Guest
The emotional side of life beyond work
By BNY Investments Retirement is often portrayed as a time of unambiguous pleasure – long holidays, time with family and friends, the pursuit of hobbies and interests. The reality is not always so benign. While retirees may relish escaping their more difficult colleagues or a tyrannical boss, retirement brings its own pressures. Retirement is ranked […]
BNY Mellon Multi-Asset Income Fund moves from Risk Rating 6 to 5
By BNY Investment Management The BNY Mellon Multi-Asset Income Fund is moving from risk bucket 6 to 5. In this blog we consider the rationale for this re-classification. As of 17 May 2024, the BNY Mellon Multi-Asset Income Fund (MAIF) has been reclassified as Dynamic Planner Risk Rating 5. This reflects the fund’s robust risk […]
Finding balance in a concentrated investment world
By Andrzej Pioch, Lead Fund Manager, L&G Multi-Index Funds A typical broad global equity benchmark has around two-thirds of its stocks domiciled in the US1. Perhaps unsurprisingly, global equity indices therefore share the majority of their top 10 constituents with US equity indices, and the typical overall portfolio overlap between the two is currently over […]
Positioning for the end of the cycle
Fidelity Portfolio Manager Talib Sheikh discusses the current outlook across the income complex and why high-quality assets are prudent given the risks to growth. What is your investment outlook for 2024 given the prevailing macro environment? Risk appetite grew significantly towards the end of 2023. Strong economic data in the US and falling inflation gave […]
Which way next for multi-asset?
As inflationary fears ease, multi-asset investors should ignore wider market distractions and stay focused on investing in the right asset classes, at the right time for the current stage of the financial cycle, says Newton head of mixed assets investment, Paul Flood. Key points: Both threats and opportunities abound in current markets with inflation high […]
The case for Infrastructure in 2024
By TIME Investments Market landscape Inflation has been one of the key macroeconomic drivers of investment performance over the last 18 months and this will likely persist into 2024, albeit to a lesser extent. We have however started to see a shift, with annual inflation in the UK and other Western major economies now well […]
Finding your DFM
By Sarasin & Partners Just how does an adviser go about identifying the best MPS providers for their specific needs? Increasingly onerous regulations are prompting many IFAs to partner with discretionary fund managers (DFMs), and utilise platform-based model portfolio services (MPS). That said, choosing the right DFM partner can be daunting. So how does an […]
Behavioural biases in fund selection
by Paul Pugh, Head of Strategic Alliances, Canada Life Asset Management At Canada Life Asset Management (CLAM), we understand that having the most effective tools at your disposal, especially when markets are volatile, can help you deliver more attractive gains for your clients. Themes we explored in detail at March’s Dynamic Planner Conference included: The […]
Elections, rates, AI and China – Four disruptive themes shaping the multi-asset outlook
Sunil Krishnan from Aviva Investors highlights the key themes for multi-asset investors to monitor in 2024. Read this blog to understand: The potential impact of elections on global markets Why the odds of a soft landing for major economies have improved How artificial intelligence could improve corporate productivity The prospects for stronger growth in China […]
Scottish Mortgage – From headwinds to tailwinds
By Baillie Gifford Opportunities like this are rare. In recent years, companies in Scottish Mortgage have faced combined headwinds from slowing growth, reducing earnings estimates and multiple compression. As we move into 2024 and beyond, those headwinds are being replaced by tailwinds. Growth at a company level remains strong. Profitability is improving well. And to […]