Multi-Asset

Master trust, Active Plus and Passive Plus funds will have outcomes focused portfolio

Thomas Stokes, Investment Director, Multi-assets explains why blending active and passive strategies makes sense.

Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.

Although economic growth, operating leverage and valuations support equities, it is too early to tell whether value stocks are finally set to make a comeback, says Sunil Krishnan.

OCF of 0.5%

Figures also show 'extreme home bias'

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

Clients were faced with harsh realities last year and many are still reeling from the changes

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

Four criteria