View from the Bridge: Investment biker
Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.
Gosling's Grouse: Baying for blood
When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.
FDR, Reagan, Clinton or Obama: When were markets strongest?
Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?
Multi-asset needs to be flexible. Not rigid allocations to each asset class. To acheive results you need a strong team, process and the ability to go to zero in any asset class. There are too many fund of fund people, who do not know about asset allocation, moving into multi-asset. I trust teams that have experience other than just being a fund of fund person or only an IFA. Multi-Asset may be the Holy Grail, but there are too many propositions that do not have the skill required to allocate across a wide array of assets.