Investor demand for Socially Responsible Investments (SRI) is on the rise, but how can a fund manager evaluate how ‘socially responsible’ a company really is?
This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.
With a strong earnings outlook and a still improving dividend payout ratio, Japan ticks a lot of investment boxes.
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
Stephanie Flanders, JP Morgan's chief market strategist for Europe and the UK discusses the demise of deflation, Trump's lifting of animal spirits and the Brexit transition.
It is perhaps appropriate that the first PA Podcast was recorded on Halloween, as our first guest, Tilney Bestinvest, investment strategy director, Ben Seager-Scott isn't entirely optimistic about the outlook for the global economy.
A look at some of the highlights of the 2015 edition of PA Autumn Congress.
Lively discussions on the future of wealth management, panel debates and a keynote address from Jeremy Paxman were just some of the highlights of this year’s Portfolio Adviser Summer Congress 2015.
The valuation gap between value and growth stocks in the US is the widest it has been in the last 20 years.
Lewis Grant’s Hermes Global Equity fund is benchmarked against the MSCI World index so is a developed market proposition.
Technology related consumer and service industries offer the best way forward for investing in emerging markets and across Asia, according to Baillie Gifford’s Michael Gush.
As bottom-up stock pickers, focusing in on the drivers of a company’s value creation, its final outcome are far more important than sectoral or macro themes, says Hollie Briggs, product manager of the Loomis Sayles US Equity Leaders Fund.
Since early 2013, UK CPI has fallen month-on-month from just under 3% to 0.1% at the end of May.
Historically, the first part of an increasing interest rate cycle is not particularly bad for equities, Ben Lofthouse said.
China has cut interest rates for the third time since November, but more easing measures are needed to support slowing economic growth, according to the two asset managers.
Architas has appointed Nathan Sweeney as co-manager on its active multi-asset fund suite following the departure of Stephanie Carbonneil for Schroders.
There remains a significant disconnect between investors’ appetite for risk and the returns they expect to receive, new research by Schroders shows.
China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.