PA ANALYSIS: Multi-asset at a tipping point?
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
Asset Allocation
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JPMAM goes underweight duration for first time in two years
JP Morgan Asset Management has shifted its asset allocation to go underweight duration for the first time since 2014.
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PA ANALYSIS: Absolute return disappointment leaves cautious investors in a fix
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
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Trustee MPI Q2 2016: Uncertainty abounds
The Brexit vote has thrown economic markets into turmoil in a number of jurisdictions, although the resulting sharp depreciation in sterling has benefited UK investors with an international portfolio.
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Close to the hedge
After a busier than usual summer, Brooks Macdonald has its eyes firmly on the macro picture, while also balancing the right currency calls.
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European Wealth: “Bad days make good entry points”
As storm clouds gather over the continent, boutique investment house European Wealth will not be swayed by short-term noise but makes sure every last one of its assets is working as hard as possible.
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Rothschild seeks shelter in absolute return and gold
RIT Capital Partners has increased its allocation to absolute return and credit assets by 8% and pulled back from quoted equities and sterling to navigate choppy “uncharted waters” post-Brexit.
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Fidelity keeps faith with Europe, unconvinced by EM
Based on recent Federal Reserve comments and movements in global equities markets, Fidelity Solutions outlines its latest asset allocation shifts.
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Trustee MPI: A cautionary tale
Financial markets faced a challenging first quarter of 2016 as a number of factors combined to cause a widespread sell-off in risk assets.
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Wealth managers losing faith in equities, survey finds
Wealth managers and financial advisers are losing faith in equities according to a new survey from Royal London Asset Management.
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Rathbones sticks with risk assets as investors overreact
Rathbones has said it continues to favour risk assets including an overweight to United States equities despite recent volatility, due to a belief that investors are overreacting to negative news headlines.
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French balanced funds strongly outperformed global peers in 2015 – Natixis
French asset allocators significantly outperformed their global peers in 2015, while UK managers came in second, new research by Natixis Global Asset Management shows.
