Written by Peter van der Welle, Strategist Sustainable Multi Asset Solutions. Investors looking for a ‘Goldilocks’ soft landing for the global economy may be disappointed, says strategist Peter van der Welle. He forecasts a potentially scarier ending for the market...
Written by Niall O’Sullivan, CIO of multi-asset strategies EMEA at Neuberger Berman You’ve pinned down your economic and market outlook, but what does it imply for your investment strategy—and how much of that is realistic? One can think about the portfolio...
As markets shift focus to recession from inflation and interest rates, the positive correlation between equities and bonds will reverse, offering investors a wider range of investment opportunities, according to Colin Dryburgh, multi-asset investment manager at Aegon...
Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability, M&G Investments provides her outlook for 2023 and perspectives on where investors might find the ‘unknown unknowns’: "The world has changed and so have we. After three years characterised by a global...
By Georgina Taylor, Head of Multi-Asset, and Sebastian MacKay, Multi-Asset fund manager, Invesco Central to the poor performance of both...
Inflation could spike as China enters the Year of the Rabbit and the economy reopens, according to Gareth Gettinby, multi-asset investment...
CAMRADATA’s latest whitepaper, Sustainable Multi Asset explores where investors have found returns for their multi-asset portfolios,...
Written by Julian Howard, Lead Director, Multi Asset Solutions, GAM Investments Global equities, as measured by the MSCI AC World Index,...
Anthony Willis, Investment Manager in the Multi-Manager team at Columbia Threadneedle Investments provides the team’s 2023 outlook and the...
Adapting your asset allocation strategy within multi-asset portfolios for all weather risk mitigation has never been more important....
Written by James Penny, chief investment officer at TAM Asset Management It’s no secret that many portfolio managers kicked back their...
Inflation is going to surprise investors with quicker-than-expected falls next year, causing investors to rethink their asset allocation,...
Active multi-asset specialist, EFG Asset Management, has today released their thoughts on the key themes that will play out in markets in...
Paul Flood is Head of Mixed Assets at Newton Investment Management. Here he reflects on the challenging markets of 2022 and looks ahead to...
John Husselbee(pictured), of the Liontrust Multi-Asset Team, reflects on 2022 and looks ahead as he shares his views on what markets might...
When carrying out investment due diligence for your clients’ investments, the decision between whether to select an active or passive...
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