Portfolio Adviser

Portfolio Adviser is a top investment brand catering to wealth managers, discretionary portfolio managers, and advisers who focus on investments in the UK and Channel Islands. This publication comes out monthly and is read by investment writers, key decision-makers, wealth managers, investment managers, private bankers, and analysts throughout the UK, Dublin, and the Channel Islands. The audience primarily consists of investment professionals who specialize in fund selection, asset allocation, and building portfolios for private clients.

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Bank of England cuts interest rates to 4.25%

6 days ago | portfolio-adviser.com | Christian Mayes

The Bank of England has cut interest rates by 25 basis points to 4.25%. Voting was divided among the Monetary Policy Committee (MPC) members, with two voting in favour of a 50 basis points (bps) reduction, while two voted to hold rates steady. However, with five members electing to cut 25bps, governor Andrew Bailey (pictured) said the decision came due to easing inflation.
Morningstar to launch ratings for LTAFs

6 days ago | portfolio-adviser.com | Christian Mayes

Morningstar has introduced ratings for semi-liquid funds, including Long-Term Asset Funds (LTAFs) and European Long-Term Investment Funds (ELTIFs). The framework builds on the firm’s existing Medalist Rating framework, adapting it for private market vehicles.
UK investors pull net £1.24bn from bond funds in April amid market storm

1 week ago | portfolio-adviser.com | Christian Mayes

April’s market storm saw UK investors flee bond funds at the fastest rate since the onset of Coronavirus, according to Calastone’s Fund Flow Index. In the worst month of fixed income outflows since April 2020, investors pulled a net £1.24bn from bond funds in the month amid spiking Treasury yields and global market volatility. A net £589m flowed into the ‘safe haven’ of money markets, the asset class’s fifth best month on Calastone’s record.
Morningstar: M&A is not the magic bullet asset managers think it is

1 week ago | portfolio-adviser.com | Tom Aylott

Consolidation has been increasingly utilised by European asset managers to up their scale and bolster growth in recent years, but it may not be the miracle cure firms had hoped for, according to a new report by Morningstar. In many of the cases it examined, the integration challenges often outweighed the benefits.
ii: Money market fund purchases up 77% in April as investors flock to safety

1 week ago | portfolio-adviser.com | Tom Aylott

Money market fund purchases leapt 77% in the first half of April on interactive investor’s (ii) platform as investors fled volatile markets following Trump’s tariff announcements. Royal London Short Term Money Market was the most sought after active fund throughout the month as investors looked to de-risk their portfolios, with Vanguard Sterling Short-Term Money Markets, L&G Cash Trust, and Fidelity Cash also among the top 10.
Warren Buffett to retire from Berkshire Hathaway

1 week ago | portfolio-adviser.com | Tom Aylott

Warren Buffett will retire as chief executive of Berkshire Hathaway at the end of 2025 after 60 years leading the company. The 94-year-old made the announcement at the firm’s annual general meeting (AGM) over the weekend, naming vice-chair Greg Abel as his successor. Neither Abel, or any of the Berkshire Hathaway board, knew that Buffett was going to make the announcement.
US economy contracts 0.3% as companies race to beat tariffs

1 week ago | portfolio-adviser.com | Christian Mayes

The US economy contracted for the first time in three years in the first quarter of 2025, falling an annualised 0.3%. Companies rushing to build up inventory before the 2 April tariffs announcement contributed to the contraction as the trade deficit surged. US GDP grew 2.4% in the previous quarter. “Today’s figures are at once revealing and inscrutable,” Jochen Stanzl, chief market analyst at CMC Markets said.
Future Growth Capital launches global and UK LTAFs

2 weeks ago | portfolio-adviser.com | Christian Mayes

Future Growth Capital has launched two global and UK-focused long term asset funds (LTAFs). The firm is a newly-launched private markets business established by Schroders and Phoenix Group. The FGC Global LTAF will invest in private markets assets in the US, Europe and Asia, while the UK LTAF will aim to invest in a blend of privately-owned assets, including those involved in the UK’s energy transition.
BlackRock: 70% of wealth investors to hold up to a fifth in private assets by 2030

2 weeks ago | portfolio-adviser.com | Tom Aylott

Over 70% of wealth investors intend to allocate between 5-20% of their portfolios to private markets over the next five years, according to a recent survey by BlackRock. This is a sizable leap from the two-thirds of wealth investors who have under 5% of their portfolios in private equity currently.
FTSE 250 recovers from Liberation day sell-off

2 weeks ago | portfolio-adviser.com | Christian Mayes

India, Brazil and Japan are among the only major markets so far to recover from the global market sell-off triggered by Trump’s ‘Liberation day’ tariffs announcements on 2 April. While major markets plummeted in the days following the announcement, India’s S&P BSE 100 has recovered from the shock and is now up 4.2%, ahead of the Brazil Bovespa’s 2.7%. See also: Iboss: Why fund selection matters more than everIn Asia, Japan’s Nikkei 225 has also crept up 0.3%.