Rathbones duo: ‘All this sexy stuff and we look like a portfolio did 30 years ago’
David Coombs and Will Mcintosh-Whyte are bringing 60/40 portfolios back in vogue
David Coombs and Will Mcintosh-Whyte are bringing 60/40 portfolios back in vogue
DFM plans on launching more sub-funds in ‘due course’
£19.2bn multi-asset house has previously been accused of playing catch up
Multi-asset manager plays ‘catch up’ to Standard Life and Hargreaves
The likes of Kames and Liontrust have already proven their ESG credentials
Fund group is ditching third-party funds for segregated mandates
Invesco Perpetual has launched a low-cost multi-asset range aimed at advisers following ongoing pressure on fees from cheaper alternatives.
Morningstar Investment Management has substantially raised the cash levels in its Real Return multi-asset range as it braces for interest rate normalisation and higher volatility.
BMO Global Asset Management has unveiled a line of low-cost multi-asset portfolios (MAP), with an ongoing charges figure (OCF) capped at 29 basis points.
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
China debt-to-GDP balloons, the US economy falters, the euro soars, oil remains around $30? Byron Wien has released his 31st annual list of ten surprise predictions for 2016.
Most multi-asset funds need to offer an income yield around the 5% level to be competitive, says rating agency, Fundhouse, but this is increasingly tough to deliver.