John Maynard Keynes was a fan, Warren Buffett famously still is, but do investors get real benefits from the concentrated equity portfolios that have grown in popularity in recent years?
Author Archives: Louise Hill
Louise joined Portfolio Adviser in December 2016 as one of the editorial team’s news reporters based in London. Originally from Liverpool, she is an NCTJ-qualified journalist and began her career in 2014 working on local newspapers.
A market downturn sparked by Mifid?
Could Mifid II be responsible pushing markets into a downward spiral? Perhaps not, but a rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street.
Will Europe’s 2017 revival last?
Europe has had a tricky time of it in the decade following the financial crisis and 2017 was tipped to be no different, predicted to be a roller coaster of populist politics and volatile markets.
Bitcoin interest beats gold in Google first
Google searches for ‘buy bitcoin’ overtook searches to ‘buy gold’ for the first time in October according to precious metals trader BullionVault.
Multi-asset fried by damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
Invesco Perpetual’s Butcher on navigating political turmoil in Europe
Since Stephanie Butcher took the helm of Invesco European Equity Income, the politics of the region have been in turmoil. But the trials seem to have abated and she is now reaping the rewards of shrewd value approach.
ANALYSIS: BoE short of options as Brexit bites
Consensus is the Bank of England will finally raise interest rates before the year is out after inflation hit a five-year high of 3% on Tuesday, but what happens next?
State Street slashes ETF fees as competition heats up
State Street has ramped up the competition among the biggest US ETF providers by slashing prices across 15 ultra-low cost trackers.
UK sets up Brexit taskforce for asset management
More than 15 months after the Brexit vote, the UK government has finally decided to set up a taskforce to manage the impact of Brexit on the £8trn (€9trn) UK asset management business.
Mifid II research unbundling consensus grows, again
Deutsche Asset Management and Franklin Templeton are the latest firms to reveal they will take on the cost of research once Mifid II comes into force next year.