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WEB3 days ago · Meet the asset allocators: Peter Dalgliesh, Parmenion IM. Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser. 30 May 2024.
Private markets: Wealth managers face high barriers to entry
WEB7 hours ago · Because private assets cannot easily be recreated on an index, they also provide a unique opportunity for active fund managers, who in the public market are fighting a battle against passive products. Read the rest of this article in the September issue of Portfolio Adviser magazine. With wealth managers claiming they have lost clients due to a ...
Funds - Portfolio Adviser
WEBNov 1, 2023 · Artemis SmartGARP®Global Emerging Markets Equity Fund. In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region. 08 May 2024.
Homepage | PA Adviser
WEB2 days ago · Nine in 10 advisers say capital gains tax becoming greater concern. HMRC data shows a 36% increase in people liable for CGT since 2019/20. 5th September 2024. Investment.
Magazines Archive - Portfolio Adviser
WEBJul 17, 2024 · January 2024. For the past few years, UK equities have remained in the doldrums, with the MSCI United Kingdom index achieving just over half of the total return of its All-Country World counterpart during the past five years, according to data from FE Fundinfo. The problem intensifies further down the …
Portfolio Adviser
WEBPortfolio Adviser. Abrdn has announced a series of internal appointments with global head of fixed income Craig MacDonald (pictured) set to exit the firm after 22 years. He will stay on as a senior adviser into next year, before leaving to pursue a postgraduate in philosophy. The firm has named current head of US fixed income Jonathan Mandillo ...
Investments - Portfolio Adviser
WEBAug 7, 2024 · A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years. 15 August 2024.
September 2022 | Portfolio Adviser
WEBWelcome to the new-look Portfolio Adviser magazine, which has been redesigned to incorporate a wider array of voices. As beautifully illustrated on our front cover, global is the name of the game in this edition. Our cover story dives into global equities, while Square Mile takes a look at global equity income. In addition to […]
UK model portfolio sales outstrip overall fund sales
WEBMar 19, 2024 · Sales of UK model portfolios comprised 53% of all investment sales in the second half of 2023, according to a new report from ISS Market Intelligence (ISS MI). In its third annual UK Model Portfolio Sales Report, ISS MI highlighted a “significant” rise in model portfolio investment fund sales in the second half of the year, registering 11% ...
Arc: Average private client portfolio returns 5.6% per year over two ...
WEBFeb 7, 2024 · The average discretionary private client portfolio has achieved a nominal annualised return of 5.6% over the past two decades, according to Asset Risk Consultants’ (Arc) private client indices, which celebrate their 20 th anniversary this month.. Economic disrupters such as Covid-19 and the global financial crisis have caused the largest drawdowns for calendar years, with 2008 hitting a ...
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