PEOPLE MOVES: UBS, Axa IM, Lombard Odier
Banking giant makes wealth management reshuffle, as investment firm names head of multi-asset
Liontrust
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Fund manager shakes up multi-asset strategy
As it moves range towards a 70/30 split in favour of active over passive
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Asset managers walk fine line between opportunity and poor taste
As conflict intensifies between Russia and Ukraine
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Investors warned about high volatility amid Russia-Ukraine war
Crisis highlights need for broad diversification as a way to improve resilience to shocks
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PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
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Performance rollercoaster a good sign for active investors?
‘Default timeframes are clearly too short to evaluate managers with any degree of confidence, and differentiate luck from skill’
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When style goes out of fashion
Labels such as value, growth and quality lack nuance
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Equity investors eye up Europe
Long-standing aversion driven by ‘myth’ that they act as a detractor to multi-asset portfolios
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Liontrust multi-asset team adds convertibles for first time
They can be used as a ‘hybrid, offering equity and bonds characteristics’
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Is it finally the era of Japanese equities?
‘Corporate debt is fairly low and companies, on the whole, are managed sensibly and conservatively’
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PEOPLE MOVES: Axa, Tilney Smith & Williamson, Oak Group
Insurance giant makes c-suite changes, while UK wealth manager names COO
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UK equities ready to shift out of neutral
If covid-19 cases keep falling, and buoyed by attractive valuations, the UK will look more investable