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PORTFOLIO CONSTRUCTION
Funds management
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
Funds management
The fund manager has voiced optimism regarding the 60/40 allocation, noting the strategy can be a wise choice for clients in the long term....
Funds management
The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...
Financial planning
As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...
Financial planning
With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...
Funds management
The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management. ...
Expert Analysis
There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...
Funds management
It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...
Funds management
Money Management is pleased to launch a new white paper focused on portfolio construction with exclusive commentary from seven asset managers....
Features
The COVID-19 pandemic tested traditional asset allocations and portfolio builds, writes Chris Dastoor, so what lessons have been learnt a year on?...
Expert Analysis
New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...
Tools & guides
When building a portfolio, managers may find there is an ‘optimum’ number of positions, writes Chris Bedingfield, where holding too many can have a negative effect....
Funds management
The typical 60/40 split for equities and bonds is at risk in the current environment and financial advisers are putting clients at risk by sticking with them, according t...
Features
The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...
Expert Analysis
In The Empire Strikes Back, Yoda utters the line: “Difficult to see. Always in motion is the future”, a line that equally applies to investment, writes Alphinity’s Jonas ...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....