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Gary Shepherd

Editor

Portfolio Adviser

Gary joined Last Word Media in 2009, becoming editor of Portfolio Adviser a year later. Previously, he worked at Incisive Media with roles across its Professional Adviser, Investment Week, Bloomberg Money and Mortgage Solutions titles. Gary has been shortlisted for various awards, winning Headline Money Investment Writer of the Year in 2010.

More Articles From The Author

PA ANALYSIS: Fear inflation, stagflation, or stagnation?

PA ANALYSIS: Fear inflation, stagflation, or stagnation?...

Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.

Published : 24, Mar 2017
Fund Manager Profile: Andrew Swan, BlackRock

Fund Manager Profile: Andrew Swan, BlackRock

BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.

Published : 22, Mar 2017

Five funds to hold alongside Woodford

Unless you’ve been living on Mars for the past couple of months, you’ll be aware of the hype around the latest launch from the UK’s most famous investor, CF Woodford Income Focus Fund. But who else is delivering the goods in UK equity income?

Published : 22, Mar 2017
PA ANALYSIS: The battle for financial services as Brexit gets real

PA ANALYSIS: The battle for financial services...

Remembered as England’s “largest and bloodiest” encounter, the Battle of Towton of 29 March 1461 gave the country a new monarch and deepened divisions that would not be healed for decades.

Published : 20, Mar 2017
Invesco’s Barnett hands over another trust to Goldstone

Invesco’s Barnett hands over another trust to...

Invesco Perpetual’s Mark Barnett has passed on management of a second investment trust to colleague James Goldstone amid “growing responsibilities”.

Published : 20, Mar 2017
Downing targets 15% p.a. with first investment trust

Downing targets 15% p.a. with first investment...

Downing is to launch its first investment trust, Downing Strategic Micro-Cap Investment Trust, with an aim of 15% per annum returns though investing in between 12 and 18 equity holdings.

Published : 20, Mar 2017
PA ANALYSIS: The price ain’t right as investors focus on fees but forget valuations

PA ANALYSIS: The price ain’t right as investors...

Getting value for money is the topic dominating the funds industry today, but on two different fronts.

Published : 16, Mar 2017
Fed signals new policy phase, and six further rate hikes?

Fed signals new policy phase, and six further...

The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.

Published : 16, Mar 2017
JOHCM’s John Wood to retire

JOHCM’s John Wood to retire

John Wood, lead manager of the £1.8bn JOHCM UK Opportunities Fund, is to retire from the industry on 30 September.

Published : 15, Mar 2017
Brooks Macdonald's profits boost as discretionary assets rise

Brooks Macdonald's profits boost as discretionary...

Brooks Macdonald saw a 19% growth in discretionary FUM, and a 49% rise in pre-tax profits for the second half of 2016; benefiting from renewed focus on services for HNW clients and changes to the pension landscape.

Published : 15, Mar 2017
Funds for cautious income seekers

Funds for cautious income seekers

Yield is fast becoming the holy grail of the 21st century. Ten years ago, you could still sign up to a 12-month fixed term cash account and get a whopping 10% interest; today you are lucky if you get 1%.

Published : 14, Mar 2017
FCA asset management challenge ‘way bigger’ than RDR

FCA asset management challenge ‘way bigger’ than...

The FCA’s Asset Management Market Survey is akin to a “hangover” for fund groups who will “have to bear the sharp end” of the pressures on fees, according to Nucleus CEO David Ferguson.

Published : 14, Mar 2017
PA ANALYSIS: Yarrow, Stick and co leading defensives revival

PA ANALYSIS: Yarrow, Stick and co leading defensives...

Much has been made of UK investors’ supposed rotation into cyclicals, but it has been noticeable how more defensively minded stockpickers have returned to form in 2017.

Published : 13, Mar 2017
Woodford reunites with Invesco distribution head

Woodford reunites with Invesco distribution head...

Woodford Investment Management has recruited from Invesco Perpetual for its new head of third party relationships.

Published : 13, Mar 2017

Sponsored Content

PA ANALYSIS: The battle for financial services as Brexit gets real
PA ANALYSIS: The battle...

Remembered as England’s “largest and bloodiest” encounter,...

Five funds to hold alongside Woodford
Five funds to hold alongside...

Unless you’ve been living on Mars for the past couple...

Woodford’s flagship fund finds footing; smashes £10bn mark
Woodford’s flagship fund...

Neil Woodford’s flagship fund found its footing in...

Morningstar downgrades Jupiter fund, due to “extreme underperformance”
Morningstar downgrades...

Morningstar analysts demoted Jupiter’s UK Growth fund,...

Inflation reaches 2.3% - highest level since 2013
Inflation reaches 2.3%...

February saw UK headline CPI rise to 2.3% - its highest...

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