A valentine's day blog from David Coombs, Head of Multi-Asset Investments at Rathbones A week or so ago, my wife and I circumnavigated the entire M25 for the first time. I had never seen the Dartford Crossing before; I was in awe. I was living a sort of low-rent...
Multi Asset Funds
Invesco’s 2023 Multi Asset team Outlook: Don’t Keep Calm and Carry On
 By Georgina Taylor, Head of Multi-Asset, and Sebastian MacKay, Multi-Asset fund manager, Invesco Central to the poor performance of both equities and bonds in 2022 was the scale and the persistence of the inflation shock and the resulting abrupt switch in monetary...
Aegon AM’s Gettinby says Chinese New Year could bring an inflation spike
Inflation could spike as China enters the Year of the Rabbit and the economy reopens, according to Gareth Gettinby, multi-asset investment manager at Aegon Asset Management. With the easing of Covid restrictions China could see an economic rebound from the doldrums of...
New CAMRADATA whitepaper explores opportunities & risks in sustainable multi asset investment strategies
CAMRADATA’s latest whitepaper, Sustainable Multi Asset explores where investors have found returns for their multi-asset portfolios, whilst balancing sustainability and the move away from oil and gas companies. The whitepaper highlights insights from firms including...
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TAM CIO Multi Asset Outlook: It’s always darkest before the dawn
Written by James Penny, chief investment officer at TAM Asset Management It’s no secret that many portfolio managers kicked back their...
The asset classes that will prosper when inflation falls – Aegon AM
Inflation is going to surprise investors with quicker-than-expected falls next year, causing investors to rethink their asset allocation,...
2023: Markets’ Long-Awaited Return to ‘Reality’
Active multi-asset specialist, EFG Asset Management, has today released their thoughts on the key themes that will play out in markets in...
Will 2023 see a return to some form of normality? Newton IM’s Flood shares his thinking
Paul Flood is Head of Mixed Assets at Newton Investment Management. Here he reflects on the challenging markets of 2022 and looks ahead to...
‘Bad news must cease if global financial markets are to progress’ says Liontrust’s Husselbee
John Husselbee(pictured), of the Liontrust Multi-Asset Team, reflects on 2022 and looks ahead as he shares his views on what markets might...
A discussion, not a debate: lifting the lid on active and passive investing
When carrying out investment due diligence for your clients’ investments, the decision between whether to select an active or passive...
Investors can look to bonds in 2023 but a risk-based strategy is required, says Evelyn Partners’ Head of Multi-Asset
By Ben Seager-Scott, Head of Multi-Asset Funds at leading wealth manager Evelyn Partners For several decades government bonds played a...
Can multi-asset funds find value in fixed income? Analysis from Ninety One’s John Stopford
2022 has been a torrid time for bond exposure in multi-asset portfolios. But does this mean there are now opportunities for those who know...
Equity views from Ninety One’s Jason Borbora-Sheen
Written by Jason Borbora-Sheen, co-Portfolio Manager, Ninety One Diversified Income Fund Tight monetary and liquidity policy remains the...
Investors should re-examine their portfolio allocation playbooks in 2023
Macroeconomic conditions are shifting, interest rates and inflation are rising, and geopolitical unrest is making the world less stable....
Two of the Biggest Factors Driving Returns so far in 2022
By Chris Rush, Investment Manager at IBOSS, part of the Kingswood Group So far, two areas, in particular, have influenced both relative...
Real Assets – Long-term economic themes and megatrends
Written by Mike Pinggera, co-manager of Sanlam's Multi-Strategy and Real Assets funds Globally, life expectancy has increased...
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