• Home
  • Profiles & Comment
Wealth manager profile: Cerno Capital Partners' Spence

Wealth manager profile: Cerno Capital Partners'...

With a mistrust of global macro managers and concerns over an economic cycle ‘de-fanged’ by central banks, Cerno’s co-founder is drawing on his ‘apprenticeship’ in Asia to inform his current investment choices.

Published : 17, Nov 2016
Don’t underestimate the US growth engine – Slater

Don’t underestimate the US growth engine – Slater...

Baillie Gifford’s North America head says investors have persistently underestimated the strength of the US economy and continue to do so

Published : 14, Nov 2016
Wealth manager profile: Waverton's John Bellamy

Wealth manager profile: Waverton's John Bellamy...

Three years after a management buyout, the head of managed funds at Waverton is spearheading its progress in running client money in a cost-conscious world.

Published : 24, Oct 2016
10 YEARS OF PA: The birth of infrastructure funds, to property in turmoil

10 YEARS OF PA: The birth of infrastructure funds,...

The investment company sector has changed considerably over the past ten years, as back in October 2006 we were still enjoying the dying days of the credit boom.

Published : 12, Oct 2016
Are equity risk premiums really still attractive?

Are equity risk premiums really still attractive?...

Consensus suggests it is a struggle to find value in equities, but despite political uncertainty in the UK, US and Europe, there are still plenty of opportunities globally

Published : 6, Oct 2016
Why hedge funds have put investors into a panic

Why hedge funds have put investors into a panic...

For the once-mighty hedge-fund industry, these are not the best of times – to put it mildly. Outflows are gathering pace as investors, wearying of high fees, poor performance and bad publicity, vote with their feet.

Published : 5, Oct 2016
10 YEARS OF PA: More fund choice, but lower costs

10 YEARS OF PA: More fund choice, but lower costs...

As Portfolio Adviser celebrates its 10th anniversary, we reflect back to inform our view on what challenges the investment industry will encounter in the decade to come.

Published : 4, Oct 2016
PA Podcast: Central bank feather bed and the return of financials

PA Podcast: Central bank feather bed and the return...

The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.

Published : 21, Sep 2016
Putting the boot on the other foot

Putting the boot on the other foot

As governments look to move from a monetary to a fiscal policy, an end to global austerity could be a boon for infrastructure funds, but ignore investment trusts trading at premium

Published : 19, Sep 2016
Close to the hedge

Close to the hedge

After a busier than usual summer, Brooks Macdonald has its eyes firmly on the macro picture, while also balancing the right currency calls.

Published : 13, Sep 2016
Wealth manager profile: Quilter Cheviot's David Loudon

Wealth manager profile: Quilter Cheviot's David...

A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.

Published : 9, Sep 2016
Fund manager profile: Manulife AM's Kathryn Langridge

Fund manager profile: Manulife AM's Kathryn Langridge...

Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe

Published : 5, Sep 2016
European Wealth: "Bad days make good entry points”

European Wealth: "Bad days make good entry points”...

As storm clouds gather over the continent, boutique investment house European Wealth will not be swayed by short-term noise but makes sure every last one of its assets is working as hard as possible.

Published : 19, Aug 2016
WM Profile: SJP’s Ralph on acquisitions, opportunities and vertical challenges

WM Profile: SJP’s Ralph on acquisitions, opportunities...

Fresh from an acquisition spree in the UK, St James’s Place is taking its pioneering business model east in its next phase of growth

Published : 12, Aug 2016
Two’s company: Fidelity’s Ian Spreadbury and Sajiv Vaid

Two’s company: Fidelity’s Ian Spreadbury and Sajiv...

The past 30 years have been a great time to be a bond investor, and while the future might prove tougher, Fidelity’s Ian Spreadbury and Sajiv Vaid feel up to the task

Published : 12, Aug 2016
Fund manager profile: Nordea's stable mates

Fund manager profile: Nordea's stable mates

Friends since university, Nordea’s Copenhagen-based managers bring a tried-and-tested absolute return approach to the UK market with their globally diversified Stable Return Fund.

Published : 29, Jul 2016
Commodities reigniting, but buyer beware

Commodities reigniting, but buyer beware

Global resources fund manager Benoit Gervais is adamant the commodities sector is about to be reignited but advises caution while recovery is nascent.

Published : 18, Jul 2016
Wealth manager profile: Signia Wealth's team talk

Wealth manager profile: Signia Wealth's team talk...

Signia Wealth saw some big changes at the top 18 months ago. Here the team breaks its silence to outline the significant headway made in reshaping the business after a difficult 2015

Published : 15, Jul 2016
European elections will take centre stage after Brexit referendum

European elections will take centre stage after...

It is the range of European national elections set to take place in 2017 that could potentially give investors the real headaches.

Published : 22, Jun 2016

Sponsored Content

PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
PA ANALYSIS: Is Barclays’...

Barclays’ announcement on Monday that it has launched...

PA ANALYSIS: EM argument growing despite Trump slump
PA ANALYSIS: EM argument...

One of the losers so far, from the election of Donald...

Hargreaves Lansdown hails its ‘biggest fund launch ever’
Hargreaves Lansdown hails...

The HL Select UK Shares Fund launch today has been...

PA ANALYSIS: Will the Fed turn its back on the world next year?
PA ANALYSIS: Will the...

With a December interest rate rise now close to certain,...

FTSE 100 falters as Ofcom orders BT split
FTSE 100 falters as Ofcom...

The index dipped by 0.53% to 6763 Tuesday morning as...

OTHER STORIES FROM LAST WORD...