Balanced Management

AXA Investment Managers' Richard Marwood says understanding how asset classes react differently to various market conditions is the key to real portfolio diversification.

PSigma Investment Management is relaunching its discretionary management service as the firm looks to capitalise on the adviser community's preference for outsourcing solutions ahead of the retail distribution review (RDR).

Equity funds experienced their highest ever outflows of retail money in November as investors pulled out their cash in droves amid the ongoing eurozone crisis.

Fund launches reached a decade low last year as groups held back new products in the face of market volatility.

The Investment Management Association (IMA) consulted just four IFAs about the overhaul of its Managed sector model.

HSBC Global Asset Management (GAM) is to launch three low-cost portfolios, offering access to global equity and bond markets as well as alternative investments.

Long-term global trends make agricultural commodities an interesting play, says Iain Stewart, portfolio manager, Newton Real Return and Newton Balanced funds.

Nearly one in five advisers (18%) are putting client portfolios at risk by failing to carry out annual rebalances or reviews, research by Skandia suggests.

7IM has launched its long-awaited Ethical fund under its OEIC umbrella in conjunction with specialist investment firm Sarasin Chiswell.