Portfolio Adviser magazine

  • May 2023

    May 2023

    When Portfolio Adviser surveyed its readers a few years back on the types of private assets that most piqued their interest, the response, with a few exceptions, could be characterised as one giant shrug. Given what has happened in the intervening period – not least the dent in the reputation of that hitherto handy little…

  • April 2023 – Refinitiv Lipper Fund Awards Guide

    April 2023 – Refinitiv Lipper Fund Awards Guide

    Revealed: All the winners of the 2023 UK Refinitiv Lipper Fund Awards The winners of this year’s Refinitiv Lipper Awards for the UK did not earn their success by forecasting Russia’s invasion of Ukraine and filling up on energy and resources companies. Nor did they, by and large, predict the magnitude of interest rate rises.…

  • April 2023

    April 2023

    An interconnected globe is something modern investors have taken for granted and yet, as we explore in this month’s cover story, the world has of late come to feel a fragile place. The pandemic exposed vulnerabilities in global trade, relationships between nations have decayed and there is a sense that companies are going to have…

  • March 2023

    March 2023

    China is back with a bang after nearly three years of self-imposed isolation. What was initially reported as ‘viral pneumonia’ turned into the biggest global pandemic in a century. As the rest of the world re opened, the absence of the second-largest economy was acutely felt. The pent-up household savings and liberation of the population…

  • February 2023

    February 2023

    Forecasting is a ‘fool’s game’, says one of the commentators in our cover story, as you’re more likely than not to be wrong. But still we persist. The mantra of the investment industry is ‘past performance is not  indicative of future results’. But still, we persist. As we have not yet figured out how to…

  • January 2023

    January 2023

    Recession is the word on every fund manager, analyst and investor’s lips as we creep cautiously into a new year. Though it’s not a question of if one will appear but rather when – if, in fact, we are not already in one. As US stock markets tend to bottom five months before the end…