PA Dublin – Polar Capital – Jorry Noddekaer
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An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
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The complex task of assessing responsibility
Investor demand for Socially Responsible Investments (SRI) is on the rise, but how can a fund manager evaluate how ‘socially responsible’ a company really is?
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PA Podcast: Manager mojo and the Trump rally
This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one’s client base.
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Burdett big on Japan
With a strong earnings outlook and a still improving dividend payout ratio, Japan ticks a lot of investment boxes.
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PA Podcast: In search of a fixed income battle plan
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
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PA Podcast: Trump inspired optimism and the risk of recession
Stephanie Flanders, JP Morgan’s chief market strategist for Europe and the UK discusses the demise of deflation, Trump’s lifting of animal spirits and the Brexit transition.
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How we search for an income that stays on track
Join the managers of SAINTS on their travels as they seek out companies from across the globe that they believe can deliver the winning combination of dependable and growing income along with capital growth. Capital is at risk and income is not guaranteed. A key information document is available by contacting Baillie Gifford.
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PA Summer Congress: What you missed
A look at some of the highlights from PA Summer Congress.
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PA Podcast: Gold, gloom and a glass slightly empty
It is perhaps appropriate that the first PA Podcast was recorded on Halloween, as our first guest, Tilney Bestinvest, investment strategy director, Ben Seager-Scott isn’t entirely optimistic about the outlook for the global economy.
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PA Autumn Congress 2015: What you missed
A look at some of the highlights of the 2015 edition of PA Autumn Congress.
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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.