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
Are financials still a contrarian bet?

Are financials still a contrarian bet?

As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?

Published : 21, Nov 2016
Just how green is ESG investing?

Just how green is ESG investing?

Environmental, social and governance investing may be a burgeoning global business but do investors really know how green their investments are?

Published : 4, Nov 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
Putting the boot on the other foot

Putting the boot on the other foot

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

Published : 19, Sep 2016
Trustee MPI Q2 2016: Uncertainty abounds

Trustee MPI Q2 2016: Uncertainty abounds

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.

Published : 14, Sep 2016
Brave new worlds

Brave new worlds

The push-and-pull factors of lower costs and increased complexity mean asset managers must work harder to innovate and retain retail business.

Published : 14, Sep 2016
Close to the hedge

Close to the hedge

After a busier than usual summer, Brooks Macdonald has its eyes firmly on the macro picture, while also balancing the right currency calls.

Published : 13, Sep 2016

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