Jupiter Merlin shakes up emerging markets allocation
Jupiter Merlin has shaken up its allocation to emerging markets in its Growth and Worldwide Portfolios, opening a position in the Invesco Perpetual Asian fund, managed by William Lam.
Multi-asset popularity rises as IFAs ditch model portfolios
More IFAs are steering their clients toward multi-asset funds this year and pulling away from model portfolios, a new Aegon UK study finds.
Smith, Yarrow and Findlay on Chatfeild-Roberts ‘select’ list
There are few true stars in the active management industry, according to Jupiter Merlin’s John Chatfeild-Roberts, but the multi-manager head thinks Terry Smith, Hugh Yarrow and James Findlay make the grade.
Coombs: Passives are ‘blunt’ tools in post-Brexit reality
David Coombs, head of head of multi-asset investments at Rathbones believes passive funds may be inadequate to overcome the challenges arising in the new political climate.
Heartwood: Income seekers dumping UK equity income for multi-asset
New data compiled by Heartwood Investment Management found 39% of advisers have ditched single asset strategies for multi-asset funds in the hunt for income last year.
Watch for swings in sterling and commodities potential – Greetham
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging markets equities, says Trevor Greetham, head of multi asset at Royal London Asset Management.