Multi-asset funds saw £7.9 billion in net retail sales in 2018, sparked by a heightened awareness of risk, following a resurgence in volatility. Scottish Widows examines the appeal of this approach.
With the size of the alternative investments sector predicted to reach $14 trillion by 2023, we review which asset classes and strategies fall under the heading of alternatives - and what investors need to be aware of
Global take-up of smart beta as an investment strategy is at a high. Scottish Widows explains these strategies and their potential to generate returns and reduce risk relative to traditional indices.
Changing demographics, regulatory requirements and other external forces may shape how multi-asset investing evolves. Scottish Widows explores what the future might hold for this investment approach.
Today's advisers must take account of many more risk factors when analysing suitability such as illiquidity and inflation risk. That requires more transparency around fund process and due diligence
Life is rarely black or white and so with white labelling of model portfolios on platforms a few shades of grey have crept in!
A more volatile investment environment can prompt a sharper focus on diversification as a way to manage risk and renewed interest in different approaches to multi-asset investing and fund choices.
Industry Voice: The EM framing fallacy: Emerging market debt and the trials of a misunderstood asset class
How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it...
Head of Fund Proposition Scottish Widows Investment Strategy & Execution provides an in-depth look at their fund range
Partner Insight Video: Advisers have had to adapt to the changing investment landscape.
Industry Voice: Sponsored by Quilter
Partner Insight: Continuing the Architas education series for clients.
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Partner Insight: Vala Capital's Jasper Smith and Paddy Willis have brought together a unique set of entrepreneurial experiences in order to provide new businesses - and investors - with the support they require to succeed
Partner Insight: Strong performance and lower fees have propelled the use of EIS strategies by advisers in recent years, and for advisers, investors and providers alike there has been a "paradigm shift in the sector," according to Jack Rose, head of tax-efficient...
Industry Voice: Star CEOs are bringing into question what makes a good leader in a flatter, networked world. We explore what this means for the overall governance of companies
Partner Insight: The government's emphasis on VCTs has also subtly changed in recent years with the ending of asset-backed investment and as with EIS, the emphasis being very much more focused on growth capital opportunities.
Industry Voice: One of the most serious problems with GDP is that it fails to measure the impact of economic growth on the planet's finite environmental resources. As economist Kenneth Boulding once put it: "Anyone who believes that exponential growth...
INDUSTRY VOICE: Royal London's Governed Portfolios have reached their ten-year milestone. Lorna Blyth, Head of Investment Solutions, reflects on how diversification can deliver.