Maintaining a strategic allocation to real assets
Watch Michelle Butler of Cohen & Steers discuss the firm’s global macroeconomic outlook and opportunities in real assets.
Multi-asset
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The Diversifiers: Alan Gauld, Patria Private Equity Trust
Alan Gauld, lead manager of the Patria Private Equity Trust, argues the case for why private equity should play a role in any diversified portfolio.
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Meet the asset allocators: Peter Dalgliesh, Parmenion IM
Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser.
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Five questions: Daniel Reynolds and Justin Jones, abrdn
To celebrate five years of MyFolio Index, abrdn’s Daniel Reynolds and Justin Jones answer five questions in five minutes. My Folio Index is part of the MyFolio range which offers expertly managed, cost-efficient investment solutions for every investor.
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Interview with Craig Baker
Craig Baker, CIO at Willis Towers Watson, investment manager of the Alliance Trust, discusses the trust’s multi-manager approach and the power of concentrated stock picking.
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Meet the asset allocators: Chris Metcalfe, IBOSS
Chris Metcalfe, chief investment officer at Iboss, discusses what he feels are exaggerated claims about the demise of 60/40 investing, why he believes advisers are unsung heroes and the career path he nearly took.
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Interview with Haig Bathgate
Haig Bathgate, head of investments at atomos, discusses what sets atomos apart from other DFMs, the power of their partnership with WTW (Willis Towers Watson) and the process behind the VAM multi-asset funds.
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The Diversifiers: Richard Sem, Pantheon Infrastructure
In the latest part of the PA+ Diversifiers series, Richard Sem, head of Europe, Pantheon Global Infrastructure and portfolio manager of Pantheon Infrastructure, looks at the role the asset class can play in these current uncertain macroeconomic times.
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The Diversifiers: Suhail Shaikh, CIO, Fulcrum Asset Management
In the latest of the Diversifiers series, Adam Lewis talks to Suhail Shaikh, CIO at Fulcrum Asset Management, who discusses the lack of correlation between bonds and equities and how they are combatting it.
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Interview with Ryan Hughes, AJ Bell
Ryan Hughes, investments director at AJ Bell, explains why the firm is feeling more positive on the case for bonds and equities and where it has been rebalancing its portfolios as a result
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Meet the asset allocators: Will Thompson, Pacific Asset Management
Will Thompson, multi-asset portfolio manager at Pacific Asset Management, discusses why the group has long been espousing the virtues of moving away from simply 60/40 investing.
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The Diversifiers: Matthew Norris, VT Gravis UK Listed Property fund
In the latest of The Diversifiers series, Adam Lewis talks to Matthew Norris, manager of the VT Gravis UK Listed Property fund, who makes the case for the asset class as a genuine diversifier to bonds and equities.