mixed asset funds
-
Investing in a complex world: Artemis’ Jack Holmes asks can complex alternatives help?
In an age of uncertainty and complexity, can the answer really be to keep things simple? In the following article, Jack Holmes,…
-
The times they are a-changin’: Quilter Cheviot’s Richard Carter shares analysis on how multi-asset fund strategies are adapting
Reflecting on Bob Dylan’s words written more than 60 years ago, nowhere are changin’ times more apparent than in what’s been going…
-
Tariffs, tech and turning points: HSBC AM’s Byun outlines a multi-asset roadmap
As geopolitical volatility, rising tariffs and shifting monetary regimes challenge long-held investment assumptions, Jennie Byun, Head of the UK Multi Asset Investment…
-
Scottish Widows launches new range of managed growth funds
Scottish Widows has unveiled a new range of multi-asset funds – Managed Growth Funds (MGFs) – to help customers support their long-term…
-
Defaqto reveals top 10 recommended Multi-Asset investment solutions to the end of Q2 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
-
Multi-asset fund insights for today’s advisers
Long gone are the days when advisers could scan a simple performance league table and feel confident recommending a ‘one size fits…
-
The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets, says Ryan Paterson, Portfolio Manager, Schroder…
-
The rise of multi-asset investing: Part 1 of Defaqto’s exclusive analysis
In this opening article of our comprehensive Multi-Asset Fund Insights publication, sponsored by Schroders and produced in partnership with Defaqto, Defaqto’s Fraser…
-
Beyond the benchmark: why active multi-asset management wins in uncertain times
Our exclusive interview with Schroders’ Philip Chandler focuses on how and why active management is so important in a changing world. As…
-
Uncertainty and volatility define 2025 so far – Q3 multi-asset strategy outlook
As we enter the second half of 2025, it seems like we have experienced more economic upheaval, uncertainty and market volatility over…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
IFA Talk Podcast – listen to the latest episode
-
Morningstar Wealth’s Stanhope and Mills highlight key issues shaping multi-asset in 2025
From the renewed impact of US tariffs and higher-for-longer interest rates to a revived case for bonds and the evolving role of…
-
2025 Multi-Asset Fund Insights
Welcome to our 2025 edition of Multi-Asset Fund Insights – a refreshed and reimagined publication that we have developed with advisers firmly…
-
Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios with Schroder Investment Solutions’ Ryan Paterson
With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help…
-
Defaqto reveals top 10 recommended Multi-Asset investment solutions in Q1 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
-
Morningstar: Multi-Asset fund launches in the UK and Europe have fallen to a multi-year low – but why?
Morningstar has published its report on Multi-Asset Trends in the UK and Europe, finding that multi-asset funds have struggled against benchmarks, flexible…
-
Defaqto reveals top 10 recommended Multi-Asset investment solutions in 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
-
Multi-Asset: alternative sources of diversification remain crucial says Invesco’s Georgina Taylor
In the following Q&A, Georgina shares her thinking on some of the risks and opportunities facing multi-asset investors and her outlook for…
-
What is the role of Multi-Asset funds?
Multi-Asset funds are investment funds that can invest across the broad investment landscape, offering considerable diversification through investment in a combination of…
-
The opportunities and complexities of Multi-Asset funds
Multi-Asset funds now encompass a variety of asset classes, offering investors exposure to equities, fixed income, cash, and other instruments. While diversification…
-
What key factors matter when evaluating Multi-Asset funds?
Whatever your views on Multi-Asset funds, MPS or more bespoke investment solutions, understanding the investment strategy, philosophy, goals and asset allocation breakdown…
