Godber and Hamilton: How Polar Capital’s power duo find value
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
With a string of countries having been promoted to emerging market status by index provider MSCI in recent years, are frontier markets still a viable asset class?
After a politically turbulent time in 2016, Europe has been under scrutiny with several nations going to the polls.The question asked, would investors be right to stay clear just because things on the service seem volatile?
Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.
JPM CIO of fixed income Nick Gartside sees a world of opportunities as central banks and ‘animal spirit’ revive the markets.
Market uncertainty is making it tough to make the right calls, but investors are keener than ever to put their money to work. Portfolio Adviser’s Guernsey roundtable discussed the issues.
Geopolitical uncertainty is on the rise but the Vix Index is at historic lows. Is there really still an investment case for trying to harness volatility?
Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?
The recent resurgence of the value style has had a knock-on effect for a number of portfolio household names.
Whether we are seeing real euphoria or not in markets is debatable but, either way, when fear of a downward shift is in the air, choosing the right defensive assets can be problematic.
Even though markets have been hitting new highs, now might be the time to challenge the current illusion of normality, which could be a painful reality check for traditional asset classes.
Global equity funds can be a great diversifier but investors must be conscious of pitfalls such as opaque charges and the temptation of ‘risk-creep’.