Professional Adviser www.professionaladviser.com Market Movers: Israel-Hamas drives investors to safe haven assets <img alt="Market Movers: Israel-Hamas drives investors to safe haven assets" src="https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog Tue, 10 Oct 2023 06:31:21 +0000 Partner Insight: Vanguard — higher inflation not the end of the 60/40 portfolio <img alt="Partner Insight: Vanguard — higher inflation not the end of the 60/40 portfolio" src="https://www.professionaladviser.com/api/v1/wps/f9f30a9/29006a60-affe-471b-a995-f483e44197b8/8/Inflation-not-the-end-of-the-60-40-portfolio-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f9f30a9/29006a60-affe-471b-a995-f483e44197b8/8/Inflation-not-the-end-of-the-60-40-portfolio-185x114.jpg https://www.professionaladviser.com/advertisement/4120031/vanguard-europe-pa-partner-insight-vanguard-inflation-end-portfolio https://www.professionaladviser.com/advertisement/4120031/vanguard-europe-pa-partner-insight-vanguard-inflation-end-portfolio https://www.professionaladviser.com/advertisement/4120031/vanguard-europe-pa-partner-insight-vanguard-inflation-end-portfolio Fri, 4 Aug 2023 04:22:36 +0000 Partner Insight: Vanguard — why asset allocation is crucial for client success <img alt="Partner Insight: Vanguard — why asset allocation is crucial for client success" src="https://www.professionaladviser.com/api/v1/wps/b2cde0f/60adfa96-a669-498d-99c2-c8dd2b9e0aab/18/1452-2560-1920px-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b2cde0f/60adfa96-a669-498d-99c2-c8dd2b9e0aab/18/1452-2560-1920px-185x114.jpg https://www.professionaladviser.com/sponsored/4118423/vanguard-europe-pa-industry-voice-vanguard-asset-allocation-crucial-client-success https://www.professionaladviser.com/sponsored/4118423/vanguard-europe-pa-industry-voice-vanguard-asset-allocation-crucial-client-success https://www.professionaladviser.com/sponsored/4118423/vanguard-europe-pa-industry-voice-vanguard-asset-allocation-crucial-client-success Mon, 10 Jul 2023 14:21:08 +0000 Ukraine crisis panel: Investment experts respond to key questions <img alt="Ukraine crisis panel: Investment experts respond to key questions" src="https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg" /> <p><!--summary start--> As we say at the start of this broadcast, a humanitarian crisis is unfolding in Ukraine and our thoughts are very much with the people there at this very frightening time. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions Thu, 10 Mar 2022 15:10:27 +0000 Buxton joins Woodford in panning 'ludicrous' renewables U-turn <p><!--summary start--> Old Mutual Global Investors fund manager Richard Buxton has backed Neil Woodford's criticisms of a government decision to cut the tax exemption for renewable energy companies, warning it could render the utilities sector "uninvestable". <!--summary end--></p> https://www.professionaladviser.com/news/2417839/buxton-joins-woodford-panning-ludicrous-renewables https://www.professionaladviser.com/news/2417839/buxton-joins-woodford-panning-ludicrous-renewables Wed, 15 Jul 2015 12:25:24 +0000 Quick fire quiz: Five questions to ask hopeful DFM partners <p><!--summary start--> In the market for a discretionary fund manager (DFM)? One hopeful for your business offers five questions advisers should ask before they hire... <!--summary end--></p> https://www.professionaladviser.com/opinion/2405882/-questions-advisers-selecting-dfm https://www.professionaladviser.com/opinion/2405882/-questions-advisers-selecting-dfm Wed, 29 Apr 2015 09:49:00 +0000 Advisers asking 'wrong questions' in DFM due diligence <p><!--summary start--> Advisers are not asking the right questions when doing due diligence on discretionary fund managers (DFM), one such firm has said, in response to criticism it is "impossible" to compare their costs and services. <!--summary end--></p> https://www.professionaladviser.com/news/2392537/advisers-wrong-questions-dfm-diligence https://www.professionaladviser.com/news/2392537/advisers-wrong-questions-dfm-diligence Thu, 29 Jan 2015 08:00:00 +0000 Novia's DFM Copia beats IA sectors in strong first year <p><!--summary start--> Discretionary fund manager (DFM) Copia Capital Management - part of the Novia group - has reported its first annual performance figures since it began trading a year ago, which show it has beat The Investment Association (IA) industry sector average across all ten risk models. <!--summary end--></p> https://www.professionaladviser.com/news/2389974/novias-dfm-copia-beats-ia-sectors-strong https://www.professionaladviser.com/news/2389974/novias-dfm-copia-beats-ia-sectors-strong Tue, 13 Jan 2015 12:18:59 +0000 Asset Allocators' Soapbox: The cost of 'closet tracking' <p><!--summary start--> A key problem with closet tracker funds is that they unfairly tip the active v passive debate in the latter's favour, writes Simon Evan-Cook... <!--summary end--></p> https://www.professionaladviser.com/opinion/2385456/asset-allocators-soapbox-cost-closet-tracking https://www.professionaladviser.com/opinion/2385456/asset-allocators-soapbox-cost-closet-tracking Mon, 8 Dec 2014 10:47:00 +0000 Asset Allocators' Soapbox: Print, print, print! <p><!--summary start--> With competitive devaluations back on trend in a world where further monetary easing is likely, investors have a tricky decision to make, writes Peter Toogood... <!--summary end--></p> https://www.professionaladviser.com/feature/2383631/asset-allocators-soapbox-print-print-print https://www.professionaladviser.com/feature/2383631/asset-allocators-soapbox-print-print-print Mon, 8 Dec 2014 10:33:33 +0000 Sector report: Absolute Return - The case-by-case sector <p><!--summary start--> Clive Hale examines how to make sense of the diverse Targeted Absolute Return sector and offers a handful of fund picks... <!--summary end--></p> https://www.professionaladviser.com/feature/2383619/sector-report-absolute-return-case-case-sector https://www.professionaladviser.com/feature/2383619/sector-report-absolute-return-case-case-sector Wed, 3 Dec 2014 10:21:21 +0000 The case for flexibility in a rising rate environment <p><!--summary start--> Flexible bond funds' ability to adjust their sensitivity to rate rises may prove attractive to fixed income investors, writes Richard Woolnough <!--summary end--></p> https://www.professionaladviser.com/feature/2383610/-case-flexibility-rising-rate-environment https://www.professionaladviser.com/feature/2383610/-case-flexibility-rising-rate-environment Mon, 1 Dec 2014 12:40:51 +0000 UK equities: Opportunities for stock pickers <p><!--summary start--> With the UK equity market underperforming the rest of Europe, Raj Tanna looks at the sectors offering value to savvy investors <!--summary end--></p> https://www.professionaladviser.com/feature/2383617/uk-equities-opportunities-stock-pickers https://www.professionaladviser.com/feature/2383617/uk-equities-opportunities-stock-pickers Fri, 28 Nov 2014 13:23:21 +0000 Fund Focus: Axa's Richard Marwood on why ethically screened funds perform 'differently' <p><!--summary start--> Richard Marwood, manager of Axa Ethical Distribution, talks to PA about the impact of ethical screening and his outlook on equities… <!--summary end--></p> https://www.professionaladviser.com/feature/2379700/fund-focus-axas-richard-marwood-ethically-screened-funds-perform https://www.professionaladviser.com/feature/2379700/fund-focus-axas-richard-marwood-ethically-screened-funds-perform Thu, 20 Nov 2014 11:27:57 +0000 Where did the smart money go in October? <p><!--summary start--> The repercussions of last month's equity sell-off are still being felt, reports Cherry Reynard <!--summary end--></p> https://www.professionaladviser.com/feature/2380897/-smart-money-october https://www.professionaladviser.com/feature/2380897/-smart-money-october Wed, 19 Nov 2014 15:33:59 +0000 Asset Allocators' Soapbox: When small is beautiful <p><!--summary start--> Small cap cyclicality is generally accepted, but what are the reasons for it? Nick Peters seeks an answer… <!--summary end--></p> https://www.professionaladviser.com/feature/2379686/asset-allocators-soapbox-beautiful https://www.professionaladviser.com/feature/2379686/asset-allocators-soapbox-beautiful Tue, 18 Nov 2014 13:09:18 +0000 Sector report: Explaining a let-down in UK All Companies <p><!--summary start--> You could count the number of funds in the IMA UK All Companies sector to outperform the FTSE All Share in Q2 on one hand (almost). Charles Younes leads the inquest… <!--summary end--></p> https://www.professionaladviser.com/feature/2379697/sector-report-explaining-uk-companies https://www.professionaladviser.com/feature/2379697/sector-report-explaining-uk-companies Wed, 5 Nov 2014 14:24:00 +0000 Fund Focus: Eugene Philalithis on predicting an interest rate rise in Q1 2015 <p><!--summary start--> Eugene Philalithis, manager of Fidelity Multi Asset Income, tells Maria Merricks why despite a change in consensus, he maintains the belief interest rates will rise sooner, not later... <!--summary end--></p> https://www.professionaladviser.com/feature/2378227/fund-focus-eugene-philalithis-predicting-rate-rise-half https://www.professionaladviser.com/feature/2378227/fund-focus-eugene-philalithis-predicting-rate-rise-half Thu, 30 Oct 2014 16:06:00 +0000 Sector report: UK commercial property - treading a very fine line <p><!--summary start--> Managers must navigate a difficult path between maximising exposure to attractive illiquid property and accommodating liquidity needs. Edward Fane asks whether it is worth the risk <!--summary end--></p> https://www.professionaladviser.com/feature/2378225/sector-report-uk-commercial-property-treading-fine-line https://www.professionaladviser.com/feature/2378225/sector-report-uk-commercial-property-treading-fine-line Thu, 30 Oct 2014 14:49:17 +0000 Asset Allocators' Soapbox: Will Draghi's dominoes fall easily into place? <p><!--summary start--> Caroline Simmons takes a closer look at the difficult task ahead for European Central Bank president Mario Draghi <!--summary end--></p> https://www.professionaladviser.com/feature/2378207/asset-allocators-soapbox-draghis-dominoes-fall-easily https://www.professionaladviser.com/feature/2378207/asset-allocators-soapbox-draghis-dominoes-fall-easily Thu, 30 Oct 2014 14:44:59 +0000 Investment trusts: 'Who are the dinosaurs now?' <p><!--summary start--> James Budden has a message for the investment trust naysayers… <!--summary end--></p> https://www.professionaladviser.com/feature/2378209/investment-trusts-dinosaurs https://www.professionaladviser.com/feature/2378209/investment-trusts-dinosaurs Thu, 30 Oct 2014 14:42:45 +0000 Portfolio planning: Five reasons to be cautious <p><!--summary start--> Iain Stewart explains why he believes investors should be preparing portfolios for heightened volatility... <!--summary end--></p> https://www.professionaladviser.com/feature/2375842/-reasons-cautious https://www.professionaladviser.com/feature/2375842/-reasons-cautious Tue, 28 Oct 2014 13:09:00 +0000 Understanding that silent portfolio killer: Sequence of return risk <p><!--summary start--> The dangers of sequence of return risk might come as a shock to cashflow model evangelists, writes Abraham Okusanya... <!--summary end--></p> https://www.professionaladviser.com/feature/2374787/understanding-silent-portfolio-killer-sequence-return-risk https://www.professionaladviser.com/feature/2374787/understanding-silent-portfolio-killer-sequence-return-risk Thu, 9 Oct 2014 12:54:00 +0000 Fund Focus: Peter Walls on why he is protecting against discount downside <p><!--summary start--> While reasonably confident on the outlook for markets, Peter Walls, manager of Unicorn Mastertrust, tells Maria Merricks why and how he is protecting against discount downside... <!--summary end--></p> https://www.professionaladviser.com/feature/2374506/fund-focus-peter-walls-protecting-discount-downside https://www.professionaladviser.com/feature/2374506/fund-focus-peter-walls-protecting-discount-downside Wed, 8 Oct 2014 17:25:15 +0000 How to use derivatives in portfolios <p><!--summary start--> Adam Rudd delves into the SLI GARS fund's toolbox for some tips on how derivatives can be used for clients... <!--summary end--></p> https://www.professionaladviser.com/feature/2374500/-derivatives-portfolios https://www.professionaladviser.com/feature/2374500/-derivatives-portfolios Wed, 8 Oct 2014 16:10:50 +0000 Fund Focus: Robin Hepworth on why he is prepared to go against the grain <p><!--summary start--> Robin Hepworth, manager of the Ecclesiastical Higher Income fund, tells Maria Merricks where he is finding the holy grail of undervalued income opportunities... <!--summary end--></p> https://www.professionaladviser.com/feature/2373312/fund-focus-robin-hepworth-prepared-grain https://www.professionaladviser.com/feature/2373312/fund-focus-robin-hepworth-prepared-grain Thu, 2 Oct 2014 11:02:24 +0000 Why smart beta might not be such a smart bet... <p><!--summary start--> Neil Cowell attempts to lift the lid on the much talked about active/passive hybrid... <!--summary end--></p> https://www.professionaladviser.com/feature/2373310/-smart-beta-smart-bet https://www.professionaladviser.com/feature/2373310/-smart-beta-smart-bet Thu, 2 Oct 2014 10:53:55 +0000 Sector report: The challenges ahead for strategic bond managers <p><!--summary start--> After a strong start to the year, bond market bleakness appears to have caught up with funds in this sector. Oliver Kettlewell explores what to look out for as the year goes on... <!--summary end--></p> https://www.professionaladviser.com/feature/2373307/sector-report-challenges-ahead-strategic-bond-managers https://www.professionaladviser.com/feature/2373307/sector-report-challenges-ahead-strategic-bond-managers Thu, 2 Oct 2014 10:39:49 +0000 Fund Focus: City Financial's Mark Harris on why he is positioned against the consensus <p><!--summary start--> Mark Harris, manager of the City Financial Multi Asset Balanced fund, tells Maria Merricks about the important role alternatives play within the portfolio... <!--summary end--></p> https://www.professionaladviser.com/feature/2364657/fund-focus-city-financials-mark-harris-positioned-consensus https://www.professionaladviser.com/feature/2364657/fund-focus-city-financials-mark-harris-positioned-consensus Fri, 12 Sep 2014 12:03:00 +0000 PA Portfolio: What is the most you would consider holding in cash? <p><!--summary start--> As a recent survey reveals fund managers are hiking cash weightings, Maria Merricks asks three experts whether it is the right move to be making... <!--summary end--></p> https://www.professionaladviser.com/feature/2361207/pa-portfolio-consider-holding-cash https://www.professionaladviser.com/feature/2361207/pa-portfolio-consider-holding-cash Thu, 21 Aug 2014 08:00:00 +0000 People without a will risk large IHT legacy <p><!--summary start--> People who fail to make a will could leave their loved ones with a hefty inheritance tax bill, website Unbiased has warned. <!--summary end--></p> https://www.professionaladviser.com/news/2218165/people-risk-iht-legacy https://www.professionaladviser.com/news/2218165/people-risk-iht-legacy Sat, 20 Oct 2012 08:00:00 +0000 Where did July's smart money go? <p><!--summary start--> Cherry Reynard reveals the most popular sectors and asset classes last month. <!--summary end--></p> https://www.professionaladviser.com/feature/2198936/-julys-smart-money https://www.professionaladviser.com/feature/2198936/-julys-smart-money Thu, 16 Aug 2012 07:00:00 +0000 The hunt for income: Is LPE a viable alternative? <p><!--summary start--> As investors desperately search for income, Peter Walls, manager of the Unicorn Mastertrust fund, reveals how listed private equity can help. <!--summary end--></p> https://www.professionaladviser.com/feature/2193794/-hunt-income-lpe-viable-alternative https://www.professionaladviser.com/feature/2193794/-hunt-income-lpe-viable-alternative Thu, 26 Jul 2012 08:00:00 +0000 Where did June's smart money go? <p><!--summary start--> Cherry Reynard reveals last month's winning and losing sectors and asset classes. <!--summary end--></p> https://www.professionaladviser.com/feature/2190550/-june-smart-money https://www.professionaladviser.com/feature/2190550/-june-smart-money Thu, 12 Jul 2012 08:00:00 +0000 What's Hot: Where did the smart money go in May? <p><!--summary start--> Europe may still be a no-go area for investors but which sectors saw inflows? Cherry Reynard finds out. <!--summary end--></p> https://www.professionaladviser.com/feature/2184527/whats-hot-smart-money https://www.professionaladviser.com/feature/2184527/whats-hot-smart-money Thu, 14 Jun 2012 16:50:47 +0000 NGAM: Advisers take new approach to risk management <p><!--summary start--> A traditional portfolio construction is no longer adequate to protect against risk, a poll of advisers has found. <!--summary end--></p> https://www.professionaladviser.com/news/2182697/ngam-advisers-approach-risk-management https://www.professionaladviser.com/news/2182697/ngam-advisers-approach-risk-management Mon, 11 Jun 2012 01:00:00 +0000 BlackRock's Lyttleton takes break from industry <p><!--summary start--> BlackRock's absolute return manager Mark Lyttleton is taking an extended break from the industry for family reasons. <!--summary end--></p> https://www.professionaladviser.com/news/2179953/blackrocks-lyttleton-takes-break-industry https://www.professionaladviser.com/news/2179953/blackrocks-lyttleton-takes-break-industry Fri, 25 May 2012 14:30:00 +0000 Are tailored investment solutions necessary anymore? <p><!--summary start--> Mark Rockliffe, head of intermediary sales at Heartwood, reveals why bespoke portfolios are not always the best solution for your clients. <!--summary end--></p> https://www.professionaladviser.com/feature/2179168/tailored-investment-solutions-anymore https://www.professionaladviser.com/feature/2179168/tailored-investment-solutions-anymore Thu, 24 May 2012 08:00:00 +0000 Sector report: UK All Companies - 'it's as much about what you don't own as what you do' <p><!--summary start--> The past 12 months have been a mixed bag for the UK All Companies sector. Charlotte Richards talks to three managers who have managed to ride out the volatility. <!--summary end--></p> https://www.professionaladviser.com/feature/2179213/sector-report-uk-companies https://www.professionaladviser.com/feature/2179213/sector-report-uk-companies Thu, 24 May 2012 08:00:00 +0000