Investors urged to rethink 60/40 portfolio strategy
Apollo AM believes there is ‘always a place for absolute return alongside the traditional asset classes’
Apollo AM believes there is ‘always a place for absolute return alongside the traditional asset classes’
Avoiding the traps in the asset class was the ‘biggest bullet to dodge in 2022’
It will be available to investors in Europe and Asia
As confidence grows in projections for inflation, monetary policy and economic growth
Rising rates are ‘ushering in a new era’ for the debt market with ‘more attractive’ returns
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’
But they have looking at strategies to combat environment of tightening interest rates
‘Onus’ now on advisers to deliver ‘more consistent support’ to clients focused on risk tolerance and asset allocation
They ‘have already experienced a major bear market, a significant valuation derating and wholesale investor capitulation’
Renewable energy, asset financing and music streaming are playing an important role in fund strategies
International real estate and domestic equities also in demand
As 95% report an increase in client demand over the last 12 months