Five reasons not to fear government bonds

Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there is still value to be found.

Published : 24, Feb 2017

The top five contrarian plays of the year so far...

From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.

Published : 16, Feb 2017

Is there still opportunity to be found in the...

They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google still offer opportunities this year?

Published : 15, Feb 2017

How advisers are positioning model portfolios,...

Natixis Global Asset Management has issued its latest UK Portfolio Barometer on how advisers positioned model portfolios in the fourth quarter of 2016. Here are five of the key takeaways.

Published : 13, Feb 2017

UBS Wealth's top five investor concerns

With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions most asked by clients at the moment.

Published : 7, Feb 2017

Inside the PA Wealth Manager Awards 2017

The great and good of the wealth management sector came together last Thursday for the annual Portfolio Adviser Wealth Manager Awards at the splendid County Hall - we've gathered all the winners here.

Published : 30, Jan 2017

Five factors to watch for European high yield...

With volatility expected to remain the prevalent theme in 2017, Mike Della Vedova, portfolio manager of the T. Rowe Price European High Yield Bond Fund lists five areas to watch this year when investing in the sector.

Published : 27, Jan 2017

Trump-quakes: reflation trade, jobs growth and...

As Donald J Trump prepares to assume the highest office in the United States, Portfolio Adviser reflects on the impact he has already had on global markets.

Published : 20, Jan 2017

Six milestones on the rocky route to ‘hard’ Brexit...

With the prime minster set to outline more details on Britain’s ‘hard’ Brexit, and a possible departure from the EU single market, it’s time to take a step back and look at the dates that got us to this position in the first place.

Published : 16, Jan 2017

Bulls vs Bears: Which side to take on UK stocks?...

With the FTSE at an all time high but Brexit uncertainties waiting in the wings, four professional investors give their view on the outlook for UK equities.

Published : 13, Jan 2017

Canaccord Genuity's seven stocks to watch in 2017...

Simon McGarry, senior equity analyst, Canaccord Genuity Wealth Management, identifies seven companies which could perform well in 2017, despite volatile equity markets.

Published : 11, Jan 2017

The seven key asset allocation questions this...

Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.

Published : 9, Jan 2017

Six of the best: The funds you should have held...

While Brexit and Trump dominated the headlines, the funds which delivered the best returns in 2016 told a different narrative.

Published : 4, Jan 2017

2016’s best and worst FTSE sectors revealed

New data from Financial Express Analytics reveals a stunning year for miners and oil companies and persistent trouble for telecoms and retailers.

Published : 3, Jan 2017

The top five asset classes to target in 2017

As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.

Published : 22, Dec 2016

Which asset classes lost investors most money...

Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.

Published : 21, Dec 2016

Which asset classes performed best in 2016?

2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.

Published : 19, Dec 2016

The M&A that mattered in 2016

Heightened political uncertainty and volatility made for a compelling M&A story in 2016. With the possibility that sterling has still further to fall, consolidation stands to become an even more prominent theme in the new year. Before that happens, Portfolio Adviser takes a look back at the top five transactions of 2016 that had investors talking.

Published : 16, Dec 2016

Schroders' top ten global cities revealed

The Schroders Global Cities 30 index looks at the most desirable places to live across the globe to help those looking to invest in real estate. The “ideal” global city will have: high projected growth, a growing population, excellent infrastructure, skilled workers with disposable incomes and top universities.

Published : 12, Dec 2016

HEAD-TO-HEAD: Global Reits

While UK investors often prefer to invest in bricks and mortar funds, issues around illiquidity – as exemplified by the gating of funds following this summer’s EU referendum – has led to a resurgence in interest for Reits, particularly those with a global flavour.

Published : 5, Dec 2016

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