Cash and non-investment grade bonds were king for multi-managers in the volatile fourth quarter of 2018, which saw exposure to each asset class ramped up by 3.3 percentage points, according to Harrington Cooper's Proprietary Asset Allocation Tracker.
As markets sold off across the globe, multi-managers slashed equities, particularly US holdings, and overall fixed income exposure. Harrington Cooper's research tool tracked the allocation of 32 balanced...
60% of sales in July and August
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas