Chris Metcalfe: ‘The era of rear-view mirror investing is over’
Concentrated focus on growth, US and tech assets must be replaced with something more diverse, says Iboss co-founder
asset allocator
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Baillie Gifford’s Steven Hay: Inflation will remain a significant risk to returns
Multi Asset Income manager reveals what his experience at the BoE has taught him about the ‘inflation quandary’
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Justin Onuekwusi: ‘I’ve never seen so much uncertainty on the short-term growth outlook’
LGIM head of retail investments is spreading bond and currency risk outside of traditional markets
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Karolina Noculak: The wild card now is Russia and Ukraine
Abrdn’s multi-asset strategist talks drowning out the noise and listening to the quieter voices in the room
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James Klempster: Asset allocation checks and balances
‘You’ve got to find that balance between wanting to get your views out into the funds of the portfolios but, at the same time, not wanting to over-trade and knee-jerk’
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David Coombs: ‘We haven’t been tempted by the recovery trade’
Equity exposure in Rathbones multi-asset funds is still ‘very skewed’ to the US and quality growth names
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LGIM multi-asset duo: ‘Recovery trade still has legs’
Andrzej Pioch and Chris Teschmacher are cautiously increasing risk, thinking the market cycle has further to run
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Wise Multi-Asset Growth duo ups cash levels as reflation trade fizzles
Co-managers Vincent Ropers and Philip Matthews add to infrastructure debt and Fidelity China Special Situations
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David Jane: We’d rather be consistent than play hero trying to predict the future
‘We don’t believe you can outperform with stockpicking alone and no asset allocation plan,’ says Premier Miton multi-asset manager
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James Mee: ‘We don’t make big asset allocation calls’
Waverton manager on what he believes is true multi-asset investing
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Will Bartleet: ‘Advisers haven’t gone as far as they could in embracing passive’
PAM chief investment officer on combining passive with dynamic asset allocation for Blackrock tie-up
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Ben Gutteridge: We’re not trying to find fund managers our clients have never heard of
How Invesco’s director of MPS has been getting on at his new home after 16 years with Brewin Dolphin
