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Asset Allocator: SLI's Bambos Hambi

Asset Allocator: SLI's Bambos Hambi

Standard Life Investments' MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.

Published : 22, Feb 2017
Wealth Manager Profile: Stonehage Fleming's Graham Wainer

Wealth Manager Profile: Stonehage Fleming's Graham...

Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.

Published : 16, Feb 2017
Fund Manager Profile: TwentyFour AM's Chris Bowie

Fund Manager Profile: TwentyFour AM's Chris Bowie...

TwentyFour’s Chris Bowie spearheads the outcome and investment-driven division he built from the ground up. Here he talks up his DIY approach, which includes executing all of the trades himself, keeping him ‘close to the market’ and giving him a few kicks along the way

Published : 14, Feb 2017
Contrarian: The risk of rationality

Contrarian: The risk of rationality

Even though markets have been hitting new highs, now might be the time to challenge the current illusion of normality, which could be a painful reality check for traditional asset classes.

Published : 13, Feb 2017
Asset Allocator: Schroders' Brookes

Asset Allocator: Schroders' Brookes

Schroders’ head of multi-manager Marcus Brookes forecasts that rising inflation in 2017 will flip the script on traditional ‘safe’ assets, making the case for riskier investments

Published : 20, 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
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
On the money:  If you stop performing, you don't last long

On the money: If you stop performing, you don't...

Capital Generation Partners' Ian Barnard looks at the pressures on fees and costs in the investment and wealth management world.

Published : 4, Jan 2017
Wealth Manager Profile: Mattioli's Gibson embraces conviction in Asia Pacific

Wealth Manager Profile: Mattioli's Gibson embraces...

Mattioli Woods director Simon Gibson embraces the mantra of investing with conviction in these turbulent times of Trump, Brexit and stagnant global growth.

Published : 30, Dec 2016
Fund Manager Profile: Lazard's James Donald

Fund Manager Profile: Lazard's James Donald

In a world that is focused on defensive stocks, Lazard’s venerable relative value manager takes a different route to emerging markets growth.

Published : 29, Dec 2016
Asset Allocator: Nutmeg's Shaun Port

Asset Allocator: Nutmeg's Shaun Port

A universe of 200 ETFs provides Nutmeg’s Shaun Port and his team with an impressive toolkit with which to navigate the complex markets following the recent unexpected political events in the UK and the US.

Published : 28, Dec 2016
Infrastructure: New foundations on a well trodden path

Infrastructure: New foundations on a well trodden...

Following the Brexit vote there has been a renewed interest in infrastructure, with the hope that the UK government will throw money at high-profile and popular projects in an attempt to stem an economic slowdown.

Published : 22, Dec 2016
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

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PA ANALYSIS: What's next after Unilever snubbed Kraft Heinz?
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