Portfolio AdvisEr Magazine
September 2018
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?
Magazines
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Portfolio AdvisEr Magazine
August 2018
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?
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Portfolio AdvisEr Magazine
July 2018
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?
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Portfolio AdvisEr Magazine
June 2018
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…
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Portfolio AdvisEr Magazine
May 2018
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…
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Portfolio AdvisEr Magazine
April 2018
Published
In this month’s PA we hear from celebrated female fund managers on the industry’s glaring gender pay gap problem. We also consider ‘old economy’ stocks versus ‘new opportunity’ in emerging markets and whether Reits are on the rebound. Brewin Dolphin’s Guy Foster is this month’s wealth manager profile and TwentyFour Asset Management co-founder Ben Hayward…
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Portfolio AdvisEr Magazine
March 2018
Published
In this month’s PA we find out why ESG investing is about more than just turbines and trees – there’s a financial case too. We also consider whether star managers are conducive to sustainable returns, and we analyse US and emerging market equities. This month’s wealth manager profile is Coutts’ Mohammad Kamal Syed, and our…
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Portfolio AdvisEr Magazine
February 2018
Published
In this month’s PA we examine the potential $1trn of debt Trump’s tax reform could add to the nation’s balance sheet. Who holds US debt and who will buy more? We also consider what it means to be a ‘contrarian’ investor and what constitutes value when it comes to selecting funds. This month’s wealth manager…
-
Portfolio AdvisEr Magazine
January 2018
Published
In this month’s PA we gaze into the crystal ball for the year ahead. Can the good times continue or is trouble brewing? We also look at how Asian technology promises to deliver positive earnings growth and assess the targeted absolute return sector’s prospects. This month’s wealth manager profile is Nataša Williams of LGT Vestra…
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Portfolio AdvisEr Magazine
December 2017
Published
This month’s PA we consider whether concentrated funds produce better returns. We also look at how multi-asset has fared since the financial crisis and assess the Asia ex Japan sector’s prospects. This month’s wealth manager profile is Chris Metcalfe at Iboss, and our featured fund manager is GAM’s Adrian Gosden.
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Portfolio AdvisEr Magazine
Guide to Asia Income
Published
Since the onset of the global financial crisis, the hunt for income has become more challenging. Investors have had to reassess past biases and look to other asset classes and regions for yield. This guide to Asian income asks how the region is coming of age. We find out how wealth managers exploit opportunities, while Yu…
-
Portfolio AdvisEr Magazine
November 2017
Published
In this month’s issue we ask whether artificial intelligence has a future or if it remains the stuff of science fiction. We also assess passive giant Vanguard’s threat to active managers following its low-cost assault on the platform market. And we speak to Ravenscroft, the new project of Hargreaves Lansdown founder Stephen Lansdown, about its plans…
-
Portfolio AdvisEr Magazine
September 2018
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
August 2018
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
July 2018
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
June 2018
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
May 2018
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
April 2018
Published
In this month’s PA we hear from celebrated female fund managers on the industry’s glaring gender pay gap problem. We also consider ‘old economy’ stocks versus ‘new opportunity’ in emerging markets and whether Reits are on the rebound. Brewin Dolphin’s Guy Foster is this month’s wealth manager profile and TwentyFour Asset Management co-founder Ben Hayward…
-
Portfolio AdvisEr Magazine
March 2018
Published
In this month’s PA we find out why ESG investing is about more than just turbines and trees – there’s a financial case too. We also consider whether star managers are conducive to sustainable returns, and we analyse US and emerging market equities. This month’s wealth manager profile is Coutts’ Mohammad Kamal Syed, and our…
-
Portfolio AdvisEr Magazine
February 2018
Published
In this month’s PA we examine the potential $1trn of debt Trump’s tax reform could add to the nation’s balance sheet. Who holds US debt and who will buy more? We also consider what it means to be a ‘contrarian’ investor and what constitutes value when it comes to selecting funds. This month’s wealth manager…
-
Portfolio AdvisEr Magazine
January 2018
Published
In this month’s PA we gaze into the crystal ball for the year ahead. Can the good times continue or is trouble brewing? We also look at how Asian technology promises to deliver positive earnings growth and assess the targeted absolute return sector’s prospects. This month’s wealth manager profile is Nataša Williams of LGT Vestra…
-
Portfolio AdvisEr Magazine
December 2017
Published
This month’s PA we consider whether concentrated funds produce better returns. We also look at how multi-asset has fared since the financial crisis and assess the Asia ex Japan sector’s prospects. This month’s wealth manager profile is Chris Metcalfe at Iboss, and our featured fund manager is GAM’s Adrian Gosden.
-
Portfolio AdvisEr Magazine
Guide to Asia Income
Published
Since the onset of the global financial crisis, the hunt for income has become more challenging. Investors have had to reassess past biases and look to other asset classes and regions for yield. This guide to Asian income asks how the region is coming of age. We find out how wealth managers exploit opportunities, while Yu…
-
Portfolio AdvisEr Magazine
November 2017
Published
In this month’s issue we ask whether artificial intelligence has a future or if it remains the stuff of science fiction. We also assess passive giant Vanguard’s threat to active managers following its low-cost assault on the platform market. And we speak to Ravenscroft, the new project of Hargreaves Lansdown founder Stephen Lansdown, about its plans…