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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Janus Henderson launches active fixed income ETF

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

Janus Henderson Investors has launched the Janus Henderson Tabula Euro Short Duration Income UCITS ETF (JHES), available to European investors. The actively-managed strategy aims to provide enhanced yield and capital preservation across various market cycles by investing in a portfolio of primarily short duration, investment grade debt securities.
CCLA: Three quarters of companies meeting bare minimum in anti-slavery standards

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

The 100 largest global companies operating in the UK have slacked in their efforts to address slavery in their supply chains, according to a new global benchmark by investment manager CCLA. Global companies scored on average 30 out of a potential 62 points in the first Global Modern Slavery Benchmark ratings – this compares to UK companies scoring an average of 36 last year.
Treasury yields rise after weak 20-year auction

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

US treasury yields rose on Wednesday after weak demand for a $16bn 20-year treasury auction. The yield on 30-year treasuries touched 5.1% following the auction, which followed Moody’s downgrade of the US’s credit rating, with the rating agency citing concerns over the country’s mounting debt pile. The sale also came ahead of a vote on the Trump administration’s tax and spending bill, which is likely to add trillions to the nation’s $36.2trn debt.
UK inflation rises above expectations to 3.5%

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

UK inflation rose further than expected in April, hitting 3.5% as the effect of higher household bills kicked in. Analysts had forecast a 3.3% CPI print, up from 2.6% in March. The rise was driven by large regulated price increases, including to utility bills, mobile phone charges and vehicle excise duty. Water bills saw their largest monthly increase since the industry was privatised in 1989.
What does Moody’s downgrade mean for bond investors?

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

Credit rating agency Moody’s downgraded US debt from Aaa to Aa1 over the weekend, in response to concerns over rising debt. The move sees US debt’s rating fall below countries such as Australia, Germany and Switzerland who all hold a AAA rating. “The rating change did not come as a major surprise,” said Janus Henderson Portfolio Managers John Lloyd and Greg Wilensky.
Columbia Threadneedle to launch four-portfolio active ETF range

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

Columbia Threadneedle Investments plans to launch a range of four UCITS active equity ETFs across the UK and Europe later this year, subject to regulatory approval. The initial product range will be run by US-based senior portfolio manager Chris Lo and his team, who manage $15bn in assets across 13 US-domiciled funds. The four new active ETFs will provide European clients exposure to global, US, Europe and emerging market equities.
Baillie Gifford to merge multi-asset funds

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

Baillie Gifford is set to merge its £276m Multi Asset Growth fund into the Baillie Gifford Defensive Growth fund. In a letter to shareholders seen by our sister publication Portfolio Adviser, Baillie Gifford said the Multi Asset Growth fund is contracting in size, making efficient management more difficult. The firm also noted the fund has faced a challenging period for performance, returning 14.4% over the past five years. The fund launched in 2015.
Asset managers lose £1bn in Q1 despite 54% reporting net gains

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

Over half (54%) of fund groups in the UK reported positive net sales in the first quarter, yet fell £1bn throughout the period overall, according to the latest Pridham Report. However, EMEA Research Leader at ISS MI Benjamin Reed-Hurwitz said the loss “was negligible compared to the total money deployed in markets”.
High GDP growth exceeds expectations, but experts warn of slowdown

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

The UK economy did better than many had anticipated in the first quarter with gross domestic product (GDP) growing 0.7% throughout the three-month period. This was a welcome rise following no growth in the third quarter of 2024 and a small uptick of 0.1% at the final three months of the year. Many market analysts were expecting much of the same for the beginning of this year as the UK economy felt the impact of Chancellor Rachel Reeve’s Autumn Budget, but this was not the case.
SJP’s Rainbow awarded £2m in shares after Schroders exit

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

St James’s Place’s (SJP) wealth management CEO James Rainbow (pictured) has been handed share options worth £2.1m following his hire from Schroders. Overall, he has been awarded options of 202,907 ordinary shares at a price of £10.16 per share. See also: 7IM makes double senior appointmentRainbow will receive the shares over a period of three years, subject to his continued employment at SJP.