PA ANALYSIS: Why professional investors buy multi-asset funds
Multi-asset funds have been an investor favourite for years, but why would a professional investor invest in these one-stop shop funds?
Asset Allocation
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Asset Allocator: SLI’s Bambos Hambi
Standard Life Investments’ MyFolio team stands by its decision to dump government bonds, while backing US and Japan equities to prolong the bull run.
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Trustee MPI Q3 2016: Election reflection
The third quarter proved a dramatic one, with the fallout from the UK referendum and the subsequent uncertainty around the US election. Private client managers have much to ponder going into next year, writes Lee Carpenter, an investment analyst at Enhance.
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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?
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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.