Portfolio Adviser magazine

  • February 2019

    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

  • January 2019

    January 2019

    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

  • December 2018

    December 2018

    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.

  • Data Lab – November 2018

    Data Lab – November 2018

    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…

  • November 2018

    November 2018

    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

  • Data Lab – October 2018

    Data Lab – October 2018

    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…