Evelyn Partners hires HSBC AM’s Morrissey as asset allocation head
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams
Will head up Evelyn Partners’ macroeconomic and quantitative strategy teams
Quality and low volatility characteristics expected to outperform
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
Smera Ashraf, head of global wealth – UK at Aviva Investors weighs in on the balancing act
Just over half (52%) said they switch investments because of performance
A week in the life of Chris Robinson, MPS investment director at Premier Miton, week commencing 14 October
Two thirds (67%) using UK direct property funds and 30% allocating to listed funds
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
The Bank of England and Federal Reserve are diverging
Bitcoin was compared to a fictional low-volatility asset called ‘boringcoin’
Tactical asset allocation update notes a fundamental shift
60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets