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Attractions of an unrestricted approach - Strategic Bond Funds

Published by : Aberdeen Asset Management

Strategic bonds funds have quickly become an important feature of many portfolios. Not all strategic bond funds are quite as 'strategic' as their title may suggest. Watch the video.

Published: 20 October 2015

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Active vs passive fund management in the search for income and capital growth

Published by : Jupiter

Jupiter explores the active vs passive argument, reiterating that while passive funds may hold a place in some investors’ portfolios, fully active management has the potential to deliver higher returns than index-tracking.

Published: 06 October 2015

Business Area: Portfolio Management

Type: Other

Rating: 1 people found this useful

CPD: Diversified Investing using Real Assets

Published by : BirthStar®

In this white paper, we compare and contrast the various sub-asset classes in the real assets opportunity set based on their risk and return characteristics.

Published: 28 September 2015

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

CPD: Simplifying investment choice

Published by : BirthStar®

In this white paper, we discuss how insights from behavioural finance can be implemented to build an investment proposition that simplifies the process of making investment decisions, regardless of the sophistication of the underlying products.

Published: 03 September 2015

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Achieving positive low risk portfolio performance in unusual times

Published by : Newscape Capital Group Ltd

Richard Bonnor-Moris, Newscape’s Head of Multi-Asset Solutions looks to establish what non risk-free investments can be combined to ensure a reasonable chance of a positive return, but a high chance of avoiding a loss that exceeds the tolerance of a cautious long term investor.

Published: 18 March 2015

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Will investors have to settle for lower returns in 2015?

Published by : Natixis Global Asset Management

For many income investors, today’s environment feels like being stuck between a rock and a hard place. This paper explores the challenges that income investing might face in 2015. Download this paper to find out more.

Published: 02 February 2015

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 2 people found this useful

Keeping a cool head in emerging markets

Published by : Fidelity

Managing an emerging markets portfolio is not for the fainthearted. This brochure features articles from our emerging markets team on their views and the opportunities they are finding.

Published: 04 July 2014

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Rating: 3 people found this useful

Tim Steer: why I have confidence in the UK

Published by : Artemis Investment Management

Tim Steer discusses the reasons for the Artemis UK Growth Fund’s strong performance in 2013 and why he continues to be confident of investing in the UK.

Published: 29 January 2014

Business Area: Fund Performance

Type: Audio/Video (.mp3, mp4, mpg)

What happens to the party when the music stops? Portfolio implications of the end of quantitative easing

Published by : Columbia Threadneedle Investments

This paper looks at Portfolio implications of the end of quantitative easing. Quantitative easing (QE), in short, is the process of a central bank expanding the asset and liability sides of its balance sheet by buying assets with newly created bank reserves, and in so doing forcing liquidity (i.e.

Published: 06 January 2014

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

The Adviser Knowledge Gap

Published by : Protected Product Review

There still remains a considerable knowledge gap for some advisers about structured investments, even amongst those advisers who are regular supporters of the products. So what are these knowledge gaps, and how can advisers fill them? And what is it the important to these gaps as far as clients are

Published: 13 September 2013

Business Area: Structured Products

Type: Portable Document Format (.pdf)