‘Value’ to cover all eventualities, argues Paul Warner in his latest article for FT Adviser. The list of factors that could mean that October was the beginning of a buyer’s market is a lot longer. We have US President Donald Trump versus China and the imposition of tariffs and a continuing trade
Beware of the ‘Easy Selling Gift’ warns Head of Portfolio Management Paul Warner. Back in 1994, when we were first asked to run discretionary ethical portfolios, we had just 21 funds from which to choose. That portfolio was called the Green Portfolio. In those days, if you asked a question at a
Paul Warner explains why the oil price should not be seen as a reference point for SRI portfolios. At the end of the last quarter, when analysing one of our third party SRI portfolios, we found that the slight underperformance of the SRI portfolio compared to its benchmark was due to the
Citywire Wealth Manager recently spoke with our Head of Portfolio Management Paul Warner about his career, SRI investing and more in this profile piece. Ethical investing is booming, but there is one man in wealth management, Paul Warner, who genuinely can claim to be a pioneer, having been involved in socially responsible investing
Head of Portfolio Management Paul Warner discusses his most recent purchase with Trustnet Magazine A fund with ‘Income’ as part of its name shouldn’t automatically preclude it from a portfolio whose aim is capital growth. In our SRI portfolios we are always looking for new funds that are acceptable to include in our universe.
Economies need to set the right price This year has marked three anniversaries. The first was the 100 year anniversary of the Russian Revolution. The second was the 30 year anniversary of the 1987 crash. The third was the 10 year anniversary of the financial crisis. Not that many people would be celebrating these anniversaries.