Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
Diversification
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Multi-asset’s stars set to keep on rising
A raft of regulatory changes and a backdrop of low yield from traditional income investments means the exponential rise in the popularity of multi-asset funds is unlikely to taper off any time soon.
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Searching for the right kind of beta
Diversification is much easier to achieve in a growth portfolio than in an income portfolio, says Chris Jackson, head of UK retail at Natixis Global Asset Management.
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Real assets lower volatility
Investments in real assets, such as timberland and infrastructure, can lower the volatility of mixed asset funds without hampering returns, according to think tank Global Financial Institute.
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Returning to First Principles
Charlotte Thorne, co-CI0 and co-founding partner at Captial Generation Partners looks at how best to use private equity investments as a portfolio diversifier.
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Mercer: New generation balanced funds adding growth to diversification
Research by Mercer shows that the ‘new generation’ of balanced funds are coming of age.