Janus Henderson walks back longstanding bond duration underweight
As it predicts policy rates will peak in early 2023
As it predicts policy rates will peak in early 2023
Founder has stepped down after setting it up over 13 years ago
It is the company’s first managed portfolio service
It will offer active and sustainable models across risk profiles
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’