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WEB2 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 …
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.
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 […]
Revealed: Shortlists for the 2023 PA Wealth Partnership Awards
WEBOct 30, 2023 · AJ Bell, Bordier UK, EQ Investors and FE Investments are among the companies vying to win the Fund Selection Team of the Year accolade in Portfolio Adviser ’s 2023 Wealth Partnership Awards. The shortlist for one of our centrepiece awards is completed by the teams from IBOSS Asset Management, Saltus and last year’s winner Quilter Cheviot.
Digital Editions - PA Adviser
WEBSep 21, 2017 · Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
Six in seven advisers have clients going leveraged long on stocks …
WEB3 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 …
PA Plus - Portfolio Adviser
WEBGravis MD Bill MacLeod: Beneath the trust industry’s campaign for fairer cost disclosure. A group of asset managers, MPs and Baronesses have been lobbying the UK government and the FCA to exclude investment trusts from a directive which forces them to double-count their costs. Bill MacLeod, managing director at Gravis, explains.
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WEB3 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.
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 ...
Private markets: Wealth managers face high barriers to entry
WEB21 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 ...