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Multi Asset Funds
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Once upon a time… 60/40 multi-asset portfolios provided absolute returns. Fulcrum’s Abdoula on why today’s world is different.
Adapting your asset allocation strategy within multi-asset portfolios for all weather risk mitigation has never been more important. Nabeel Abdoula, Deputy CIO,…
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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 2023…
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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, according to Jacob Vijverberg,…
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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…
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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…
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‘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…
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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 approach is…
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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 crucial role…
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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…
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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 focus in the US,…
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