UK shows resilience two years after referendum
It’s two years since the British public narrowly voted to leave the EU, but there is still a lot of uncertainty over the country’s future. This is normally bad news for markets, but four investors believe UK assets have remained remarkably resilient.
LGIM’s five laggards on climate change
Legal & General Investment Management (LGIM) has named several companies it will vote against and divest across its entire range of equity funds for failing to address climate change. Click through the slides to find out who has been targeted.
Six DFMs reveal their China A-shares exposure
MSCI’s inclusion of 233 China A-shares in its three widely-tracked indices is expected to further open up the country to foreign investors and could result in the launch of more Asia ex China funds down the line. Here six wealth managers outline how their portfolios are exposed to A-shares.
Unloved UK: the eight most-shorted domestic stocks
In an already unloved market, which listed-British mainstays have fallen the most out of favour so far this year? Portfolio Adviser takes a look at Canaccord Genuity Wealth Management’s annual Get Shorty report.
PA Summer Congress 2018: in pictures
Portfolio Adviser’s Summer Congress was a roaring success yet again, held at a beautiful location over three sunny days, bringing together fund managers and fund selectors from across the UK. Click through the gallery for a sneak peak at the event.
Nine fund selectors on the track record they seek before investing
Three-years’ track record is an important milestone in the asset management industry, but do investors stick to such hard and fast rules when it comes to assessing a fund?
Eight fund managers on the next turn for the US dollar
As the US Federal Reserve leads the developed world on hiking rates, fund managers weigh in on whether the greenback’s strength will continue – upsetting emerging markets along the way – or if structural elements in the US economy provide reasons to be bearish.
Six managers on whether the Bank of England will hold or hike
Weak Q1 GDP data and comments from Mark Carney have seemingly put the kibosh on a May rate hike, but the Bank of England’s trajectory is far from certain. Portfolio Adviser asked fixed income analysts and managers whether they think the BoE will begin tightening or hold off.