HNWs bid goodbye to 60/40 portfolios in alternatives push
Equities and bonds no longer seen as safe havens when recession fears increase
Equities and bonds no longer seen as safe havens when recession fears increase
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’
Firm aims to increase HNWs access to private market investment opportunities
Renewable energy, asset financing and music streaming are playing an important role in fund strategies
Firms reminded about licensing rules when marketing the asset as part of a collective investment scheme
As it partners with fine wine fund provider
With passive strategies commoditising the market, traditional asset managers are joining the party
As it upgrades gold exposure from positive to preference status
It will be available to UHNW investors in the country
60/40 strategy ‘under pressure because of the forces that are at play against fixed income’
‘Exposure to more economically-sensitive commodities makes sense’
It will invest in property, commodities and absolute return to better diversify client portfolios