Magazines

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  • Portfolio AdvisEr Magazine

    July 2019

    Published

    Did Neil Woodford fly too close to the sun? JP Morgan’s Clare Hart on running more than $35bn The cost of quality – how much is too much?

  • Portfolio AdvisEr Magazine

    June 2019

    Published

    Shining a light on the industry’s LGBT+ community The secret behind Gresham House micro-cap duo’s success How Netwealth plans to shake up traditional wealth management

  • Portfolio AdvisEr Magazine

    May 2019

    Published

    Examining the ‘murky’ world of private assets Is the industry closing the gender pay gap? Troy Asset Management’s Gabrielle Boyle on the enduring power of brands

  • Portfolio AdvisEr Magazine

    April 2019

    Published

    How some advisers are relying on a ‘paint by numbers’ investment approach Sarasin & Partners’ Guy Monson on using thematic investing to weather financial crises City fixer upper Stephen Ford’s plans for reviving WH Ireland

  • Portfolio AdvisEr Magazine

    Portfolio Adviser March 2019

    Published

    Japan equity has a spring in its step following a tough year Miton European equity duo Thomas Brown and Carlos Moreno on their future-facing approach The future of the US-China trade war

  • Portfolio AdvisEr Magazine

    February 2019

    Published

    Do investment trusts have a liquidity issue on platforms? Axa IM’s Chris St John on escaping Nigel Thomas’s shadow Why many managers remain unconvinced by equally weighted portfolios

  • Portfolio AdvisEr Magazine

    January 2019

    Published

    The perils of trying to time markets by sitting in cash First State’s Martin Lau on surviving downward markets How Channel Islands fund selectors are viewing Brexit

  • Portfolio AdvisEr Magazine

    December 2018

    Published

    The return of high street banks to investment advice. Gam’s Adrian Gosden on a ‘dismal’ year for UK equity income. Convertible bonds struggle as negative asset class correlation breaks down.

  • Portfolio AdvisEr Magazine

    Data Lab – November 2018

    Published

    November’s Portfolio Adviser Data Lab profiles the Lyxor Core Morningstar US Ucits ETF, which, at 0.04% is currently the lowest-cost offering in Europe. The underlying index that the Lyxor Core Morningstar US Ucits ETF tracks – the Morningstar US Large-Mid Cap Index  – has delivered almost identical returns to the S&P 500 and MSCI USA…

  • Portfolio AdvisEr Magazine

    November 2018

    Published

    We look at the risks of investing in Aim stocks Jacob Mitchell of Antipodes Partners talks through his quantamental approach Investors are eyeing cash once more to provide security and liquidity

  • Portfolio AdvisEr Magazine

    Data Lab – October 2018

    Published

    The first Portfolio Adviser Data Lab profiles the Matthews Asia ex Japan Dividend Fund, in which portfolio manager Yu Zhang put forward the case for investing in Asia for income. Destroying the myth that investing in Asia is should just be a growth strategy, in the last 15 years the Asia ex Japan region has…

  • Portfolio AdvisEr Magazine

    October 2018

    Published

    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

  • Portfolio AdvisEr Magazine

    July 2019

    Published

    Did Neil Woodford fly too close to the sun? JP Morgan’s Clare Hart on running more than $35bn The cost of quality – how much is too much?

  • Portfolio AdvisEr Magazine

    June 2019

    Published

    Shining a light on the industry’s LGBT+ community The secret behind Gresham House micro-cap duo’s success How Netwealth plans to shake up traditional wealth management

  • Portfolio AdvisEr Magazine

    May 2019

    Published

    Examining the ‘murky’ world of private assets Is the industry closing the gender pay gap? Troy Asset Management’s Gabrielle Boyle on the enduring power of brands

  • Portfolio AdvisEr Magazine

    April 2019

    Published

    How some advisers are relying on a ‘paint by numbers’ investment approach Sarasin & Partners’ Guy Monson on using thematic investing to weather financial crises City fixer upper Stephen Ford’s plans for reviving WH Ireland

  • Portfolio AdvisEr Magazine

    Portfolio Adviser March 2019

    Published

    Japan equity has a spring in its step following a tough year Miton European equity duo Thomas Brown and Carlos Moreno on their future-facing approach The future of the US-China trade war

  • Portfolio AdvisEr Magazine

    February 2019

    Published

    Do investment trusts have a liquidity issue on platforms? Axa IM’s Chris St John on escaping Nigel Thomas’s shadow Why many managers remain unconvinced by equally weighted portfolios

  • Portfolio AdvisEr Magazine

    January 2019

    Published

    The perils of trying to time markets by sitting in cash First State’s Martin Lau on surviving downward markets How Channel Islands fund selectors are viewing Brexit

  • Portfolio AdvisEr Magazine

    December 2018

    Published

    The return of high street banks to investment advice. Gam’s Adrian Gosden on a ‘dismal’ year for UK equity income. Convertible bonds struggle as negative asset class correlation breaks down.

  • Portfolio AdvisEr Magazine

    Data Lab – November 2018

    Published

    November’s Portfolio Adviser Data Lab profiles the Lyxor Core Morningstar US Ucits ETF, which, at 0.04% is currently the lowest-cost offering in Europe. The underlying index that the Lyxor Core Morningstar US Ucits ETF tracks – the Morningstar US Large-Mid Cap Index  – has delivered almost identical returns to the S&P 500 and MSCI USA…

  • Portfolio AdvisEr Magazine

    November 2018

    Published

    We look at the risks of investing in Aim stocks Jacob Mitchell of Antipodes Partners talks through his quantamental approach Investors are eyeing cash once more to provide security and liquidity

  • Portfolio AdvisEr Magazine

    Data Lab – October 2018

    Published

    The first Portfolio Adviser Data Lab profiles the Matthews Asia ex Japan Dividend Fund, in which portfolio manager Yu Zhang put forward the case for investing in Asia for income. Destroying the myth that investing in Asia is should just be a growth strategy, in the last 15 years the Asia ex Japan region has…

  • Portfolio AdvisEr Magazine

    October 2018

    Published

    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