Given portfolios these days are defined by the levels of risk they are prepared to take, the underlying investments for discretionary managers can be left to their expertise so the list of potential investments is an ever-increasing one. Kenny’s asset allocation for even the most moderate of risk-takers today will include infrastructure and asset finance that he argues will provide him with stable returns without too much risk; for those with a more aggressive outlook to their portfolio construction, he will consider adding litigation funding and aircraft leasing to the list.
Alternative UCITs becoming a mainstream trend
The answer to most investment questions at the moment is some kind of multi-asset proposition and with liquidity and certainty of return being key drivers investors are looking further afield than regulation equity and bond products.
