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.
A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management
Trend accelerated by pandemic
Alex Funk to become CIO
UK dividends down
Seven value criteria
Multi-asset AUM doubled in 10 years
'Vanilla products with little differentiation'
There’s a transformation happening in financial markets and people’s mindsets, as we transition away from fossil fuels in favour of clean renewable energy sources, writes Thomas Stokes, Investment Director at Aviva Investors.
After the brutal sell-off in the first quarter of 2020, equity markets embarked on a rally which was to confound even the most optimistic expectations.
ESG considerations are integrated as part of our approach multi‐asset investing. Shane O’Brien, Senior Investment Director at Aviva Investors, explains how consistent engagement with a well‐known UK financial institution led to a positive commitment on climate change.
New EU regulation promoting responsible investment is coming to our shores and not before time, says Thomas Stokes, investment director at Aviva Investors.
60% of sales in July and August