CONTENTS September 2018 PAGE 48 PA INVESTMENT PANEL Portfolio construction Tim Cockerill Investment director, Rowan Dartington Alan Higgins CIO, UK, Coutts Dan Kemp Chief investment officer, EMEA, Morningstar Investment Management Laith Khalaf Senior analyst, Hargreaves Lansdown Juliet Schooling Latter Research director, Chelsea Financial Services Patrick Connolly Certified financial planner, Chase de Vere William Forsyth Principal and head of investment, Charlotte Square Ben Gutteridge Head of fund research Brewin Dolphin Victoria Hasler Head of research, Square Mile Investment Consulting & Research 03 48 50 54 Lee Robertson Founding director, Octo Andrew Summers Head of fund research, Investec Wealth & Investment PORTFOLIO BUILDER PAGE 48 Fund trends: The bull run chalked up 3,453 days on 22 August, making it the longest in history, but many believe the cycle is in its last turn Fund selector: The to and fro of continental politics can be daunting but the IA Europe ex UK sector still offers great potential for active managers Double take: Franklin Templeton and Standard Life Investments set out their stalls for UK smaller companies Andrew Herberts UK head of private client investment management, Thomas Miller Investment Specialist areas Nick Greenwood , fund manager, Miton Group Investment trusts Peter Sleep Senior portfolio manager, 7IM ETFs Neil Williams Senior economic adviser, Hermes Investment Management Economics Trade associations Annabel Brodie-Smith Communications director, Association of Investment Companies Chris Cummings Chief executive, The Investment Association Liz Field Chief executive, The Personal Investment Management & Financial Advice Association 04 56 60 61 STATISTICS PAGE 56 PA Quality Funds Absolute return funds Investment trusts Alan Dick Chairman, CISI Financial Planning Professional Forum ‘ YOU CAN POSITION FOR A PARTICULAR SCENARIO BUT I’D RATHER FOCUS ON GOOD BUSINESSES. IT’S LESS STRESSFUL AND SAVES HAVING TO READ A WHOLE LOT OF ECONOMIC COMMENTARY’ Rosemary Banyard, fund manager, Sandford Deland Asset Management PAGE 30 www.portfolio-adviser.com September 2018 Portfolio Adviser 5
Portfolio Adviser Portfolio Adviser September 2018: Page 5
