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Multi-Asset

Industry Voice: Multi-asset allocation views - Emerging themes for portfolio diversification

Multi-Asset

Industry Voice: Multi-asset allocation views - Emerging themes for portfolio diversification

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

clock 28 September 2021 • 3 min read
Industry Voice: Multi-asset allocation views - Equities on a style merry-go-round

Multi-Asset

Industry Voice: Multi-asset allocation views - Equities on a style merry-go-round

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.

clock 07 September 2021 • 3 min read
Fidelity unveils three-strong sustainable multi-asset range

Multi-Asset

Fidelity unveils three-strong sustainable multi-asset range

OCF of 0.5%

clock 10 June 2021 • 2 min read
More than £22bn of assets languishing in underperforming multi-asset funds

Multi-Asset

More than £22bn of assets languishing in underperforming multi-asset funds

Figures also show 'extreme home bias'

clock 25 May 2021 • 3 min read
Industry Voice: A team approach adds value!

Multi-Asset

Industry Voice: A team approach adds value!

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?

clock 10 May 2021 • 4 min read
Partner Insight: The post-pandemic reality of advisory firms in 2021

Multi-Asset

Partner Insight: The post-pandemic reality of advisory firms in 2021

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

clock 07 May 2021 • 1 min read
Industry Voice: Multi-asset allocation views - Loose policy doesn't rule out a steeper curve

Multi-Asset

Industry Voice: Multi-asset allocation views - Loose policy doesn't rule out a steeper curve

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.

clock 04 May 2021 • 2 min read
Lee Fisher: Choosing a CIP is a marathon not a sprint

Multi-Asset

Lee Fisher: Choosing a CIP is a marathon not a sprint

Four criteria

clock 13 April 2021 •
Industry Voice: Go forth and diversify -  building resilience in multi-asset funds

Multi-Asset

Industry Voice: Go forth and diversify - building resilience in multi-asset funds

A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management

clock 12 April 2021 • 1 min read
Is agile working key to an outsourced paraplanning boom?

Multi-Asset

Is agile working key to an outsourced paraplanning boom?

Trend accelerated by pandemic

clock 08 April 2021 •
123
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03 August 2022 • 3 min read
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Curtis Banks chief executive steps down

09 August 2022 • 1 min read
05

Phoenix Group to acquire Sun Life UK for £248m

04 August 2022 • 1 min read
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