Magazines

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  • 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

    October 2023

    Published

    As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their…

  • Portfolio AdvisEr Magazine

    September 2023

    Published

    It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that…

  • Portfolio AdvisEr Magazine

    July / August 2023

    Published

    The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of…

  • Portfolio AdvisEr Magazine

    June 2023

    Published

    It has been some time since UK equities were anywhere near the top of most investors’ wish lists. Indeed, with the UK All Companies sector emerging as the least-loved IA fund grouping in net sales terms in six out of the past 10 years, this trend was apparent even before Brexit or ‘Trussonomics’ entered the…

  • Portfolio AdvisEr Magazine

    May 2023

    Published

    When Portfolio Adviser surveyed its readers a few years back on the types of private assets that most piqued their interest, the response, with a few exceptions, could be characterised as one giant shrug. Given what has happened in the intervening period – not least the dent in the reputation of that hitherto handy little…

  • Portfolio AdvisEr Magazine

    April 2023 – Refinitiv Lipper Fund Awards Guide

    Published

    Revealed: All the winners of the 2023 UK Refinitiv Lipper Fund Awards The winners of this year’s Refinitiv Lipper Awards for the UK did not earn their success by forecasting Russia’s invasion of Ukraine and filling up on energy and resources companies. Nor did they, by and large, predict the magnitude of interest rate rises.…

  • Portfolio AdvisEr Magazine

    April 2023

    Published

    An interconnected globe is something modern investors have taken for granted and yet, as we explore in this month’s cover story, the world has of late come to feel a fragile place. The pandemic exposed vulnerabilities in global trade, relationships between nations have decayed and there is a sense that companies are going to have…

  • 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

    October 2023

    Published

    As outlined in this month’s cover story, returning to work after an extended career break can be challenging for anybody – not just those working in asset management. However, there is one particular nuance of this sector which others don’t necessarily come up against – a performance track record. Funds are often selected for their…

  • Portfolio AdvisEr Magazine

    September 2023

    Published

    It is very difficult to talk about the IA Targeted Absolute Return (TAR) sector without referencing the oncemighty Abrdn Global Absolute Return Strategies Fund (or Gars, to most) which, at various points over the years, has accounted for almost a third of the sector’s total assets. A few weeks ago, it hit the headlines that…

  • Portfolio AdvisEr Magazine

    July / August 2023

    Published

    The idea of just what constitutes a properly diversified portfolio has evolved over recent decades to include ever more asset classes to sit alongside the traditional favourites of equities and bonds. Indeed, research a year or two back by BlackRock into the approach of US endowment funds – so often held out as paragons of…

  • Portfolio AdvisEr Magazine

    June 2023

    Published

    It has been some time since UK equities were anywhere near the top of most investors’ wish lists. Indeed, with the UK All Companies sector emerging as the least-loved IA fund grouping in net sales terms in six out of the past 10 years, this trend was apparent even before Brexit or ‘Trussonomics’ entered the…

  • Portfolio AdvisEr Magazine

    May 2023

    Published

    When Portfolio Adviser surveyed its readers a few years back on the types of private assets that most piqued their interest, the response, with a few exceptions, could be characterised as one giant shrug. Given what has happened in the intervening period – not least the dent in the reputation of that hitherto handy little…

  • Portfolio AdvisEr Magazine

    April 2023 – Refinitiv Lipper Fund Awards Guide

    Published

    Revealed: All the winners of the 2023 UK Refinitiv Lipper Fund Awards The winners of this year’s Refinitiv Lipper Awards for the UK did not earn their success by forecasting Russia’s invasion of Ukraine and filling up on energy and resources companies. Nor did they, by and large, predict the magnitude of interest rate rises.…

  • Portfolio AdvisEr Magazine

    April 2023

    Published

    An interconnected globe is something modern investors have taken for granted and yet, as we explore in this month’s cover story, the world has of late come to feel a fragile place. The pandemic exposed vulnerabilities in global trade, relationships between nations have decayed and there is a sense that companies are going to have…