Is a bitcoin allocation a diversification ‘cheat code’?
A 1% bitcoin allocation in a 60/40 portfolio could have added an annualised 0.67% to returns over the last 11 years
Diversification
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
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Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
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Morningstar CIO: The shining investment opportunities beyond technology
There are still plenty of undervalued equities to take advantage of despite soaring tech shares, writes Mike Coop
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Morningstar: How convexity can help your portfolio
Convexity can ensure investors are capturing as much upside as possible
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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Chancery Lane CEO: Modern portfolio theory doesn’t work for income investors
MPT is is wrongly incorporated into most offerings directed at retail clients in the UK, writes Doug Brodie
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Fund manager profile: Credit where it’s due
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
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Morningstar IM’s Bragazza: Investors must prepare for the path to net zero
Associate portfolio manager discusses mitigating climate risk when making investment decisions
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A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes