What is the future of the 60-40 portfolio?
For the first time in 50 years, the diversification strategy did not deliver
Multi Asset
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Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’
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HNWs bid goodbye to 60/40 portfolios in alternatives push
Equities and bonds no longer seen as safe havens when recession fears increase
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Investors urged to seek strategies with uncorrelated characteristics
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’
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Stagflation fears hit highest levels since 2008
Expect volatility throughout the summer and beyond, Liontrust says
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Mutual funds and ETFs set to surge in Mena wealth market
‘Onus’ now on advisers to deliver ‘more consistent support’ to clients focused on risk tolerance and asset allocation
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Janus Henderson ups exposure to Chinese equities
They ‘have already experienced a major bear market, a significant valuation derating and wholesale investor capitulation’
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‘Uncomfortable’ bear market has opportunities for active mangers
Current environment is ‘tricky to navigate’ but will allow some companies to grow their earnings
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Free multi-asset tool on offer for all intermediaries
To help advisers avoid building ‘Frankenstein’s monster portfolios’
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Alternatives attractive to multi-asset managers
Renewable energy, asset financing and music streaming are playing an important role in fund strategies
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AMP merges multi-asset arm with wealth business
Combined operation will have A$84.7bn in AuM
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Fund manager shakes up multi-asset strategy
As it moves range towards a 70/30 split in favour of active over passive