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
Challenges mount for multi-asset managers

Challenges mount for multi-asset managers

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.

Published : 18, Aug 2016
Strategic bond funds: How the mighty fall

Strategic bond funds: How the mighty fall

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

Published : 16, Aug 2016
Currencies: Swings and roundabouts

Currencies: Swings and roundabouts

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

Published : 5, Aug 2016
How to sift absolute return wheat from the chaff

How to sift absolute return wheat from the chaff...

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.

Published : 22, Jul 2016
PA ANALYSIS: Is it time to consider sustainable ETFs?

PA ANALYSIS: Is it time to consider sustainable...

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.

Published : 21, Jul 2016
Beyond the big bang: Tcam’s Haig Bathgate

Beyond the big bang: Tcam’s Haig Bathgate

Tcam’s Haig Bathgate talks about taking the baton from parent company Turcan Connell, outsourcing services and automating the investment process

Published : 20, Jun 2016
Asset Allocators: Harwood's Philbin and Mayo

Asset Allocators: Harwood's Philbin and Mayo

Fresh from its takeover by Harwood Capital, Wellian Investment Solutions has taken on a more international flavour in its portfolios.

Published : 17, Jun 2016
Trustee MPI high-risk portfolios: Emerging markets are finding favour

Trustee MPI high-risk portfolios: Emerging markets...

Investors are looking east for clients who can handle spicier returns, though they are also being inventive with insurance policies should markets lunge south.

Published : 8, Jun 2016
Trustee MPI medium-risk portfolios: Investors go on the defensive

Trustee MPI medium-risk portfolios: Investors...

After a volatile first quarter, medium-risk portfolios flatlined at the end of March, leaving asset allocators relieved but a little worse for wear.

Published : 8, Jun 2016
Trustee MPI low-risk portfolios: Searching for safety

Trustee MPI low-risk portfolios: Searching for...

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.

Published : 8, Jun 2016

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