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The early part of a year gives investors an opportunity to take stock. Sunil Krishnan – Head of Multi-asset Funds, Aviva Investors – reflects on how the current environment is shaping our views for multi-asset portfolios Despite some clear economic challenges, we are constructive on the outlook for the economy and risk assets. Strict lockdowns […]

By Sam Liddle, Sales Director, Church House Investment Management As Covid-19 swept the globe in 2020, its effects were clearly devastating on the lives of individuals and businesses. The ripple effect will likely continue for some years to come, not least on economies and markets. What we see today is a rather volatile market. This […]

By Bordier UK The COVID-19 pandemic and the global response to fight it has steered our lives, economies and financial markets over the past year. Whilst the longer-term effects are still being unraveled, it has become clear that the coronavirus pandemic has given greater prominence to the environmental, social and governance (‘ESG’) agenda; key issues […]

Progress towards easing COVID-19 restrictions is good news for the economy and society. But it has different implications for different asset prices, writes John Roe, Head of Multi-Asset Funds, LGIM Policymakers must strike a difficult balance on the question of when lockdown measures can safely be removed. Vaccination rates in some parts of the world […]

By Canada Life Asset Management The fourth quarter of 2020 brought a swathe of positive economic, political and medical news, sparking a wave of investor optimism. Despite a resurgence in COVID-19 infection rates in the UK, Europe and the US, global equities and corporate bonds delivered positive returns. Central banks continued to expand their asset […]

JM Finn Fund Manager James Godrich explains what he has learnt from planes, jazz, Jonny Wilkinson, cricket and doctors that can be applied to investment management A fund manager is often judged on his grey hairs, his experience of living market cycles and comparing moments in time to a bygone era, but some of the […]

By Steve Russell, Investment Director, Ruffer LLP   Source: Citi, Dealogic We all know that 2020 was an incredible, and terrible, year. The pandemic caused the worst recession for centuries, along with an appalling death toll and suffering. Meanwhile, financial assets pushed ever upwards, surfing a wave of liquidity meant to counteract the impact of […]

By Maria Municchi, Fund Manager, Sustainable Multi Asset Fund Range, M&G Investments Sustainable investment approaches look to the future, by investing responsibly and supporting the environment and society. So sustainable investment strategies should aim to achieve objectives that include meeting financial goals, as well as preserving our planet’s resources, recovering its climate and making life […]

By Brooks Macdonald Over the past two decades, several major global events – including most recently the coronavirus pandemic – have prompted investors to flee financial markets, but data shows this could have been a mistake. When it comes to achieving long-term financial goals, investing – and remaining invested – tends to be the better […]

By Sanlam The operational benefits of having an advisory firm’s investment proposition run by a third-party investment manager are increasingly well understood. Typically, this means using a discretionary investment manager to run a discretionary model portfolio. These operational benefits include: All clients achieve the changes in their portfolio at the same time, meaning they all […]