Multi-asset funds: staying sharp in a shifting world

The multi-asset landscape has been upended by geopolitical tension, policy uncertainty, and shifting market dynamics. The old formula of simply balancing equities with bonds is no longer enough.

In our Multi-Asset Fund Insights, leading portfolio managers reveal how they’re adapting, and where they see opportunities ahead:

• Stay agile – “Smart asset allocation is more important than ever.” – Ben Gilbert, MPS Portfolio Manager, Sarasin & Partners
• Think global – “Diversify beyond the US to capture new opportunities.” – Jennie Byun, Head of UK Multi-Asset Investment Specialist Team, HSBC Asset Management
• Spot the upside – “US and European financials benefit from steeper yield curves.” – Tara Fitzpatrick, CFA, Schroders

From resilient US earnings to safe-haven potential in Treasuries, these experts agree: flexibility is no longer just an advantage – it’s essential for navigating uncertainty and capturing growth.

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