The role of government bonds in an income portfolio
By David Thorpe One of the great questions of market history will always be: what would have happened post-financial crisis if central...
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Financial Services Bill - Brought from the Commons on 14th January 2021
Press coverage
Fortuna secures a great deal of press coverage for its clients. Below are some individual articles that have appeared recently.
- Nov 3
Has ESG Gone Off the Rails?
“When regulation starts to become coercive, then there is a problem,” an investment manager writes. By Sharon Bentley-Hamlyn From the...
- Oct 30
How can UK retail investors get into India?
£4bn in assets under management in UK retail funds focused on India and the subcontinent Which famous index of 500 listed companies has...
- Oct 19
Investment Managers Keep Faith in Emerging Markets
“Many EMs are well positioned to have economic growth acceleration in 2024 and beyond,” says one portfolio manager. “We invest in...
- Oct 17
Aubrey Capital’s Emerging Market Investment Philosophy & Process
John Ewart, Fund Manager at Aubrey Capital Management, recently took part in a Q&A on Aubrey’s unique Emerging Markets investment...
- Oct 15
Why are US government bond prices falling?
By David Thorpe Central banks may have anticipated that by the time they came to do QT government budget deficits would be falling and so...
- Oct 9
Opportunity abounds as India gains entry to JP Morgan's bond index
'Significant foreign investor inflows’ It has been a year of meticulous productivity and many successes for India, the world's fifth...
- Oct 5
‘Debt returns are in line with economic reality’ says Alberto Matellán
by Brandon Russell Fixed-income markets have captured the attention of investors and analysts in recent days, as sovereign debt yields...
- Oct 3
Why India Is 40% Of Our Portfolio
Written by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...
- Oct 1
India is putting the brakes on China
John Ewart, fund manager at Aubrey Capital Management, explains why he is heavily overweight India compared to the MSCI EM Index. China,...
- Sep 28
Value Partners Group Multi-Asset Perspective September 2023
As we’re nearing the end of September, Kelly Chung, Investment Director and Head of Multi-Assets at Value Partners Group in Hong Kong has...
- Sep 27
European Pensions comment article - 'Are real estate fears justified?' by Alberto Matellan, MAPFRE
Go to page 33 https://www.europeanpensions.net/digi%20edition/EP_Autumn23_DigitalEdition-.pdf
- Sep 26
Confidence in people: How Mapfre invests in disability-committed companies
Chief economist Alberto Matellán explains the Inclusion Responsable Fund's methodology SEARCH ESG CLARITY Mapfre’s Inclusion Responsable...
- Sep 26
Topgolf: A Growth Stock at a Value Price
Jonathan Boyar is Managing Director at Boyar Asset Management in New York and Principal Advisor to the MAPFRE AM US Forgotten Value Fund....
- Sep 24
Aubrey European Strategy – Q2 Results Indicate Attractive Valuation
Jay Younger, Investment Analyst at Aubrey Capital Management provides an update on holdings within the Aubrey European Conviction Fund,...
- Sep 24
Investing in European football: Buffett vs. Sotheby's
By Luis García, Fund Manager at Mapfre Asset Management Investing in European football: Buffett against Sotheby's - L'Agefi
- Sep 12
Has ESG gone off the rails?
ESG appears to have been hi-jacked by social and environmental ‘activists’, in addition to bureaucracy, laments Sharon Bentley-Hamlyn,...
- Aug 30
China crisis? What China crisis?
Recent developments in the world’s second largest economy present a worrying picture, but, as Andrew Holt discovers, investors should not...
- Jul 17
Investing in China’s Greater Bay Area
Funds Europe speaks with Ronald Chan, founder and CIO of Hong Kong-based Chartwell Capital, who outlines the investment opportunity in...
- Jul 17
Aubrey's Rob Brewis sees India rather than China as top EM draw
Rob Brewis, fund manager of the Aubrey Global Emerging Markets Strategy, has echoed comments in response to the Invesco Global Sovereign...
- Jun 21
China/Asia multi-asset insights: Value Partners’ Kelly Cheung shares her analysis
by Sue Whitbread In this analysis, Value Partners’ investment director and head of Multi-Asset, Kelly Chung, shares her latest insights...
- May 15
Value Partners relocates UK office
Hong Kong-based fund manager Value Partners has relocated its UK operations to a new office in London. The move is to accommodate a...
- May 11
Value Partners opens new office in London
Value Partners, the UK branch of the independent Hong Kong-based asset management firm Value Partners Group, announced that it...
- May 3
Opinion: Why India Is a Promising Destination for Emerging Market Investors
By Rob Brewis, and Aubrey Capital Management May 4, 2023 3:33 pm ET Fans of Kevin Costner may recall the movie Field of Dreams and the...
- Apr 25
Markets Expect BOE’s Rate Path to Diverge From Fed’s – Analysis
By Miriam Mukuru Investors are starting to anticipate that U.K. and U.S. interest-rate decisions could diverge, with high inflation...
- Apr 18
Alts platform launches events-driven ‘mini-blend’ strategy as first product
PM Alpha’s newly launched Global Distressed & Special Situations product will provide access to three underlying strategies run by Apollo...
- Apr 18
PM Alpha launches Global Distressed & Special Situations Product
The strategies seek to capitalise on prevalent global dislocations arising from distress, deleveraging, and financing needs. Private...
- Apr 10
Mapfre and Swiss Life’s French cities fund hits €500m mark with Paris deal
BY IPE STAFF Spanish insurance group Mapfre and Swiss Life’s French cities office investment fund has added a 7,200sqm asset in Paris to...
- Apr 6
What could fuel India’s next boom (and why this A-rated PM is bullish)
With domestic and foreign investment on the rise, Aubrey Capital’s Rob Brewis believes a well-capitalised banking system is now ready to...
- Mar 29
Understanding the world of private assets investing
Explain background to private assets investing Identify new avenues open to retail investors Identify ways to address liquidity issue...
- Mar 8
Why are there more women in ESG?
Sian Barnett Wike 08 March 2023 At ESG events 'women outnumber the men' This International Women's Day, we can see clear progress within...
- Mar 7
Spanish insurer MAPFRE adds SRI approach to all asset managers’ strategies
“The idea is to grow distribution capacity in France and to increase our SRI capabilities,” says MAPFRE’s chief economist for investments...
- Mar 7
Insights On Asia Multi-Asset Investing
Insights from Kelly Chung, Investment Director and Head of Multi-Assets at Value Partners Group, on her latest Asia multi-asset investing...
- Feb 10
Football the next industry to get the ESG treatment?
By Luis Garcia Alvarez, portfolio manager of the MAPFRE AM Behavioural Fund In recent years, one of the most prominent trends in the...
- Feb 10
UK's FTSE 100 ekes out gains on BP boost, midcaps decline
By Sruthi Shankar and Shashwat Chauhan FTSE 100 inches towards recent peak BP hits over three-year high FTSE 100 up 0.4%, FTSE 250 off...
- Jan 25
Advisors Need To Prepare For A 'Short' Recession This Year, Reports Say
JANUARY 25, 2023 • EDWARD HAYES Advisors will need to stay alert and become more active with their client’s investment portfolios as they...
- Jan 6
Growth in Private Markets Attracts Trading Platforms to Serve Them
Systems can facilitate price discovery and liquidity, but could too many of them spread the business too thin? Technology has been...
- Jan 5
MAPFRE Comment On 2023 Investments
Insights from Ismael Garcia Puente, fund selector and manager at MAPFRE Gestión Patrimonial, one of the largest insurance companies in...
- Dec 13, 2022
European Equities: Towards Calmer Waters
Hurtling towards the year end after what had been a bruising time for growth stock investors, it is perhaps fitting to take stock of...
- Dec 9, 2022
Beijing's Easing Of Covid Controls Points To Brighter Market, Business Outlook
As China moves to liberalise its strict "zero-Covid" policy, the author of these comments argues that a "new cycle" has started in terms...
- Nov 26, 2022
Qatar World Cup controversies raise profile of sports-related ESG, says portfolio manager
By James Rogers The controversial Qatar World Cup is raising the profile of sports-related Environmental, Social, and Governance...
- Nov 24, 2022
Indonesia, in the Spotlight
By Camellia Huang, Investment Analyst at Aubrey Capital Management The economy has benefitted from an increase in exports, notably from...
- Nov 9, 2022
US elections: The 'red wave' promised by Trump does not arrive and Biden could keep the Senate
The control of the two Chambers in the United States is still pending and it is possible that this will be the case during the next few...
- Oct 5, 2022
The private equity platform heavyweights targeting wealth managers
iCapital head of international Marco Bizzozero and PM Alpha chief executive Tom Douie make the case for wealth managers to invest in...
- Oct 3, 2022
Aubrey launches defensive fund for Brooks founder Gumpel
Jon Gumpel’s new fund will aim to have reduced volatility, with 30 to 50% of the level of equity markets. Aubrey Capital has launched a...
- Aug 30, 2022
PM Alpha: the new fintech seeks to improve access to investment in private markets
PM Alpha’s founding team brings together considerable expertise from private banking and asset management distribution in designing and...
- Jul 14, 2022
"Our experience of various crises, though painful, can present great opportunities"
Back in Q4 2008, when Lehman went belly up and it seemed that the global financial system had been undermined, one of the last scenes of...
- Jun 27, 2022
EMERGING MARKETS: TEARS IN THE RAIN, TIME TO BUY
Emerging market investors are currently having a tough time significantly, as the international cost of living is rising, including...
- Jun 20, 2022
Value manager insights on the FED raising interest rates
BY REBECCA TOMES WEALTH DFM MGAZINE With soaring inflation and the shadow of a recession hanging over the United States, the Federal...
- Jun 16, 2022
‘We hope he returns smiling’: Aubrey CEO cheers on Love Island fund analyst
Aubrey Capital Management equity analyst Jay Younger has jetted off to Mallorca in the hopes of finding love on the hit reality TV...
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