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Portfolio AdvisEr Magazine
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
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
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
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
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
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
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
Published
China is back with a bang after nearly three years of self-imposed isolation. What was initially reported as ‘viral pneumonia’ turned into the biggest global pandemic in a century. As the rest of the world re opened, the absence of the second-largest economy was acutely felt. The pent-up household savings and liberation of the population…
Portfolio AdvisEr Magazine
Published
Forecasting is a ‘fool’s game’, says one of the commentators in our cover story, as you’re more likely than not to be wrong. But still we persist. The mantra of the investment industry is ‘past performance is not indicative of future results’. But still, we persist. As we have not yet figured out how to…
Portfolio AdvisEr Magazine
Published
Recession is the word on every fund manager, analyst and investor’s lips as we creep cautiously into a new year. Though it’s not a question of if one will appear but rather when – if, in fact, we are not already in one. As US stock markets tend to bottom five months before the end…
Portfolio AdvisEr Magazine
Published
This year will likely be one about which people struggle to remember all the things that happened. Major events like the Russian invasion of Ukraine, the departure of Boris Johnson, Liz Truss and Kwasi Kwarteng’s disastrous minibudget, and uncomfortably rising inflation and heating bills will linger long in the memory. But the death of Queen…
Portfolio AdvisEr Magazine
Published
After spending so much time contemplating UK politics in disbelief, it’s refreshing to be able to focus on something else for a while. The cover story for the November edition of Portfolio Adviser looks at all things US small cap, while industry experts weigh in on the outlook for American tech stocks. Meanwhile, six months…
Portfolio AdvisEr Magazine
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
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
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
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
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
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
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
Published
China is back with a bang after nearly three years of self-imposed isolation. What was initially reported as ‘viral pneumonia’ turned into the biggest global pandemic in a century. As the rest of the world re opened, the absence of the second-largest economy was acutely felt. The pent-up household savings and liberation of the population…
Portfolio AdvisEr Magazine
Published
Forecasting is a ‘fool’s game’, says one of the commentators in our cover story, as you’re more likely than not to be wrong. But still we persist. The mantra of the investment industry is ‘past performance is not indicative of future results’. But still, we persist. As we have not yet figured out how to…
Portfolio AdvisEr Magazine
Published
Recession is the word on every fund manager, analyst and investor’s lips as we creep cautiously into a new year. Though it’s not a question of if one will appear but rather when – if, in fact, we are not already in one. As US stock markets tend to bottom five months before the end…
Portfolio AdvisEr Magazine
Published
This year will likely be one about which people struggle to remember all the things that happened. Major events like the Russian invasion of Ukraine, the departure of Boris Johnson, Liz Truss and Kwasi Kwarteng’s disastrous minibudget, and uncomfortably rising inflation and heating bills will linger long in the memory. But the death of Queen…
Portfolio AdvisEr Magazine
Published
After spending so much time contemplating UK politics in disbelief, it’s refreshing to be able to focus on something else for a while. The cover story for the November edition of Portfolio Adviser looks at all things US small cap, while industry experts weigh in on the outlook for American tech stocks. Meanwhile, six months…
