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’
Multi Asset
-
-
Morningstar IM creates multi-asset range to serve global clients
Advisers ‘increasingly looking to provide investment solutions’ to customers with money outside UK
-
Should investors increase risk levels in multi-asset portfolios?
As expected lower returns for equity and bond markets will have knock-on effect
-
Past performance is passé when it comes to multi asset funds
So what should advisers be looking at when it comes to selection? [Hint: it isn’t cost]
-
When style goes out of fashion
Labels such as value, growth and quality lack nuance
-
Traditional sectors not out for the count yet
Even though thematic ESG strategies are resonating more with investors
-
Liontrust multi-asset team adds convertibles for first time
They can be used as a ‘hybrid, offering equity and bonds characteristics’
-
Flaw in multi-asset funds exposes investors to greater risk
Close correlation between fixed income and equities to lead to ‘meagre returns’
-
Are multi-asset portfolios set for a shake up?
Questions around whether bonds offer the same protection against market shocks
-
Schroders unveils £4bn UK investment solutions arm
It will offer funds and model portfolios ‘to meet growing demand’ from financial advisers
-
Global investment platform eToro to go public
Self-proclaimed creator of ‘social investing’ to list on Nasdaq after $10.4bn merger
-
Schroders unveils Islamic Global Equity Fund
As London-headquartered investment firm launches multi-asset strategy