PA Fund Awards 2017: And the winners are...

PA Fund Awards 2017: And the winners are...

At lunchtime today, Portfolio Adviser announced the winners of its annual Fund Awards so read on to see who walked off with the spoils.

Published : 19, Jan 2017
Fund manager profile: Jupiter's Ben Whitmore

Fund manager profile: Jupiter's Ben Whitmore

Going against the flow is the order of the day for Ben Whitmore, with a long-term view that asks for a vote of trust from clients

Published : 19, Jan 2017
PA Podcast: In search of a fixed income battle plan

PA Podcast: In search of a fixed income battle...

David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

Published : 19, Jan 2017
Your cut-out-and-keep 'crisis diary' for 2017

Your cut-out-and-keep 'crisis diary' for 2017

Like swapping cocktails for jogging, a rally in gold is becoming a New Year's tradition. Eight times in the last 10 years gold rose against the Dollar in January. The previous four decades' strike rate was 48%.

Published : 19, Jan 2017
Déjà vu for bond markets in 2017 – BlackRock

Déjà vu for bond markets in 2017 – BlackRock

BlackRock’s Ben Edwards thinks “2017 is shaping up to look a lot like 2016” for bond markets as uncontrolled dollar strength, diverging regional economic paths and continued political risk keep volatility alive.

Published : 18, Jan 2017
Will Trump create heaven or hell for the global economy?

Will Trump create heaven or hell for the global...

According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?

Published : 17, Jan 2017
Psigma targets contrarian plays and HY in time of ‘Trumponomics’

Psigma targets contrarian plays and HY in time...

Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’

Published : 17, Jan 2017
Coutts’ Higgins betting on sterling

Coutts’ Higgins betting on sterling

In line with its “contrarian” principles, Coutts’ latest investment outlook has revealed it will favour sterling in 2017, claiming concerns about the pound are overplayed.  

Published : 17, Jan 2017
Investor confidence soaring in January – Lloyds Private Banking

Investor confidence soaring in January – Lloyds...

Confidence in the United Kingdom’s stock market soared this month, and investors have a more optimistic view of all asset classes except gold, according to the latest Lloyds Investor Sentiment Index (ISI).

Published : 16, Jan 2017
Wealth manager profile: Capital Generation Partners’ Ian Barnard

Wealth manager profile: Capital Generation Partners’...

From diplomat to discretionary, Capital Generation Partners’ co-founder Ian Barnard takes big industry shifts in his stride, sticking to the firm’s stay-rich-plus mantra.

Published : 13, Jan 2017

Bulls vs Bears: Which side to take on UK stocks?...

With the FTSE at an all time high but Brexit uncertainties waiting in the wings, four professional investors give their view on the outlook for UK equities.

Published : 13, Jan 2017
Morningstar’s Kemp eyeing capital preservation

Morningstar’s Kemp eyeing capital preservation...

With uncertainty over the justification for 2016’s positive returns and valuation pressures continuing to mount, it may be time to focus on capital preservation, according to Morningstar Investment Management CIO Dan Kemp.

Published : 13, Jan 2017
Bond market may survive rising rates – RSMR’s Rayner

Bond market may survive rising rates – RSMR’s...

Volatility in the bond markets might be more muted than expected if the impact from rising rates takes root swiftly, according to Rayner Spencer Mills Research director Ken Rayner.

Published : 13, Jan 2017
BMO GAM’s Burdett ‘agnostic’ on active vs passive battle

BMO GAM’s Burdett ‘agnostic’ on active vs passive...

When it comes to the active versus passive argument, co-head of multi-manager at BMO Global Asset Management Rob Burdett remains steadfastly “agnostic.”

Published : 12, Jan 2017
Woodford says last year ‘tested his resolve’

Woodford says last year ‘tested his resolve’

Neil Woodford has said the performance of his funds in 2016 has ‘tested his resolve.’

Published : 12, Jan 2017
More volatility looms for bonds and equities – SYZ AM

More volatility looms for bonds and equities –...

SYZ Asset Management multi-asset man Hartwig Kos has predicted that bond markets will remain volatile, manipulating equity valuations further.

Published : 11, Jan 2017
Flanders warns against getting bogged down in politics

Flanders warns against getting bogged down in...

Investors should avoid getting bogged down in the potential for political upheaval in 2017, according to JP Morgan’s chief strategist Stephanie Flanders.

Published : 11, Jan 2017
Whitechurch makes US small cap move

Whitechurch makes US small cap move

Whitechurch Securities has opted to move into US small cap equities for the first time since before the 2008 financial crash amid an increasingly positive economic outlook and booming business confidence.

Published : 11, Jan 2017
European government bond prices on decline despite scarcity claims

European government bond prices on decline despite...

Suspicions have been raised about European bond scarcity, but rising yields and declining prices point to further volatility, said Julius Baer head of fixed income, Markus Allenspach.

Published : 10, Jan 2017
Morningstar cuts high yield exposure back

Morningstar cuts high yield exposure back

Morningstar has reduced its discretionary income portfolios’ holdings of high yield bonds, using the money to raise exposure to “good value” emerging market debt.

Published : 10, Jan 2017
Brewin takeover to result in axing of Duncan Lawrie research team
Brewin takeover to result...

The Duncan Lawrie Asset Management research team is...

Bulls vs Bears: Which side to take on UK stocks?
Bulls vs Bears: Which...

With the FTSE at an all time high but Brexit uncertainties...

Brewin Dolphin hires Barclays Wealth man
Brewin Dolphin hires...

Godfrey Cromwell, a former Barclays Wealth banker,...

May reveals Brexit plan as inflation jumps and Carney hints at rate rise   
May reveals Brexit plan...

Inflation in the United Kingdom economy climbed to...

PA ANALYSIS: Don’t forsake liquid alts just yet
PA ANALYSIS: Don’t forsake...

Finding well-priced defensive assets has been a key...

OTHER STORIES FROM LAST WORD...