In the latest in the series looking at the future of multi asset, Alec Cutler, director of Orbis Investments and manager of the Global Balanced Fund, tells Adam Lewis that 60/40 investing has recently become a victim of its own success and his easy answer on his best-ever investment
Meet the asset allocators: Rob Burdett, Columbia Threadneedle
‘Sometimes you need a sharp frost to bring on new growth.’ Rob Burdett, head of multi manager solutions at Columbia Threadneedle, channels his inner Peter Sellers in the latest Meet the Asset Allocators.
Interview with Emily Fletcher, BlackRock Frontiers trust
Emily Fletcher, co-manager of the BlackRock Frontiers trust, provides an update on her outlook for emerging markets and where she is finding the best investment opportunities.
Interview with Cooper Abbott, Matthews Asia
Cooper Abbott, CEO at Matthews Asia, talks about helping clients during this period of ‘uncharted territory’ and where there is room for innovation in the industry.
The Diversifiers: Barry Norris, VT Argonaut Absolute Return fund
In the first of a new series, Adam Lewis talks to Barry Norris, manager of the VT Argonaut Absolute Return fund about investing in uncorrelated to equities and bonds.
Meet the asset allocators: Amanda Sillars, Jupiter Independent Funds Team
Amanda Sillars, investment manager and ESG investment director in the Jupiter Independent Funds Team, discusses the future of 60/40 portfolios and the importance of ESG.
Meet the asset allocators: Fabiana Fedeli
Fabiana Fedeli, CIO of M&G’s equity, multi-asset and sustainability division, discusses diversification within 60/40 investment, moving beyond traditional asset classes and how to attract future talent.
Interview with Linden Thomson, Axa IM
Linden Thomson, lead manager of the Axa IM Framlington Biotech fund, discusses the cutting-edge treatments and drugs the fund is backing.