Managed funds

In a post-Great Moderation world, changes in the real economy have become a much bigger contributor to market volatility. Since March, this has worked in favour of investors as the global recession has shown signs of ending more quickly than first expected....

Notwithstanding the rallies that many markets have experienced over recent months, the current environment continues to offer a range of opportunities to multi-asset managers.

As the trend towards multi-manager/fund has gathered pace, there has been a premium on experienced teams with the ‘skills' to run these types of mandates. Perhaps the answer is a multi-multi/manager of manager of manager facility?

Henderson's Bill McQuaker, Schroders' Andrew Yeadon and Sarasin's David Vickers have been selected to run funds for IFA Foster Denovo's new investment company, Sequel.

Multi-managers believe the equity rally still has further to go despite the strong recent run pushing markets towards pre-Lehman levels.

The necessity for reflation in today's market is a given, but the perceived success or failure by global authorities to revive their economies is an altogether different question, and one that is having a profound effect on investors' attitude to asset...

In a post-RDR investment world, exposure to index funds looks likely to expand, increasing competition in this space

CF Ruffer European fund tops sector over three years with manager Timothy Youngman looking to build on past gains by increasing exposure to equities

Advisers have continued to recommend Cautious Managed funds, with the sector taking second place on Cofunds' best seller list for August.

Inflows into IMA Cautious Managed sector are returning as investors look to increase exposure to equities through lower-risk strategies