capturing their imagination7–10m -
Investment trusts with MMIT’s Hardenberg: ‘There is no 100% hedge. There is no guarantee’
Carlos Hardenberg, manager of the Mobius Investment Trust and founder of MCP Emerging Markets, discusses lessons learned from the late Mark Mobius, how his decades of travelling have shaped his investment philosophy, and why he believes there is a volatile year ahead for emerging markets6–9m -
Paddy Ponders: IPOs and the need for speed
Patrick Sanders finds out why SpaceX’s fast-tracked index inclusion has divided the investment industry6–9m -
Fidelity’s Shaw and Forgan: Looking beyond the market leaders
Co-managers of the Fidelity WealthBuilder Model Portfolio Service, Caroline Shaw and Chris Forgan, on how a broadening market is opening up the AI theme for investors3–5m -
Emerging markets in limbo as AI booms
Can the AI story carry emerging markets to a strong back end of 2026?3–4m -
Fund manager profile with Evenlode’s Yarrow: ‘We’re not the most exciting, we follow a get-rich-slowly strategy’
Evenlode Investment’s co-founder discusses the best opportunity set in a generation for UK quality, and why now is the time to open Evenlode Income to new investors6–9m
Industry Voices
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View from the top with AllianceBernstein’s Peters: All things considered
AllianceBernstein’s head of UK retail gives his thoughts on AI, sustainability and why the industry is becoming more institutionalised10–16m -
Kernow AM’s Wood and Hugo: From potato fields to performance
A chance meeting in a Jersey field led Alyx Wood and Ed Hugo to launch Kernow Asset Management. The pair talk about how their lean, contrarian approach is challenging asset management orthodoxy6–9m -
Rathbones’ Coombs: Taking back control
Rathbones’ head of multi-asset on why he is sticking to his fundamentals in the face of an overexcited tech market5–8m -
Panel profile with Chelsea’s Schooling Latter: ‘Part art, part science’
Juliet Schooling Latter of Chelsea Financial Services and FundCalibre on how the idea of making investment accessible has motivated her and how she believes human relationships remain key to unlocking imperfect financial markets5–8m -
Knacke’s money map: Are you ready for gold round two?
Ernst Knacke, head of research at Shard Capital, wonders if the recent euphoria around the precious metal is just the beginning2–3m
Portfolio Construction
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Macro matters: Warsh sets out his stall in the Fed’s new era
While Jerome Powell’s replacement gets his feet under the table at the Federal Reserve, Portfolio Adviser gets industry reactions to his actions so far4–7m -
Hidden gems: Four below radar IA Europe ex UK funds
Spotlight on Europe ex UK funds that are flying above market returns, but below investors’ radars4–5m -
Head to head: Is it time to look beyond momentum investing?
After a strong year for momentum, Sarasin’s Tom Kynge believes the pendulum may be swinging back towards growth, while Schroders’ Liam Nunn makes the case for value6–8m
Partner content
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Financial credit opportunities: Understanding a specialist fixed income segment
Portfolio manager Alexander Pelteshki introduces the Aegon Financial Credit Opportunities fund4–6m -
Five reasons to invest in Multi-Asset Credit
George Curtis, partner, portfolio management, at TwentyFour AM, highlights the potential benefits a Multi-Asset Credit strategy offers investors3–4m -
Rise of the Indian investor
Almost $10trn in household savings in India is powering a wealth and asset management boom, creating a multi-decade growth story for companies across the value chain. Angus Sandison, investment analyst at FSSA Investment Managers, reports3–5m -
Debunking the diversification myth
Tim Love, Rathbones Asset Management’s head of GEM equities, on the value of non-correlated investment ideas in an interconnected world3–5m
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