HSBC AM head of World Selection funds exits
Kate Morrissey will be succeeded by portfolio manager Nicholas McLoughlin
Multi Asset
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Institutional investors double their equity exposure over the past year
Equity holdings in multi-asset funds surpassed their long-term average
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Calastone: Record ISA season boosts equity fund inflows in April
Inflows were up five times compared to last year’s ISA season
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Fidelity Multi Asset Allocator range
In this Range in Five, lead portfolio manager Chris Forgan breaks down the five funds that sit within it, their investment process and what makes them different to their peers.
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Orbis and Schroder funds added to Scopic Multi Asset Research Service
Orbis OEIC Global Cautious fund and the Schroder Global Multi Asset Portfolio
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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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Branching Out: SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services
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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
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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