The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
Multi Asset
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Bonds are back
Bond yields are looking significantly more attractive than they were in 2020, writes Morningstar Wealth’s Mark Preskett
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Tatton, Timeline and AJ Bell top Defaqto MPS rankings
Data drawn from users of Defaqto Engage
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The asset allocator diary: Yoram Lustig
A week in the life of Yoram Lustig, head of multi-asset solutions EMEA & Latam at T Rowe Price, week commencing 18 March
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Robeco renames multi-asset funds to emphasise sustainability focus
Switching from a ‘fund-to-funds’ model to a ‘line-by-line’ structure
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Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis Oeic Global Cautious fund and the Schroder Global Multi Asset Portfolio
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No bulls in the China shop?
Wellington’s John Mullins looks at the pros and cons of investing in Chinese equities
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Premier Miton’s Rayner: Inflation and interest rate debate masks geopolitical headwinds
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
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Andrew Bell retires from Witan triggering management review
The £1.5bn trust will review its multi-manager strategy as Bell leaves after 14 years as CEO
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Columbia Threadneedle to close two multi-asset funds
CT Diversified Monthly Income fund and CT Multi-Manager Investment Trust fund shut
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Why Iboss is increasing its fixed income exposure
Iboss CIO Chris Metcalfe says the starting price on many bonds look cheaper than for several years