Guest
Einstein, Benjamin Graham and Napoleon
By David Macfarlane, Director, Discretionary Wealth Management, HSBC Asset Management We know there is an opportunity cost from not investing, particularly given the current inflationary pressures, but it’s important we help clients understand that short-term worries about market volatility shouldn’t override their long-term objectives. Einstein is rumoured to have said that ‘compound interest is the […]
Sustainable multi asset investing
By M&G Investments Sustainable Multi Asset Team Despite the pandemic and the recent slowdown in global economic growth, the take-up of sustainable investment strategies continues to expand, forming a permanent fixture in the investment landscape for millions of private and institutional investors the world over. Opportunities across the spectrum of sustainable investing continue to grow, […]
The benefits of outsourcing and model portfolios
By Evelyn Partners Financial advisers are accustomed to scrutiny. From Know Your Customer to Treating Customers Fairly, they have long had to prove that they are acting in the best interests of clients. However, this scrutiny is likely to move up a gear over the next 12 months, as Consumer Duty rules, a cost-of-living crisis […]
Celebrating five years of the truly active, low-cost, CT Universal MAP range
By Keith Balmer, Director and Portfolio Manager, Multi-Asset, Columbia Threadneedle Investments In 2017, Britain invoked Article 50 of the Lisbon Treaty, triggering the initiation of proceedings to break away from the European Union. The Brexit vote, of the previous year, had been merely advisory, activating Article 50 meant there would be no turning back. It […]
When will central banks cease tightening?
By Tim Drayson , James Carrick, Legal and General Investment Management Markets suggest the US has almost reached an inflection point, while the UK and Europe have further to go in their battles against inflation. Prospects for the global economy are mixed, at best, this year: While the US should follow the UK and Europe […]
Are valuations too attractive again to ignore?
By Damien Lardoux, Head of Impact Investing, EQ Investors The level of market volatility seen in 2022 can be disorienting for even the most experienced investors. In challenging markets such as these, we can use valuations to gauge the attractiveness of the stock market over the next few years. With a current valuation multiple of […]
Will the 60/40 portfolio rise from the ashes?
2022 was one of the worst years on record for a US 60/40 portfolio. Here, Louis Finney and Nicole Goldberger, from the UBS multi-asset team, explain the appeal of diversifying exposures beyond traditional stocks and government bonds. For much of the past 25 years, investors have benefitted from a consistently negative correlation between equities and […]
Is there life yet in the 60/40 portfolio?
Is the 60/40 portfolio really dead? Newton Investment Management Head of Mixed Assets Investment Paul Flood and Portfolio Manager Simon Nichols see diversification and yield potential in bonds and certain areas of equities markets . The bond bear market may have been seen as the final nail in the coffin of the 60/40 portfolio, but […]
Multi-asset investing: 5 big questions for 2023
By Sunil Krishnan, Head of Multi-Asset Funds, Aviva Investors The big story for investors was the worst equity and bond performance since modern indices began, set against higher cash rates and inflation levels not seen for 30 years. This hurt portfolios and raised five key questions on what investors should look out for in 2023. […]
Patience please – Central banks are not quite finished
By Guy Monson, Chief Market Strategist, Sarasin & Partners After nearly a decade of super-easy money, a return to normality won’t be easy. Last year was anything but plain sailing for investors, with all major asset classes declining – the first time we have seen anything on this scale for the last 30 years. However, […]