Tilney unveils ‘adventurous’ multi-asset sustainable fund
It will have a higher weighting to equities for investors seeking long-term growth
Multi Asset
-
-
Stonehage Fleming unveils multi-asset portfolio
It will look at six long-term megatrends
-
Who’s next to step up after multi-asset changing of the guard?
Meet the rising stars and peer group ready to fill the gap left by two industry veterans
-
Advisers swerve complex investments
Many products launched in the wake of the financial crisis have struggled to compete
-
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’
-
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’