Magazines

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  • Portfolio AdvisEr Magazine

    October 2017

    Published

    In this month’s PA we consider the liquidity risk attached to certain funds that hold large stakes in small firms. We also ask whether gold is the best defence in volatile times and look at the revival of European equities after a decade of skepticism.

  • Portfolio AdvisEr Magazine

    Guide to Alternatives

    Published

    The UK’s long-running bull market is making investors nervous, and alternatives are an obvious solution to the high valuations and positive correlations it has produced. But advisers and investors are still reluctant to buy into this asset type. This guide, produced in association with Architas, debunks some commonly-held myths, looks at the role alternatives play…

  • Portfolio AdvisEr Magazine

    Guide to Income

    Published

    This month’s guide to income assesses the landscape for incoming-producing asset classes, some 10 years on since the onset of the global financial crisis. Morningstar’s Richard Whitehall looks at where the best opportunities for income-based investors currently lie; be it equities, bonds, or somewhere else, while we ask advisers and wealth managers where they are…

  • Portfolio AdvisEr Magazine

    September 2017

    Published

    This month we look at how the regulator has increased its focus on fund ratings agencies as part of its review of the asset management industry. We also consider whether property investing is due a renaissance a year on from the liquidity issues following the Brexit vote. And we weigh up prospects in the UK…

  • Portfolio AdvisEr Magazine

    August 2017

    Published

    This month we look at investing in Asia, 20 years on from the region’s crippling financial crisis. We also chart the move into alternative assets and ask if the sector is verging on bubble territory, And we find out why doing nothing in a portfolio is often the best investment strategy of them all.

  • Portfolio AdvisEr Magazine

    July 2017

    Published

    This month’s issue of Portfolio Adviser asks if wealth managers should cut UK equities, whether growth has peaked for European equities and debates whether it is time for investors to put their prejudices against Japan to bed. We cover the recent rise in passive investing, driven by price wars, regulation and uncertainty, and explain how…

  • Portfolio AdvisEr Magazine

    June 2017

    Published

    Could inflation return to 1970s levels? We assess the future success of the IA’s new Volatility Manager sector. Why everybody is wrong about China?

  • Portfolio AdvisEr Magazine

    May 2017

    Published

    Could inflation return to 1970s levels? We assess the future success of the IA’s new Volatility Manager sector. Why everybody is wrong about China?

  • Portfolio AdvisEr Magazine

    Guide to Asia and Japan 2017

    Published

    Using interviews with fund managers and fund buyers Portfolio Adviser’s latest Guide takes an in-depth look at the investment rationale behind Asia Pacific exposure – we also seek to understand why Asia Pacific and Japan both sit at the top of fund selectors’ ‘most wanted’ list over the coming 12 months.

  • Portfolio AdvisEr Magazine

    April 2017

    Published

      In light of the Standard Life/Aberdeen deal, we ask who is the next asset manager in line for M&A, and what this means for investors. We also consider why critics continue to take aim at absolute return. And we discuss the best way to invest in property, trusts or open-ended funds.  

  • Portfolio AdvisEr Magazine

    Guide to SRI 2017

    Published

    Client demand for socially responsible and ethical investment is on the rise with independent research by EIRIS showing nearly 40% of the British public showing an interest in green or ethical financial products and services. The same research shows 90% would be willing to switch to another provider if it meant they could better achieve…

  • Portfolio AdvisEr Magazine

    March 2017

    Published

      Take a look and consider how to invest in turbulent times – volatility is not dead, it has just taken a different form and wealth managers must adapt with it. We also look at how investors shifted portfolios following the US election. Consider how to play the duration game in corporate bonds.  

  • Portfolio AdvisEr Magazine

    October 2017

    Published

    In this month’s PA we consider the liquidity risk attached to certain funds that hold large stakes in small firms. We also ask whether gold is the best defence in volatile times and look at the revival of European equities after a decade of skepticism.

  • Portfolio AdvisEr Magazine

    Guide to Alternatives

    Published

    The UK’s long-running bull market is making investors nervous, and alternatives are an obvious solution to the high valuations and positive correlations it has produced. But advisers and investors are still reluctant to buy into this asset type. This guide, produced in association with Architas, debunks some commonly-held myths, looks at the role alternatives play…

  • Portfolio AdvisEr Magazine

    Guide to Income

    Published

    This month’s guide to income assesses the landscape for incoming-producing asset classes, some 10 years on since the onset of the global financial crisis. Morningstar’s Richard Whitehall looks at where the best opportunities for income-based investors currently lie; be it equities, bonds, or somewhere else, while we ask advisers and wealth managers where they are…

  • Portfolio AdvisEr Magazine

    September 2017

    Published

    This month we look at how the regulator has increased its focus on fund ratings agencies as part of its review of the asset management industry. We also consider whether property investing is due a renaissance a year on from the liquidity issues following the Brexit vote. And we weigh up prospects in the UK…

  • Portfolio AdvisEr Magazine

    August 2017

    Published

    This month we look at investing in Asia, 20 years on from the region’s crippling financial crisis. We also chart the move into alternative assets and ask if the sector is verging on bubble territory, And we find out why doing nothing in a portfolio is often the best investment strategy of them all.

  • Portfolio AdvisEr Magazine

    July 2017

    Published

    This month’s issue of Portfolio Adviser asks if wealth managers should cut UK equities, whether growth has peaked for European equities and debates whether it is time for investors to put their prejudices against Japan to bed. We cover the recent rise in passive investing, driven by price wars, regulation and uncertainty, and explain how…

  • Portfolio AdvisEr Magazine

    June 2017

    Published

    Could inflation return to 1970s levels? We assess the future success of the IA’s new Volatility Manager sector. Why everybody is wrong about China?

  • Portfolio AdvisEr Magazine

    May 2017

    Published

    Could inflation return to 1970s levels? We assess the future success of the IA’s new Volatility Manager sector. Why everybody is wrong about China?

  • Portfolio AdvisEr Magazine

    Guide to Asia and Japan 2017

    Published

    Using interviews with fund managers and fund buyers Portfolio Adviser’s latest Guide takes an in-depth look at the investment rationale behind Asia Pacific exposure – we also seek to understand why Asia Pacific and Japan both sit at the top of fund selectors’ ‘most wanted’ list over the coming 12 months.

  • Portfolio AdvisEr Magazine

    April 2017

    Published

      In light of the Standard Life/Aberdeen deal, we ask who is the next asset manager in line for M&A, and what this means for investors. We also consider why critics continue to take aim at absolute return. And we discuss the best way to invest in property, trusts or open-ended funds.  

  • Portfolio AdvisEr Magazine

    Guide to SRI 2017

    Published

    Client demand for socially responsible and ethical investment is on the rise with independent research by EIRIS showing nearly 40% of the British public showing an interest in green or ethical financial products and services. The same research shows 90% would be willing to switch to another provider if it meant they could better achieve…

  • Portfolio AdvisEr Magazine

    March 2017

    Published

      Take a look and consider how to invest in turbulent times – volatility is not dead, it has just taken a different form and wealth managers must adapt with it. We also look at how investors shifted portfolios following the US election. Consider how to play the duration game in corporate bonds.