Identifying long-term embedded biases in multi-asset funds can take advisers and their clients some way towards understanding - and even tolerating - periods of apparent underperformance, writes Paul Ilott
Multi-asset funds are sometimes described as ‘all-weather' investment solutions that ought to be able to perform well under all market conditions - yet the reality can be rather different. One of the key...
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.
Muna Yassin of Fair Finance also honoured
Opportunities and drivers
Year ended 31 March 2021
Experiences not stuff