Boxing clever: Alpha generation versus downside protection
Smera Ashraf, head of global wealth – UK at Aviva Investors weighs in on the balancing act
Investment Strategy
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Pound cost averaging: The ninth wonder of the world
Eric Burns, lead manager of the SDL Free Spirit fund, makes the case for UK equities
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BlackRock: Banks ‘quietly outperform’ amid market volatility
BlackRock analysis estimates banks will return 33% of market cap to shareholders over next three years
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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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Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
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AQR rolls out multi-strategy alternatives fund
AQR Apex Ucits fund will invest in a range of lowly correlated sub-strategies
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
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Pictet ready to shift equity weighting out of neutral
But liquidity conditions indicate contrasting fortunes for the US and China
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An ‘opportune time’ to realise some equity gains
Long-term outlook is positive but market is looking ‘considerably’ more expensive
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Time for a reconsider unit-linked insurance plans?
Advisers suggest they meet the objectives of high returns, capital guarantee and life protection
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Improved retail investor access to European long-term funds
‘The revised framework has the potential to transform ELTIFs into a product of choice’ says EFAMA
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Investor confidence gap opens opportunities for advisers
Affluent people more focused on the future, but pretty clueless about what to do