In the latest Interactive Financial Adviser debate, our panelists from Rathbone Unit Trust Management and S&P Capital IQ discussed Multi-Asset
Are multi asset funds too risky?
It has been another year of divergent asset returns. To date it has been six months where 'risk-off' investments have been the place to be. What does this mean for those investors with an allocation to multi-asset products?
Is the volatility between asset classes increasing? How should advisers look at 'risk' assets - on their historical performance or where they fit into the current economic cycle? And what do measures such as Sortino ratios or dow-side volatility mean and actually show? Where should portfolios be positioned for the remainder of the year?
The Multi-asset panel includes:
David Coombs - Head of Multi-Asset Investments, Rathbone Unit Trust Management
Randal Goldsmith - Director, Fund Research, S&P Capital IQ
Six hours for a client report
700,000 transfers in 12 months
104 delegates attended
'Benefit from healthy cash levels'
Could be two months to complete payment