The PA Adviser Profile: Past, present and future with Yoram Lustig
In the first of a new series Yoram Lustig discusses his early career, the challenges of multi asset investing and his outlook for the adviser space
Multi Asset
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Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture
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Aviva Investors launches Venture & Growth Capital LTAF
Aviva LTAF to operate with a UK bias
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Schroders CIO: DeepSeek AI disruption highlights need for resilient portfolios
US markets took a tumble on Monday as the DeepSeek news filtered through
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Cohen and Steers: FOMO, reversals of fortune and opportunity in real assets
Vince Childers and Jeffrey Palma discuss avoiding the hindsight trap in portfolio allocations
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Lombard Odier Investment Managers launches global macro strategy
DOM Global Macro joined last April from Credit Suisse
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Invesco staying defensive after Fed turns more hawkish
The firm is overweight fixed income versus equities and still favours US assets
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires