News

Portfolio Adviser
portfolio-adviser.com

KBIGI launches two Article 9 global equity strategies

1+ hour, 46+ min ago  (366+ words) KBI Global Investors has launched a core sustainable strategy and a health and wellbeing strategy KBI Global Investors (KBIGI) has launched two Article 9 global equity funds – a core sustainable strategy and a health and wellbeing strategy. The Global Core Sustainable…...

Portfolio Adviser
portfolio-adviser.com

The age of central bank divergence has arrived

1+ week, 23+ hour ago  (766+ words) The world is changing and fixed income investors face greater uncertainty, but also new opportunities to uncover value across global markets By Alex Ralph, co-portfolio manager of the Nedgroup Investments Global Strategic Bond fund For much of the past decade,…...

Portfolio Adviser
portfolio-adviser.com

Morningstar Wealth’s Sanderson: ‘Advisers are maligned and misunderstood’

1+ week, 6+ day ago  (827+ words) Model Portfolio Services allow advisers to outsource portfolio construction so they can focus on client behaviour Model portfolio services (MPS) have become a major feature of the investment landscape, with roughly 42% of firms outsourcing to DFM MPS in 2026, according to…...

Portfolio Adviser
portfolio-adviser.com

Aberdeen raises prospect of a ‘new normal’ in fixed income

4+ week, 22+ hour ago  (335+ words) Short-dated credit increasingly being used as a core building block Greater resilience at the short-dated end of the bond market could be the ‘new normal’ for investors, according to Aberdeen Investments. Research carried out by the asset manager suggests lower…...

Portfolio Adviser
portfolio-adviser.com

Inflation flatline takes Bank of England rate rise off the table

4+ week, 23+ hour ago  (519+ words) Figure of 2.8% undershoots 3% forecast Inflation in the UK economy has unexpectedly flatlined on last month at 2.8%, the Office for National Statistics (ONS) reported. The consensus forecast was for a figure of 3%, with rising fuel costs as a result of the…...

Portfolio Adviser
portfolio-adviser.com

Why Indian equities are still worth the price

4+ week, 1+ day ago  (828+ words) Managers from JPMorgan, Cusana Capital and Jupiter discuss why Indian equities deserve a chance despite the seemingly high asking price Just two years ago, the MSCI India reached a historic cyclically adjusted price-to-earnings (CAPE) ratio of more than 41x, according to…...

Portfolio Adviser
portfolio-adviser.com

Monday Manager with Van Lanschot Kempen's de Graaf: 'There are no bad bonds, only bad prices"

1+ mon, 22+ hour ago  (765+ words) Monday Manager with Joost de Graaf, head of credit and portfolio manager of the Kempen Euro Credit fund, discusses generating consistent alpha through selective, bottom‑up investing and how to be resilient in tougher markets. The Monday Manager series covers…...

Portfolio Adviser
portfolio-adviser.com

US inflation spike wobbles markets and puts Fed rate rise on the table

1+ mon, 4+ day ago  (596+ words) Kevin Warsh’s first Fed meeting as chair takes place next week Inflation in the US spiked to 4.2% in May, raising the prospect of an interest rate hike at this month’s meeting of the Federal Open Market Committee (FOMC). The meeting…...

Google News
portfolio-adviser.com

Emerging market debt: The bull market everyone is ignoring

1+ mon, 1+ week ago  (902+ words) High yields and improving fiscal discipline compare favourably to relative instability and high deficits in developed markets Managers from Pictet, HSBC, Nedgroup and Morningstar have argued the opportunity set in emerging market debt has become increasingly appealing, despite going under…...

Portfolio Adviser
portfolio-adviser.com

Inflation fears rattle markets as war resumes and US jobs data surprises

1+ mon, 1+ week ago  (628+ words) Oil prices climb again as fighting resumes Investors are bracing for a fresh bout of market volatility this week following the resumption of fighting in the Middle East and a blockbuster US jobs report. Oil prices have spiked once again…...