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Asset Allocation

Partner Insight: Vanguard — higher inflation not the end of the 60/40 portfolio

Partner Insight

Partner Insight: Vanguard — higher inflation not the end of the 60/40 portfolio

Even in a world where global stocks and bonds are positively correlated, the 60/40 model delivers value to investors

clock 04 August 2023 • 10 min read
Partner Insight: Vanguard — why asset allocation is crucial for client success

Industry voice

Partner Insight: Vanguard — why asset allocation is crucial for client success

It drives the majority of long-term returns, not security selection

clock 10 July 2023 • 8 min read
Ukraine crisis panel: Investment experts respond to key questions

Investment General

Ukraine crisis panel: Investment experts respond to key questions

Global challenges

clock 10 March 2022 • 1 min read

Equities

Buxton joins Woodford in panning 'ludicrous' renewables U-turn

Old Mutual Global Investors fund manager Richard Buxton has backed Neil Woodford's criticisms of a government decision to cut the tax exemption for renewable energy companies, warning it could render the utilities sector "uninvestable".

clock 15 July 2015 •

Asset Allocation

Quick fire quiz: Five questions to ask hopeful DFM partners

Five questions to ask hopeful DFM partners

clock 29 April 2015 •

Asset Allocation

Advisers asking 'wrong questions' in DFM due diligence

Advisers are not asking the right questions when doing due diligence on discretionary fund managers (DFM), one such firm has said, in response to criticism it is "impossible" to compare their costs and services.

clock 29 January 2015 •

Managed solutions

Novia's DFM Copia beats IA sectors in strong first year

Discretionary fund manager (DFM) Copia Capital Management - part of the Novia group - has reported its first annual performance figures since it began trading a year ago, which show it has beat The Investment Association (IA) industry sector average across...

clock 13 January 2015 •

Asset Allocation

Asset Allocators' Soapbox: The cost of 'closet tracking'

Do 'closet' trackers unfairly tip the active v passive debate in the latter's favour?

clock 08 December 2014 •

Economics / Markets

Asset Allocators' Soapbox: Print, print, print!

Peter Toogood argues nations' propensity for QE is leaving investors with a tricky decision to make

clock 08 December 2014 •

Economics / Markets

Sector report: Absolute Return - The case-by-case sector

Sector report: Absolute Return – The case-by-case sector

clock 03 December 2014 • 5 min read
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