In this month’s cover story (p22), Portfolio Adviser looks at the Faang stocks and asks whether it’s time to put the acronym to bed – much like the Brics and Nifty Fifty before it.
Risk is the name of the game, according to the latest insights from Bonhill Intelligence. UK fund buyers are stashing the cash as they adopt a wait-and-see approach, while their Irish counterparts appear less stressed (p26).
Tellworth Investment’s Seb Jory talks about resurrecting a struggling strategy and delivering four times its sector average. His proprietary ‘Sinners’ screening tool has never failed to identify companies that
underperform the market (p32).
When it comes to delivering performance, Mirabaud Wealth Management’s Chris Applin believes portfolios should be steady work horses and not show ponies (p32), whereas Iboss AM’s Chris Metcalfe has identified two inflection points he believes have fundamentally changed how investors and managers think about asset allocation (p36).
Meanwhile Pinnacle Investment Management’s Ian Macoun and Ben Cossey believe that talented investment professionals are scarce and are often forced to spend a lot of time focusing on the wrong priorities.
