February 2019
Do investment trusts have a liquidity issue on platforms? Axa IM’s Chris St John on escaping Nigel Thomas’s shadow Why many managers remain unconvinced by equally weighted portfolios
Get Portfolio Adviser magazine delivered monthly, direct to your office or home
Sign up today! Qualifying readers will receive a monthly complimentary print copy*
*Readers who qualify, i.e. wealth managers, discretionary portfolio managers, private bankers and advisers, will receive their complimentary monthly copy commencing with the next issue following successful sign-up.
Do investment trusts have a liquidity issue on platforms? Axa IM’s Chris St John on escaping Nigel Thomas’s shadow Why many managers remain unconvinced by equally weighted portfolios
The perils of trying to time markets by sitting in cash First State’s Martin Lau on surviving downward markets How Channel Islands fund selectors are viewing Brexit
The return of high street banks to investment advice. Gam’s Adrian Gosden on a ‘dismal’ year for UK equity income. Convertible bonds struggle as negative asset class correlation breaks down.
November’s Portfolio Adviser Data Lab profiles the Lyxor Core Morningstar US Ucits ETF, which, at 0.04% is currently the lowest-cost offering in Europe. The underlying index that the Lyxor Core Morningstar US Ucits ETF tracks – the Morningstar US Large-Mid Cap Index – has delivered almost identical returns to the S&P 500 and MSCI USA…
We look at the risks of investing in Aim stocks Jacob Mitchell of Antipodes Partners talks through his quantamental approach Investors are eyeing cash once more to provide security and liquidity
The first Portfolio Adviser Data Lab profiles the Matthews Asia ex Japan Dividend Fund, in which portfolio manager Yu Zhang put forward the case for investing in Asia for income. Destroying the myth that investing in Asia is should just be a growth strategy, in the last 15 years the Asia ex Japan region has…