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
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Portfolio AdvisEr Magazine
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
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
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
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
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
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
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
Published
We consider whether the Faangs are beyond traditional valuation metrics. Rosemary Banyard on trading in Schroders for boutique life. Is it game over for emerging markets?
Portfolio AdvisEr Magazine
Published
We try to demystify the ‘alternatives’ sector, which has seen a meteoric rise in popularity despite lukewarm returns Stuart Rhodes of M&G Investments discusses the challenges of going against the grain in the ongoing bull market Why have investors been embracing impact investing over ESG strategies?
Portfolio AdvisEr Magazine
Published
We look at how to avoid running dry in retirement as transfers out of defined benefit pension schemes ramp up. Stephen Yiu and Peter Hargreaves of Blue Whale Capital reveal why it pays to have a highly-concentrated approach to portfolios. Is a bond mis-selling scandal looming?
Portfolio AdvisEr Magazine
Published
We ask whether sky-high remuneration packages in our industry mean fund manager remuneration has gone too far. Richard Pease and James Milne of Crux Asset Management divulge their approach to the European Special Situations fund, and this month’s wealth manager profile is with Arbuthnot Latham’s StJohn Gardner. Elsewhere, Liontrust co-head of multi-asset John Husselbee talks…
Portfolio AdvisEr Magazine
Published
In this month’s PA we inspect the ‘agent as client’ model – are advisers and DIMs fully aware of who is responsible for investment decisions? We also speak with Neuberger Berman’s co-head of emerging market debt Rob Drijkoningen and Quilter Cheviot’s Alan McIntosh. And we look at Aviva Investors multi-asset team’s asset allocation views, as…
Portfolio AdvisEr Magazine
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
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
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
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
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
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
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
Published
We consider whether the Faangs are beyond traditional valuation metrics. Rosemary Banyard on trading in Schroders for boutique life. Is it game over for emerging markets?
Portfolio AdvisEr Magazine
Published
We try to demystify the ‘alternatives’ sector, which has seen a meteoric rise in popularity despite lukewarm returns Stuart Rhodes of M&G Investments discusses the challenges of going against the grain in the ongoing bull market Why have investors been embracing impact investing over ESG strategies?
Portfolio AdvisEr Magazine
Published
We look at how to avoid running dry in retirement as transfers out of defined benefit pension schemes ramp up. Stephen Yiu and Peter Hargreaves of Blue Whale Capital reveal why it pays to have a highly-concentrated approach to portfolios. Is a bond mis-selling scandal looming?
Portfolio AdvisEr Magazine
Published
We ask whether sky-high remuneration packages in our industry mean fund manager remuneration has gone too far. Richard Pease and James Milne of Crux Asset Management divulge their approach to the European Special Situations fund, and this month’s wealth manager profile is with Arbuthnot Latham’s StJohn Gardner. Elsewhere, Liontrust co-head of multi-asset John Husselbee talks…
Portfolio AdvisEr Magazine
Published
In this month’s PA we inspect the ‘agent as client’ model – are advisers and DIMs fully aware of who is responsible for investment decisions? We also speak with Neuberger Berman’s co-head of emerging market debt Rob Drijkoningen and Quilter Cheviot’s Alan McIntosh. And we look at Aviva Investors multi-asset team’s asset allocation views, as…