Rob Thorpe: Data is important but relationships matter
Distribution Alpha’s Rob Thorpe looks at the growing importance of data in distribution
Multi Asset
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Breaking concentration: Big picture thinking with small-cap equities
Wellington multi-asset investment director John Mullins considers the biggest risk factor for equities investors
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
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Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement
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Morningstar says UK multi-asset portfolios have recovered 2022 losses
Equity-leaning 60-80% equity and 80%-plus equity performed the best
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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Robeco multi-asset team bolsters European equities allocation
US equities valuations ‘eye-wateringly high’
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Avoiding the constraints of both kinds of single-asset investors
Alec Cutler of Orbis explains his multi-asset strategy
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Baillie Gifford, Allianz and GAM funds lose ratings in Square Mile rebalance
One new fund and one investment company also enter the Academy
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Premier Miton’s Rayner: Are defensive funds truly living up to their billing?
Multi-asset manager makes the case that defensive funds do not always make use of the best diversification plays