Portfolio Adviser magazine

  • May 2024

    May 2024

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

  • April 2024

    April 2024

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

  • March 2024

    March 2024

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

  • February 2024

    February 2024

    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…

  • January 2024

    January 2024

    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…

  • December 2023

    December 2023

    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…