PORTUGAL

Expert Investor Portugal 2017

Expert Investor Portugal 2017

Here you can see a slideshow of photos taken at Expert Investor Portugal, held on 18th May in Lisbon.

Published : 23, May 2017
Ricardo Libano & the active/passive dilemma

Ricardo Libano & the active/passive dilemma

Ricardo Libano, a fund selector at the Portuguese wealth manager IM Gestão de Ativos in Lisbon, has a natural inclination to invest in active funds. But it’s not always easy to do so, and sometimes he is left little choice but to select a passive option.

Published : 5, May 2017
Portugal

PortugalLock icon

What do Portuguese fund buyers think of all the major asset classes?

Published : 1, May 2017
Watch out for inflation in the US as a portfolio disruptor

Watch out for inflation in the US as a portfolio...

Investors in Europe tend to be overwhelmingly focused on the risk of deflation. However, on the other side of the Atlantic inflationary pressure is building, and the Fed is more than happy to accommodate that, fund managers at Expert Investor Lisbon warned.

Published : 22, Apr 2016
Expert Investor Portugal photo gallery

Expert Investor Portugal photo gallery

Here you can see a selection of photos taken at the Expert Investor Portugal forum, held in Lisbon on 19 April 2016.

Published : 20, Apr 2016
Profile interview - José Luís Borges

Profile interview - José Luís Borges

Fearing that the current preoccupation with long/short equities will lead to short trades becoming too crowded, José Luís Borges insists on his long/short funds being market-neutral. However, the Lisbon-based head of institutional portfolios at BPI Gestão de Activos is otherwise happy to be overweight equities.

Published : 21, Mar 2016
Replacing fixed income with equity market-neutral - a dangerous idea

Replacing fixed income with equity market-neutral...

Some investors replace part of their fixed income holdings with market-neutral equity. Though these funds are supposedly uncorrelated to the equity market, it's better to choose a diversified approach, argues Rui Machado, alternative investments director at IM gestao de ativos in Lisbon.

Fund favourites – José Luís Borges

Fund favourites – José Luís Borges

José Luís Borges is head of institutional portfolios at BPI Gestão de Activos in Lisbon. His favourite fund, in which he has been investing on behalf of his mainly pension fund clients for seven years now, is the Jupiter European Growth Fund.

Published : 2, Mar 2016
Portuguese investors replace bonds with absolute return

Portuguese investors replace bonds with absolute...

Portugal’s fund selectors are switching part of their bond allocations to absolute return funds. They now have between 10% and 15% of their portfolios allocated to absolute return, and that share is rising.

Published : 5, Feb 2016
Portuguese fund buyers undisturbed by equities sell-off

Portuguese fund buyers undisturbed by equities...

Fund selectors in Portugal are far from concerned by the world’s equity markets’ rough start to the year. To the contrary, they see the current weakness as an opportunity to further increase their still relatively low exposure to equities.

OTHER STORIES FROM LAST WORD...