Guest
AI: Hero or villain?
By Mark Coles, Business Development Director – Head of National Accounts, Evelyn Partners Artificial intelligence (AI) is much more than designer robots, promising to bring automation and digitisation – and significant disruption – to multiple industries. It could deliver solutions to some of the world’s largest problems, from climate change to worsening demographics, but others […]
RSMR brings Passive Plus MPS range to wider market
RSMR has introduced its Passive Plus MPS range to the wider market, using an investment approach that has been successfully applied to individual bespoke portfolios for six years, on both an advisory and discretionary MPS basis. The Passive Plus portfolios comprise chiefly RSMR-rated passive funds, plus targeted exposure to RSMR-rated active funds, to add diversification […]
How to find joy in difficult times
by Leila Thomas, CEO and Founder, Urban Synergy Happy International Women’s Day? I’m never quite sure if this is a day to celebrate or commiserate. As we inch towards a more equitable society, ONS figures show that women still earn 7.7% less than men, and according to research by the Runnymede Trust* for Black Caribbean […]
Is it time to reconsider traditional portfolio constructions in a higher inflation regime?
By Dorian Raimond, Head of Fixed Income Strategy and Trading, Hilbert Investment Solutions As we have entered a new regime of higher inflation and higher yields, decades-old templates of portfolio construction might be worth reconsidering. Bonds yields have become more attractive again, while the product seems to have lost some of its diversification appeal. Could […]
A tactical approach to volatility
By Newton Investment Management Against a backdrop of volatility and macroeconomic uncertainty, investors might be wary about the future. Here, Newton multi-asset chief investment officer Mitesh Sheth and FutureLegacy portfolio manager Lale Akoner outline what they think makes a robust multi-asset portfolio in the current environment. We have entered a market regime characterised by deglobalisation, […]
To unitise, or not to unitise? That is the question
By Minerva Fund Management Solutions For a number of years, financial advisory firms have operated in an environment that is ever changing and bringing increased challenges to their business model. One challenge is managing a range of client portfolios across a range of clients and asset classes. As a financial advisory firm, it is an […]
Inflation shift drives dividend focus
The aftermath of the Covid-19 pandemic and a tightening of global supply chains have unleashed an inflationary wave which looks set to drive greater corporate discipline, boost income stocks and increase the importance of dividends to investor returns, says Newton portfolio manager Jon Bell. After years of low interest rates and low inflation, the economic […]
Not all MPS invest equally. Avoiding the dangers of ‘group think’
By Casterbridge Wealth Investing is often made to appear more complicated than it needs to be, and sometimes conventional wisdom isn’t really wisdom at all. Nothing proves this more than the damage wrought by bonds during 2022. The so-called ‘risk-free’ asset proved anything but, and bond market falls in the region of 30% would have […]
The evolution of multi-asset investing
By BNY Mellon Investment Management Multi-asset investing has come a long way since the days when the 60% equity – 40% fixed income portfolio was the only game in town for diversification-seekers. Today, the marketplace has become markedly more sophisticated, with fund managers selecting from a rich array of assets. But have these funds become […]
Forging a path to progress
By Lucy Haddow, Investment Specialist, Baillie Gifford In July 1938, amid a turbulent political and economic backdrop, a team of German and Austrian climbers finally conquered the north face of the Eiger, a mountain in the Alps that had stolen many souls in the pursuit of a successful ascent. While the problem had been cracked, […]