BlackRock teams up with digital wealth firm to create model portfolios
They will be aimed at multi-asset investors across Asia
They will be aimed at multi-asset investors across Asia
For the first time in 50 years, the diversification strategy did not deliver
‘Outlook is complicated due to confluence of macro challenges’
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’
Expect volatility throughout the summer and beyond, Liontrust says
‘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’
Current environment is ‘tricky to navigate’ but will allow some companies to grow their earnings
To help advisers avoid building ‘Frankenstein’s monster portfolios’
Renewable energy, asset financing and music streaming are playing an important role in fund strategies
Combined operation will have A$84.7bn in AuM