CONTENTS April 2019 PAGE 54 PA INVESTMENT PANEL Portfolio construction Tim Cockerill Investment director, Rowan Dartington Alan Higgins CIO, UK, Coutts Dan Kemp Chief investment o cer, EMEA, Morningstar Investment Management Laith Khalaf Senior analyst, Hargreaves Lansdown Juliet Schooling Latter Research director, Chelsea Financial Services Andrew Summers Head of fund research, Investec Wealth & Investment Patrick Connolly Certifi ed fi nancial 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 Andrew Herberts UK head of private client investment management, Thomas Miller Investment 03 50 54 58 PORTFOLIO BUILDER PAGE 50 Fund trends: The shine may be rubbing o UK equity income funds after a rocky fourth quarter in 2018 Fund selector: A ‘soft landing’ looks likely for the US economy but the shadow of recession still looms Double take: Allianz and Ballie Gi ord strategic bond funds go head to head 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 60 64 65 Alan Dick Chairman, CISI Financial Planning Professional Forum STATISTICS PAGE 60 PA Quality Funds Absolute return funds Investment trusts ‘ A RULE OF THUMB THAT HAS STOOD ME IN GOOD STEAD DURING MY CAREER IS THE NOTION THAT SOMETIMES IT’S SO BAD IT’S GOOD’ Bill McQuaker , portfolio manager, Fidelity International PAGE 44 www.portfolio-adviser.com April 2019 Portfolio Adviser 5
Portfolio Adviser PA April 2019 : Page 5
