Treasury Trove: A compelling case for US Treasuries
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
Multi Asset
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PA Fund Manager Profile: Stonehage Fleming’s Gerrit Smit on why data is the new oil
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
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Evelyn Partners’ Seager-Scott to exit for Mazars CIO role
Ben Seager-Scott joined Bestinvest in 2011
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Canada Life’s Sriharan: The rules of engagement on asset allocation have changed
Multi asset manager discusses defensive plays, generating long term alpha, and fixed income allocation
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Sarasin and Partners hires two for asset management team
Alastair Baker and Cédric Phounpadith join the team
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Waverton rolls out trio of multi-asset funds
Defensive, Cautious and Balanced options added
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Fidelity’s Philalithis: ‘It’s time to take a break’
Fidelity International’s head of multi-asset investment management, Europe, Eugene Philalithis discusses his impending retirement
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Premier Miton’s Rayner: Oil price rise complicating inflation battle
The Fed’s job of squeezing inflation down to 2% recently became harder
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Is an equity-bond market correlation ‘the new normal’?
Equities and bonds moving in ‘virtual lockstep’ over the last year has ‘huge asset allocation implications’
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Newton’s Paul Flood: When the stars align
Newton’s head of mixed assets investment talks about thematic investing, real assets, balancing risk and return, and the return to prominence of bonds as a portfolio diversifier
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J Stern & Co’s Chereau: How the ‘game-changing new normal’ has switched up our asset allocation
Star Multi-Asset Income Fund manager discusses portfolio changes amid the higher yield environment
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$1.8bn Ninety One multi-asset credit co-manager exits
Head of credit Jeff Boswell and co-manager Darpan Harar will continue to run the fund