The inside track on PA Summer Congress 2015
Lively discussions on the future of wealth management, panel debates and a keynote address from Jeremy Paxman were just some of the highlights of this year’s Portfolio Adviser Summer Congress 2015.
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PA Congress
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Despite US rally, opportunities remain in US value stocks – M&G
The valuation gap between value and growth stocks in the US is the widest it has been in the last 20 years.
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Wealth managers to grow European equity holdings, cut the US
European equities are the asset class of choice for wealth managers in the second half of this year, with US exposure to be cut, according to delegates at Portfolio Adviser’s Summer Congress 2015.
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fund manager interview phayre mudge
Marcus Phayre-Mudge, head of property equities at F&C Investments explains why he is still uncomfortable investing in peripheral Europe
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I would refuse to run a benchmark fund Hyland
Muzinich's Warren Hyland explains why he is so adamant that following a benchmark for his investors is not the way to run his emerging market proposition.
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Beware China s skeletons in the closet
Miles Geldard, head of fixed income and multi-asset at Jupiter Asset Management, tells Gary Shepherd to expect more defaults in China, after its years of investment boom and credit creation.
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Lord King
Lord King explains why he thinks the UK economic recovery is now well and truly in place and set to remain in place for the next few quarters at least.
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As the bull ends is the bond bear in sight
A lot has been made of the presumption that we are at the end of a 30-year bull market for bonds. But is this premise right, and if so does this also mean we are in a bear market for bonds right now?
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Income juggling headline yield quality Roberts
It is not that hard to find companies generating a sustainable dividend, argues Dan Roberts, manager of the Fidelity Global Dividend fund, though the tougher ask is paying the right price to get the exposure he wants.
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Mervyn King doubts sustainability of UK recovery
Former Governor of the Bank of England Lord King explains why he has concerns over the sustainability of the UK economic recovery.
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PA CONGRESS UK 2014 what did you miss
Former Governor of the Bank of England Lord King delivered the keynote address for PA Congress UK 2014 hosted at the South Lodge Hotel in Sussex.
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pa congress analysis arguing for domestic bliss
The UK market has been feeling its way in the dark when it comes to interest rate rises, but market demand is likely to continue.