Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
Multi Asset
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Turning point: Have growth stocks finally had their day?
However, growth versus value argument is not as clear cut as it once was
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Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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David Jane: Turning volatility from retirees’ enemy to friend
The multi-asset manager on why last Autumn was an opportunity
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Premier Miton’s David Jane: Should clients ‘income cost average’?
The multi-asset manager lays out a different way to think about investing
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Premier Miton’s Birrell discusses risks of ‘benign’ market
Neil Birrell talks market complacency and bond exposure
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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