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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
A turbulent and eventful September has given way to an uncertain October. As the new government beds in and the country grapple’s with the fallout of chancellor Kwasi Kwarteng’s mini-budget and a rise in the cost of energy, we take a look at UK equities. Our ‘head to head’ article assesses allocation opportunities in UK…
Portfolio AdvisEr Magazine
Published
Welcome to the new-look Portfolio Adviser magazine, which has been redesigned to incorporate a wider array of voices. As beautifully illustrated on our front cover, global is the name of the game in this edition. Our cover story dives into global equities, while Square Mile takes a look at global equity income. In addition to…
Portfolio AdvisEr Magazine
Published
Flight of the fund manager > Exodus of industry heavyweights spells trouble as managers who joined post-financial crisis have no experience of what’s coming down the runway > Crux’s Ewan Markson-Brown on keeping egos in check and trusting your instincts > After shunning an office job, Hawksmoor’s Ian Bailey found financial services had a lot to offer > Growing…
Portfolio AdvisEr Magazine
Published
In this month’s cover story (p22), Portfolio Adviser looks at the Faang stocks and asks whether it’s time to put the acronym to bed – much like the Brics and Nifty Fifty before it. Risk is the name of the game, according to the latest insights from Bonhill Intelligence. UK fund buyers are stashing the…
Portfolio AdvisEr Magazine
Published
– Could an escalating energy crisis and the surging price of food, oil and cotton trigger a crisis of faith for green investors? – Fidelity’s Tim Foster talks about the challenges hawkish central banks pose to bond funds – Seven years at the Bank of England has given Baillie Gifford’s Steven Hay some interesting insights…
Portfolio AdvisEr Magazine
Published
Buyback bonanza UK share buybacks are in full swing but there remains controversy over whether they demonstrably add value or just line the pockets of top executives. From facts to finance Obe Ejikeme’s background in computer science prepared him well for a career in fund management as the industry becomes more techsavvy, as has his…
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
A turbulent and eventful September has given way to an uncertain October. As the new government beds in and the country grapple’s with the fallout of chancellor Kwasi Kwarteng’s mini-budget and a rise in the cost of energy, we take a look at UK equities. Our ‘head to head’ article assesses allocation opportunities in UK…
Portfolio AdvisEr Magazine
Published
Welcome to the new-look Portfolio Adviser magazine, which has been redesigned to incorporate a wider array of voices. As beautifully illustrated on our front cover, global is the name of the game in this edition. Our cover story dives into global equities, while Square Mile takes a look at global equity income. In addition to…
Portfolio AdvisEr Magazine
Published
Flight of the fund manager > Exodus of industry heavyweights spells trouble as managers who joined post-financial crisis have no experience of what’s coming down the runway > Crux’s Ewan Markson-Brown on keeping egos in check and trusting your instincts > After shunning an office job, Hawksmoor’s Ian Bailey found financial services had a lot to offer > Growing…
Portfolio AdvisEr Magazine
Published
In this month’s cover story (p22), Portfolio Adviser looks at the Faang stocks and asks whether it’s time to put the acronym to bed – much like the Brics and Nifty Fifty before it. Risk is the name of the game, according to the latest insights from Bonhill Intelligence. UK fund buyers are stashing the…
Portfolio AdvisEr Magazine
Published
– Could an escalating energy crisis and the surging price of food, oil and cotton trigger a crisis of faith for green investors? – Fidelity’s Tim Foster talks about the challenges hawkish central banks pose to bond funds – Seven years at the Bank of England has given Baillie Gifford’s Steven Hay some interesting insights…
Portfolio AdvisEr Magazine
Published
Buyback bonanza UK share buybacks are in full swing but there remains controversy over whether they demonstrably add value or just line the pockets of top executives. From facts to finance Obe Ejikeme’s background in computer science prepared him well for a career in fund management as the industry becomes more techsavvy, as has his…
