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WEB3 days ago · February 2024. This month marks the start of the Chinese Year of the Dragon, which traditionally symbolises strength, vitality and energy. This seems at odds with the behaviour of the Chinese stockmarket over recent years, with the MSCI China index having fallen by more than 50 percentage points since the …
Private markets: Wealth managers face high barriers to entry
WEB1 day 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 ...
Track to the Future – with BlackRock’s Heather Christie
WEB3 days ago · 18 September 2024. |. Portfolio Adviser. In the latest in our regular series, Portfolio Adviser hears from Heather Christie, head of UK advisor and platform sales at BlackRock (pictured below) Which particular asset classes and strategies do you anticipate your intermediary clients focusing on in 2025?
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WEB4 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.
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.
Six in seven advisers have clients going leveraged long on stocks …
WEB4 days ago · Six out of seven IFAs and wealth managers have clients that have accessed leverage products for long positions or shorted stocks, a survey has found. Researchers working on behalf of exchange-traded products (ETPs) provider Graniteshares spoke to 100 wealth managers and IFAs. They also found nine …
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.
What can investors do to tackle the 60/40 portfolio issue?
WEBFeb 16, 2023 · Nordea Asset Management has waded into the debate on the merits of 60/40 portfolios, arguing investors need to look to “differentiated approaches” to balancing risk following the turmoil that swept through markets in 2022.
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 …
News - Portfolio Adviser
WEBSep 10, 2024 · Portfolio insights: Video interview with Dale Nicholls. Fidelity International manager Dale Nicholls highlights earnings as a major focus for Chinese equity investors in 2024. 19 December 2023.