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Invesco Perpetual's Butcher on navigating political turmoil in Europe

Invesco Perpetual's Butcher on navigating political...

Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.

Published : 11, Aug 2017
Three credit funds to hold through the dark days ahead

Three credit funds to hold through the dark days...

Central banks have upped the rhetoric in recent weeks, with all but the Bank of Japan hinting at rising rates and/or winding in quantitative easing. It seems a strange time to be talking this way – just as the hard economic data looks to be in danger of peaking.

Published : 26, Jul 2017
Lombard Odier's Monier on taking a bolder approach to risk

Lombard Odier's Monier on taking a bolder approach...

Wealth management’s own Phileas Fogg, Lombard Odier’s Stéphane Monier has had a well-travelled career and is now adding some intercontinental spice to private banking.

Published : 14, Jul 2017
Godber and Hamilton: How Polar Capital’s power duo find value

Godber and Hamilton: How Polar Capital’s power...

Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.

Published : 7, Jul 2017
WM profile: Michel Perera, Canaccord Genuity Wealth Management

WM profile: Michel Perera, Canaccord Genuity Wealth...

The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.

Published : 28, Jun 2017
Orbis Investments: Target the micro for solid investment returns

Orbis Investments: Target the micro for solid...

A dedicated stockpicker who is happy to talk about holding companies ‘forever’, Ben Preston wants investors to refocus on the long-term picture.

Published : 23, Jun 2017
Nasdaq correction: warning shot or the start of a bubble bursting?

Nasdaq correction: warning shot or the start of...

While all eyes were on the FTSE All Share and how it would react to a hung parliament last Friday, something a little more dramatic was occurring the other side of the pond and, for once, it wasn't Trump-related.

Published : 14, Jun 2017
Absolute return funds: The bigger they are, the harder they fall

Absolute return funds: The bigger they are, the...

Absolute return funds have been huge sellers for the past two years but as the funds get larger, performance is prone to suffer.

Published : 8, Jun 2017
Fund manager profile: Nick Gartside, JP Morgan Asset Management

Fund manager profile: Nick Gartside, JP Morgan...

JPM CIO of fixed income Nick Gartside sees a world of opportunities as central banks and ‘animal spirit’ revive the markets.

Published : 19, May 2017
Wealth manager profile: Jon Cunliffe of Charles Stanley

Wealth manager profile: Jon Cunliffe of Charles...

With central banking and fund management experience under his belt, Charles Stanley’s CIO has the experience to ensure the firm is not spreading talent too thinly.

Published : 17, May 2017
Kleinwort Hambros: Portfolio construction is 'form of alchemy'

Kleinwort Hambros: Portfolio construction is 'form...

A year on from the merger of two 19th century institutions, Kleinwort Hambros is looking to the future for technological progress.

Published : 18, Apr 2017
The chief concern for UK equity income funds

The chief concern for UK equity income funds

After several months of consultation and no doubt reams of persuasive submissions, the Investment Association relaxed its rules around the UK Equity Income sector last month.

Published : 13, Apr 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
Wealth Manager Profile: WH Ireland's Roderick Buchanan

Wealth Manager Profile: WH Ireland's Roderick...

WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.

Published : 16, 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
Forget the Vix – new ways to profit from volatility

Forget the Vix – new ways to profit from volatility...

Geopolitical uncertainty is on the rise but the Vix Index is at historic lows. Is there really still an investment case for trying to harness volatility?

Published : 13, Mar 2017
Risks facing income investors seen growing in diversity

Risks facing income investors seen growing in...

Generating a reasonable income from investments in the current environment means fund managers face a variety of risks. Click on the video to hear a group of top investors outline where those risks are likely to come from over the next 12 to 18 months.

Published : 1, Mar 2017
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
PA ANALYSIS: Is it time to clear out the clutter of small funds?
PA ANALYSIS: Is it time...

Small and expensive, are funds that have failed to...

PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
PA ANALYSIS: Will Kames...

Liontrust’s capture of Kames Capital’s prized fixed...

PA ANALYSIS: What’s going on at 'disappointing' Sanditon?
PA ANALYSIS: What’s going...

Sanditon Asset Management’s CEO has leapt to the defence...

OTHER STORIES FROM LAST WORD...