Magazines

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  • Portfolio AdvisEr Magazine

    The Professionals’ Guide to Responsible Investing

    Published

    In search of clarity amid the fuzzy definitions underpinning the sector An important way to identify structural growth at a time when it is hard to come by Why investors must incorporate climate change risk into their decision-making

  • Portfolio AdvisEr Magazine

    November 2020

    Published

    – How Covid and Brexit has forced wealth managers to appraise hiring practices – Artemis’ Rosanna Burcheri on why she ditched plans for a diplomatic career in favour of fund management – Shard Capital duo reveals why wealth management is the ‘sweet spot’ for the multi-faceted firm – Aviva Investors’ MAF range looks to undervalued…

  • Portfolio AdvisEr Magazine

    October 2020

    Published

    – Potential winners or losers of a Trump and Biden presidency – Liontrust boss John Ions on rehabilitating asset management’s image – Sanlam’s Mike Pinggera on why he launched a real assets strategy – Waverton duo Nick Tucker and Rupert Elwes reveal the firm’s ‘secret sauce’

  • Portfolio AdvisEr Magazine

    September 2020

    Published

    – How fund managers are adapting to life in front of the camera – Odey Asset Management’s Adrian Courtenay talks about his Special Situations fund – A&J Wealth Management’s aspirations as a DFM – Why Brewin Dolphin is underweight the UK – Seneca boss David Thomas espouses the virtue of a good culture

  • Portfolio AdvisEr Magazine

    July August 2020

    Published

    Boohoo probe sparks concern over ESG Discount U-turn for Hargreaves Lansdown Retail investors provide boost for investment trusts

  • Portfolio AdvisEr Magazine

    June 2020

    Published

    Woodford 12 months on did anyone escape unscathed? Barnett exit no quick fix for troubled Invesco Oil companies to embrace a carbon-free future Long-term investors are turning to the robots

  • Portfolio AdvisEr Magazine

    ESG Supplement May 2020

    Published

    How businesses can help the move through the Coronavirus crisis What is causing a flood of inflows into ESG funds? Why ESG investing is no passing fad and ethical investing is here to stay Four fund managers put forward cases for different styles of responsible investing

  • Portfolio AdvisEr Magazine

    May 2020

    Published

    – Can healthcare funds add immunity to your portfolio? – Downing Fund Managers’ Judith MacKenzie on why remote working leaves her knackered – James Budden of Baillie Gifford reflects on asset management’s role in society – The diverse nature and risk profile of strategic bond funds

  • Portfolio AdvisEr Magazine

    April 2020

    Published

    Is now the time for absolute return funds to shine? Canaccord Genuity Wealth Management CEO David Esfandi on making the most of recent acquisitions Mark Denham of Carmignac is trying to stay focused on fundamentals as chaos hits markets What does the future hold for fixed income?

  • Portfolio AdvisEr Magazine

    March 2020

    Published

    We profile four of investment’s leading female voices to mark International Women’s Day Five funds for generating income in a yield-starved world Are high cash buffers a necessary evil in property funds? A look at funds in the gilts and global equity sectors

  • Portfolio AdvisEr Magazine

    February 2020

    Published

    Are value-centric managers staging a comeback? Rathbones CEO: Why finance should be taught in schools ‘Peak ESG’ leads to predictions that ‘vice’ will outperform RLAM’s Mike Fox on how refusing to drop the sustainability label from his funds has paid off

  • Portfolio AdvisEr Magazine

    January 2020

    Published

    How Woodford has ignited a debate over in-house versus outsourced fund oversight Jupiter’s Phil Wagstaff tackles fees, value and company culture Has the Conservative election victory favoured domestic assets? Three managers primed for the next decade and beyond

  • Portfolio AdvisEr Magazine

    The Professionals’ Guide to Responsible Investing

    Published

    In search of clarity amid the fuzzy definitions underpinning the sector An important way to identify structural growth at a time when it is hard to come by Why investors must incorporate climate change risk into their decision-making

  • Portfolio AdvisEr Magazine

    November 2020

    Published

    – How Covid and Brexit has forced wealth managers to appraise hiring practices – Artemis’ Rosanna Burcheri on why she ditched plans for a diplomatic career in favour of fund management – Shard Capital duo reveals why wealth management is the ‘sweet spot’ for the multi-faceted firm – Aviva Investors’ MAF range looks to undervalued…

  • Portfolio AdvisEr Magazine

    October 2020

    Published

    – Potential winners or losers of a Trump and Biden presidency – Liontrust boss John Ions on rehabilitating asset management’s image – Sanlam’s Mike Pinggera on why he launched a real assets strategy – Waverton duo Nick Tucker and Rupert Elwes reveal the firm’s ‘secret sauce’

  • Portfolio AdvisEr Magazine

    September 2020

    Published

    – How fund managers are adapting to life in front of the camera – Odey Asset Management’s Adrian Courtenay talks about his Special Situations fund – A&J Wealth Management’s aspirations as a DFM – Why Brewin Dolphin is underweight the UK – Seneca boss David Thomas espouses the virtue of a good culture

  • Portfolio AdvisEr Magazine

    July August 2020

    Published

    Boohoo probe sparks concern over ESG Discount U-turn for Hargreaves Lansdown Retail investors provide boost for investment trusts

  • Portfolio AdvisEr Magazine

    June 2020

    Published

    Woodford 12 months on did anyone escape unscathed? Barnett exit no quick fix for troubled Invesco Oil companies to embrace a carbon-free future Long-term investors are turning to the robots

  • Portfolio AdvisEr Magazine

    ESG Supplement May 2020

    Published

    How businesses can help the move through the Coronavirus crisis What is causing a flood of inflows into ESG funds? Why ESG investing is no passing fad and ethical investing is here to stay Four fund managers put forward cases for different styles of responsible investing

  • Portfolio AdvisEr Magazine

    May 2020

    Published

    – Can healthcare funds add immunity to your portfolio? – Downing Fund Managers’ Judith MacKenzie on why remote working leaves her knackered – James Budden of Baillie Gifford reflects on asset management’s role in society – The diverse nature and risk profile of strategic bond funds

  • Portfolio AdvisEr Magazine

    April 2020

    Published

    Is now the time for absolute return funds to shine? Canaccord Genuity Wealth Management CEO David Esfandi on making the most of recent acquisitions Mark Denham of Carmignac is trying to stay focused on fundamentals as chaos hits markets What does the future hold for fixed income?

  • Portfolio AdvisEr Magazine

    March 2020

    Published

    We profile four of investment’s leading female voices to mark International Women’s Day Five funds for generating income in a yield-starved world Are high cash buffers a necessary evil in property funds? A look at funds in the gilts and global equity sectors

  • Portfolio AdvisEr Magazine

    February 2020

    Published

    Are value-centric managers staging a comeback? Rathbones CEO: Why finance should be taught in schools ‘Peak ESG’ leads to predictions that ‘vice’ will outperform RLAM’s Mike Fox on how refusing to drop the sustainability label from his funds has paid off

  • Portfolio AdvisEr Magazine

    January 2020

    Published

    How Woodford has ignited a debate over in-house versus outsourced fund oversight Jupiter’s Phil Wagstaff tackles fees, value and company culture Has the Conservative election victory favoured domestic assets? Three managers primed for the next decade and beyond