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
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.
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.
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
The Brexit vote has thrown economic markets into turmoil in a number of jurisdictions, although the resulting sharp depreciation in sterling has benefited UK investors with an international portfolio.
The push-and-pull factors of lower costs and increased complexity mean asset managers must work harder to innovate and retain retail business.
After a busier than usual summer, Brooks Macdonald has its eyes firmly on the macro picture, while also balancing the right currency calls.
The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.
With the long-term bond bull market still in play, investors continue to enjoy the flex appeal of fixed income’s most popular fund sector. However, it is not always the long-term top performers that fare best during the big sell-offs
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
It has proved another difficult year for absolute return, but as the universe expands it has become harder to sift the failing funds from those delivering diversification.
Passive investing has made a rapid rise over the past couple of years. When it comes to sustainable investing, however, index-based funds are still relative newcomers.
Tcam’s Haig Bathgate talks about taking the baton from parent company Turcan Connell, outsourcing services and automating the investment process
Fresh from its takeover by Harwood Capital, Wellian Investment Solutions has taken on a more international flavour in its portfolios.
Investors are looking east for clients who can handle spicier returns, though they are also being inventive with insurance policies should markets lunge south.
After a volatile first quarter, medium-risk portfolios flatlined at the end of March, leaving asset allocators relieved but a little worse for wear.
The average low-risk portfolio increased by just 0.3% in value during Q1 2016, though this was still a stronger result than the medium and high-risk buckets.
Financial markets faced a challenging first quarter of 2016 as a number of factors combined to cause a widespread sell-off in risk assets.
A poll of European fund selectors conducted last year by Portfolio Adviser's sister site, Expert Investor, showed that active share is an important fund selection metric for more than 80% of them. However, very few fund houses regularly update investors about the active share of their funds. Should they be more open?`
The FCA today launched a consultation on its ‘future...
The death of the 30-year bond bull market that has...
Massive, opportunistic M&A activity doesn’t tend to...
Fund Selector Asia compares the BlackRock GF Asian...
Robin Stoakley is stepping down as head of UK intermediary...