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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
WEB3 days 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 ...
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WEB5 days ago · Comparatively speaking: Multi-asset vs managed portfolio solutions. In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate. 4th September 2024.
Track to the Future – with BlackRock’s Heather Christie
WEB4 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?
Six in seven advisers have clients going leveraged long on stocks …
WEB5 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 …
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.
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 …
Digital Editions - PA Adviser
WEBSep 21, 2017 · News, views, videos and analysis for each region in the monthly regional editions, plus International Adviser’s accompanying investment specific guides
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.
Morningstar: Active managed portfolios now make up less than …
WEBSep 9, 2024 · Managed portfolio services labelled by their providers as “active” have declined from 61% of Morningstar’s database in 2022 to 48% at the end of July 2024. Currently, under 15% of managed portfolios have no index funds included, as the popularity of passive and blended portfolios rise. While in 2022 half of active holdings kept passive ...