ARC: Private wealth portfolios already on track to reach pre-Liberation Day levels
Global equities rose close to 6% in May when measured in US dollars
Multi-asset
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Morningstar: UK multi-asset funds double US equities exposure in eight years
UK equities exposure has plummeted
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RSMR announces new ratings for 24 funds
Marking RSMR’s busiest period for new ratings since its launch over two decades ago
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Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
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Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
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Neuberger Berman names Maya Bhandari as multi-asset CIO
Formerly global head of multi-asset at BNP Paribas Asset Management
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SJP equity fund aligns with SDR Sustainability Focus label
The external fund manager will also change, with Schroders taking over as the fund’s sole manager
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ARC: Inflation leaves private portfolios 12% below 2021 levels
Real returns need to average 6.6% over the next decade to revert to the historical norm of 4% per year, the firm said
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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abrdn appoints head of global multi asset as Russell Barlow steps down
Darren Wolf to succeed Barlow