Magazines

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  • Portfolio AdvisEr Magazine

    November 2024

    Published

    The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients

  • Portfolio AdvisEr Magazine

    October 2024

    Published

    With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities

  • Portfolio AdvisEr Magazine

    September 2024

    Published

    Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?

  • Portfolio AdvisEr Magazine

    July/August 2024

    Published

  • Portfolio AdvisEr Magazine

    June 2024

    Published

    Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.

  • Portfolio AdvisEr Magazine

    May 2024

    Published

    Crash test: Industry calls for FCA consultation amid trust test-taking debate

  • Portfolio AdvisEr Magazine

    April 2024

    Published

    (Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time

  • Portfolio AdvisEr Magazine

    March 2024

    Published

    On the month of International Women’s Day, how can we keep the momentum going towards gender parity?

  • Portfolio AdvisEr Magazine

    February 2024

    Published

    This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…

  • Portfolio AdvisEr Magazine

    January 2024

    Published

    For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…

  • Portfolio AdvisEr Magazine

    December 2023

    Published

    This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…

  • Portfolio AdvisEr Magazine

    November 2023

    Published

    This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…

  • Portfolio AdvisEr Magazine

    November 2024

    Published

    The reluctance of platforms to allow fractional trading is having an outsized impact on smaller-value clients

  • Portfolio AdvisEr Magazine

    October 2024

    Published

    With less than a month before the 5 November polling date, a question mark hangs over the continued dominance of US equities

  • Portfolio AdvisEr Magazine

    September 2024

    Published

    Are bumper fees and regulatory hurdles deterring retail investors from taking the leap into private markets?

  • Portfolio AdvisEr Magazine

    July/August 2024

    Published

  • Portfolio AdvisEr Magazine

    June 2024

    Published

    Amid the tough operating environment for smaller asset managers, a swathe of new firms are coming to market.

  • Portfolio AdvisEr Magazine

    May 2024

    Published

    Crash test: Industry calls for FCA consultation amid trust test-taking debate

  • Portfolio AdvisEr Magazine

    April 2024

    Published

    (Another) new dawn in Japan? Why asset managers, fund selectors and CIOs believe it really is different this time

  • Portfolio AdvisEr Magazine

    March 2024

    Published

    On the month of International Women’s Day, how can we keep the momentum going towards gender parity?

  • Portfolio AdvisEr Magazine

    February 2024

    Published

    This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the beginning of 2020, and by 30.9% over…

  • Portfolio AdvisEr Magazine

    January 2024

    Published

    For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the cap spectrum, with the MSCI United Kingdom…

  • Portfolio AdvisEr Magazine

    December 2023

    Published

    This month’s cover story raises the question of whether platforms should prevent investors from buying into certain funds or trusts, if they deem them not to provide fair value or to put consumers’ capital at unreasonable levels of risk. While the topic is controversial, with strong opinions on either side of the debate, it highlights…

  • Portfolio AdvisEr Magazine

    November 2023

    Published

    This month’s cover story is focused on fund manager turnover in the industry. What has sparked the recent spate of fund manager departures, how can a firm best execute and communicate a change in personnel and – most importantly for DFMs and fund selectors – what will the future cohort of managers look like? Portfolio…