portfolios

Team celebrate fifth anniversary at the group

Discusses challenges facing the UK market

Portfolios becoming increasingly concentrated

Uses AIM shares for IHT planning

Wealth managers struggling with FCA guidance

Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.

Portfolios address post-RDR problems

James Budden, director at Baillie Gifford, says, managers need to start labelling performance over short periods as just noise, rather than allowing it to feed into portfolio constructions

Miton's David Jane has revealed the extent of the challenge he faced following his takeover of the group's multi-asset funds from previous manager Martin Gray last year.

Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.