Guest

By Wayne Bishop, King and Shaxson Asset Management King and Shaxson Asset Management’s sole focus is managing ESG and Impact portfolios. We have been doing so since 2002, long before the terms were first coined. In the years leading up to the pandemic, interest and assets under management in ESG and Impact products had been […]

By RSMR Independent research business RSMR has added a new RSMR Responsible Growth portfolio to its Responsible Managed Portfolio Service (MPS). There are now four risk profiled portfolios in the RSMR Responsible MPS in Dynamic Planner – alongside the RSMR Rfolios MPS range of risk profiled portfolios. Stewart Smith, RSMR Head of Managed Portfolio Services, […]

By Sam Liddle, Sales Director, Church House Investment Management The absolute return sector has always had its critics and, in the case of several participants in the sector, rightly so. But in a year that looks set to challenge both equity and fixed income markets, could the strategy come back into its own? So far […]

By Sonja Laud, Legal & General Investment Management Even though we’re only a few weeks into the new year, investors have already seen some significant moves in markets. In a special CIO call, we discussed how they might play out. Last week I sat down with Colin Reedie, Head of Active Strategies, and Tim Drayson, […]

Will McIntosh-Whyte, manager of Rathbones’ range of four risk-rated sustainable multi-asset funds, answers questions about why sustainable investing makes sense, what he hopes to achieve with this range and what some of the challenges and opportunities are in managing sustainable multi-asset portfolios. 1. Why is sustainable investing gaining traction? There’s no denying that demand for […]

by Guy Monson, CIO and Senior Partner, Sarasin & Partners LLP 2021 was a year of unexpectedly strong recoveries. The IMF, for example, in its October 2020 outlook, pencilled in US GDP growth of 3.1% for 2021 – by last quarter that had almost doubled to a red hot 6% (with similar upgrades across much […]

By Jim Leaviss, Fund Manager at M&G Investments After a tumultuous year for fixed income markets, fund manager Jim Leaviss presents his outlook for 2022. Jim considers the outlook for inflation and what this means for central bank policy and financial markets. He also looks at some of the more recent macro developments, such as […]

Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset investors need to consider its implications carefully.

by Ruffer LLP Financial conditions have never been so accommodative Source: Ruffer LLP, Bloomberg Omicron or not, the US economy is booming. The cocktail of pent-up animal spirits, household net worth at all-time highs plus hefty measures of monetary and fiscal stimulus is a potent one! The Atlanta Federal Reserve ‘NowCast’ has US Q4 real […]

Accurately target Dynamic Planner risk levels while drawing on the expertise of a proven investment team with Brooks Macdonald’s Volatility Managed Portfolio Service (VMPS) Understanding risk tolerance is a core skill for any financial planner. It’s one of the reasons why more than 6,500 advisers use Dynamic Planner, giving them access to award-winning psychometric risk-profiling […]