Newton’s Bhavin Shah: What the new macro regime means for multi-asset investors
Newton IM fund manager discusses the outlook for multi asset and his investment philosophy
Multi Asset
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ARC: Positive gold sentiment not reflected in portfolio weightings
Three quarters of wealth managers have under 2.5% gold exposure
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Quilter Investors adds alternatives to passive fund range
Addition of Goldman Sachs Absolute Return fund is a first for the Cirilium Passive Portfolios
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Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”
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BlackRock MyMap growth shines light on rapid rise of multi-asset funds
The range has reached £1.84bn in asset value
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PGIM: Fund selectors claim clients are underinvested in private markets
Study finds fund buyers bullish on fixed income, with less certainty in equity