Portfolio Adviser magazine

We look at why robo-advisers are not quite ready to offer ESG strategies Nick Train talks about his tried-and-tested strategy of investing in brand names CLOs have been enjoying a bumper year, but caution is advised before piling in

We consider whether the Faangs are beyond traditional valuation metrics. Rosemary Banyard on trading in Schroders for boutique life. Is it game over for emerging markets?

We try to demystify the ‘alternatives’ sector, which has seen a meteoric rise in popularity despite lukewarm returns Stuart Rhodes of M&G Investments discusses the challenges of going against the grain in the ongoing bull market Why have investors been embracing impact investing over ESG strategies?

We look at how to avoid running dry in retirement as transfers out of defined benefit pension schemes ramp up. Stephen Yiu and Peter Hargreaves of Blue Whale Capital reveal why it pays to have a highly-concentrated approach to portfolios. Is a bond mis-selling scandal looming?

We ask whether sky-high remuneration packages in our industry mean fund manager remuneration has gone too far. Richard Pease and James Milne of Crux Asset Management divulge their approach to the European Special Situations fund, and this month’s wealth manager profile is with Arbuthnot Latham’s StJohn Gardner. Elsewhere, Liontrust co-head of multi-asset John Husselbee talks…

In this month’s PA we inspect the ‘agent as client’ model – are advisers and DIMs fully aware of who is responsible for investment decisions? We also speak with Neuberger Berman’s co-head of emerging market debt Rob Drijkoningen and Quilter Cheviot’s Alan McIntosh. And we look at Aviva Investors multi-asset team’s asset allocation views, as…