Neuberger Berman’s currency plays

Currency was a major focal point of Neuberger Berman’s latest asset allocation committee meeting. Portfolio Adviser outlines the currency plays the investment manager is banking on.

Published : 21, Jul 2017

Is 2017 really the year of the active manager?...

Within the fund industry, 2017 has been widely heralded as ‘a year for active managers’. This has been underpinned by a strong belief markets would once again focus on fundamentals, after a number of years when central bank policy and geopolitical concerns were driving asset prices. Portfolio Adviser looks at the performance of active managers across asset classes to see whether they have lived up to the promise.

Published : 18, Jul 2017

Fixed income: the winners and losers in H1

As we move through the halfway point of 2017, many investors have grown wary of the risk asset rally and are returning to the relative safety of fixed income funds. But which have performed the best year-to-date? And which have not fared so well?

Published : 14, Jul 2017

Did US equity managers have reason to be cheerful...

On 4 July 1776, the Continental Congress adopted the Declaration of Independence and broke free from the shackles of the British Empire as a new nation – the United States of America. Some 241 years later, we gauge US equity managers’ opinions on the sector. Are there reasons to celebrate or is it time to be downbeat?

Published : 4, Jul 2017

The 10 best-performing Europe funds of 2017 so...

Europe has been among the most unexpected success stories for investors in the first half of 2017, but which funds have made the most of the opportunity on the continent?

Published : 3, Jul 2017

Five groups most at risk in the FCA asset management...

With the final report from the FCA’s market study of asset management due on Wednesday morning, speculation is rife about what the long-awaited recommendations could say. We look at the five groups who could face the repercussions.

Published : 27, Jun 2017

Brexit: Five charts to show how the vote has hit...

One year on from the shock of the Brexit referendum and the UK's decision to leave the EU, we delve into the data to find out exactly how the result has hit investments.

Published : 23, Jun 2017

Forget FANGs, it’s time to stick your teeth into...

While the FANG stocks have stolen the limelight over the past decade, Portfolio Adviser looks at the new group of tech stocks in town threatening to steal their crown.

Published : 22, Jun 2017

PA Summer Congress: In pictures

This year's Portfolio Adviser Summer Congress was a roaring success, for a behind the scenes look click through our gallery of the official photos.

Published : 21, Jun 2017

Five possible Brexit scenarios for investors to...

Brexit negotiations are officially underway. But what’s the final Brexit going to be – hard, soft, wobbly, red white and blue? Or will the UK economy simply plunge off the cliff edge? Investors weigh in.

Published : 20, Jun 2017

Woodford Income Focus drops out of May’s most...

Neil Woodford's new fund failed to inspire investors in May, but who else made up the ten most popular funds for the month?

Published : 16, Jun 2017

The famous FAANGs proving tech sector still has...

After investors saw a sell off in tech stocks across the pond last week, Portfolio Adviser looks back at the rise of the sector's most famous stocks.

Published : 14, Jun 2017

Weak and wobbly? Lessons for investors from past...

The UK general election 2017 has resulted in a hung parliament, with no single party managing to claim at least half of the House of Commons’ seats.

Published : 9, Jun 2017

Five talking points on ECB policy

The ECB has kept interest rates on hold, but revised its economic forecasts. So, what have investors learned about Mario Draghi’s intentions?

Published : 8, Jun 2017

The asset managers with the biggest pay packets...

New data has revealed the most generous asset managers in terms of salary – so how much exactly does a director, VP, associate or analyst in London actually get paid?

Published : 7, Jun 2017

Election 2017: How do the key Tory and Labour...

With less than a week until the results of the 2017 snap election are revealed, we looked at the Tory and Labour party manifestos to see how their pledges on business, tax and pensions stacked up.

Published : 1, Jun 2017

Which wealth managers have the highest cash levels?...

Five managers give Portfolio Adviser the low-down on their current cash levels and what assets, if anything, they intend to splurge on.

Published : 31, May 2017

Mifid II: What you need to know

The new Mifid II regulation casts a wide net in terms of the investment companies and professionals it impacts. FE unpacks the biggest changes and what they mean for managers and advisers.

Published : 17, May 2017

Three alternative calculations that will make...

In this industry, we are spoon-fed statistics every day of the week – latest numbers on factory orders, investor confidence, retail sales, global growth, inflation, unemployment, PMI – the list goes on.

Published : 16, May 2017

Five signs the US economy is still mid-cycle

With data hinting a soft Q1 for the US economy, commentators have been split over how close it has edged to the end of the cycle. Neuberger Berman’s CIO for fixed income Brad Tank, lists the five signs the expansion is not over, yet.

Published : 12, May 2017

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