The asset allocator diary: David Coombs
A week in the life of David Coombs, head of multi asset at Rathbones, week commencing 12 February
Multi Asset
-
-
LSEG: Bond funds pull in €29.7bn in January
BlackRock, HSBC, JP Morgan among the best-selling European fund providers
-
Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing
Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs
-
SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services
-
Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
-
Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
-
Morningstar: Are basic allocation strategies still relevant?
New research report titled ‘Multi-Asset Investing: A Difficult Sport’
-
Facing the inflation dilemma head on
Wellington’s John Mullins looks at the multi-asset implications for inflation in 2024
-
It’s time for multi-asset managers to ditch bond proxies
Bond income bounce is allowing multi-asset managers to shift their portfolios
-
Square Mile ousts trio of BNY Mellon funds from ratings academy
Square Mile adds four funds and ranges to its Academy of Funds
-
Hargreaves Lansdown flags two funds as poor value in AoV report
Multi-Manager Asia & Emerging Markets and Strategic Bond funds red-flagged over poor performance
-
Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels