New asset allocation research wealth managers
A new, independent asset allocation service was launched today allowing wealth managers and IFAs to tap into a vast amounts of academic research not publically available.
A new, independent asset allocation service was launched today allowing wealth managers and IFAs to tap into a vast amounts of academic research not publically available.
Avoiding an impersonal, tick-box mentality is key to TAM's fund picking while experience in managing money in Asia has taught the team that now is not the time to invest there.
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
Rothschild WM considers many of the risks of 2012 year fading as 2013 moves into 2014 but one risk that stubbornly remains is one it feels investors are complacent over – China's unsustainable debt bubble.
Summer may be a traditionally quiet time in the City, but the asset allocators we have been speaking with have not been afraid to make the big moves now.
Legal & General Investment Management has appointed BNP Paribas' Emiel van den Heiligenberg as head of asset allocation.
The majority of IFAs are averse to outsourcing client communication and 84% state that this is an area in which they wish to maintain control.
Not convinced by equity rallies but sick of low-yielding bonds? In the absence of a 'great rotation' a third option could appeal – anyone for alpha-generating fixed income?
Much has already been said about the Dow Jones Industrial Average reaching an all-time high earlier this week, but less about the hidden forces at play which could help you identify the next stock market to benefit from such a surge.
How many times have we heard it before? The three words 'Japan', 'new' and 'dawn' in the same sentence. But if you're hell-bent on allocating to the country are there ways to do it without suffering scars?
Ian Lowes, founder of StructuredProductReview.com, explains the attraction of defensive plans even in the face of a bullish market.
Marcus Brookes, head of multi-manager at Cazenove Capital Management, has revealed the cash level in his Diversity Fund is the highest it has ever been, despite not being bearish on markets.