PA ANALYSIS: EU single market to be ‘fragmented’ by Mifid II

PA ANALYSIS: EU single market to be ‘fragmented’...

Stark differences in regulatory interpretation among the 28 members of the European Union means that far-reaching reforms covering all aspects of the financial markets could end up defying their purpose and result in a “fragmented” single market.

Published : 20, Sep 2017
Investec's Summers on balancing quality stocks with value

Investec's Summers on balancing quality stocks...

With quality stocks seemingly 'priced for perfection', Investec Wealth's Andrew Summers diagnoses adding value and cyclical ballast as the best tonic for equity positioning.

Published : 17, Aug 2017
PA ANALYSIS: Sailing the macro winds in Japanese equities

PA ANALYSIS: Sailing the macro winds in Japanese...

Net inflows into Japanese equity funds by European investors have picked up recently, as the current macro environment looks conducive to Japanese equities. Asset managers are also jumping on board with the asset class, but why?

Published : 31, 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
PA ANALYSIS: Frontier markets – still an asset class?

PA ANALYSIS: Frontier markets – still an asset...

With a string of countries having been promoted to emerging market status by index provider MSCI in recent years, are frontier markets still a viable asset class?

Published : 20, Jun 2017
Portfolio Adviser: Guide to Europe

Portfolio Adviser: Guide to Europe

After a politically turbulent time in 2016, Europe has been under scrutiny with several nations going to the polls.The question asked, would investors be right to stay clear just because things on the service seem volatile?

Published : 13, 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
Cash from chaos: How to put your money to work

Cash from chaos: How to put your money to work...

Market uncertainty is making it tough to make the right calls, but investors are keener than ever to put their money to work. Portfolio Adviser's Guernsey roundtable discussed the issues.

Published : 16, 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
Fund Selector: Japanese equities

Fund Selector: Japanese equities

Quantitative easing and negative interest rates have had a positive effect on the Japanese economy but investors are still split on the prospects for equities. Could Japan be about to blossom?

Published : 22, Feb 2017
Fund trends: Value or growth?

Fund trends: Value or growth?

The recent resurgence of the value style has had a knock-on effect for a number of portfolio household names.

Published : 17, Feb 2017
Defensive strategies: Don’t look down

Defensive strategies: Don’t look down

Whether we are seeing real euphoria or not in markets is debatable but, either way, when fear of a downward shift is in the air, choosing the right defensive assets can be problematic.  

Published : 17, 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
Fund selector: Global Equity Income

Fund selector: Global Equity Income

Global equity funds can be a great diversifier but investors must be conscious of pitfalls such as opaque charges and the temptation of ‘risk-creep'.

Published : 27, Jan 2017
Viewpoint: The big asset allocation calls in 2017

Viewpoint: The big asset allocation calls in 2017...

With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.

Published : 27, Jan 2017
Investment Strategies: How to tackle fixed income this year

Investment Strategies: How to tackle fixed income...

With the potential for a number of macro and political changes, Portfolio Adviser looks at how to tackle fixed income in 2017

Published : 24, Jan 2017
Fund trends: Emerging market debt

Fund trends: Emerging market debt

It’s still relatively early days for the IA Global Emerging Market Bond sector, and funds could be facing their biggest test yet, says the editor of FE Trustnet.

Published : 6, Jan 2017
Value funds poised to weather future sea changes

Value funds poised to weather future sea changes...

Mid-cap funds have had a strong five years, though a sea change could be looming for larger funds, with those following a value style likely to be the future winners.

Published : 6, Jan 2017
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

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