Industry Voice: The US has, in recent months, exhibited an extended period of outperformance relative to the rest of the world in both GDP growth and stock market performance, led by the standout performer, the FAANG-driven technology sector.
Attractive relative valuations
Taking over $9.4bn mandate and 24-member team
Acquisition could hurt overall sale potential
Partner Insight: Changing demographics, globalisation and technology are just some of the factors pushing capital from Western economies to Eastern economies over the past thirty years. Are multi-asset portfolios at risk of being left behind amid such...
Over the past few months, we have become more positive on US Treasuries.
IA Global sector bestselling
First interview with Gavin Counsell
Evolution of the current business cycle a boon
Partner Insight: As yields have compressed and forward-looking return expectations fall, multi-asset managers have sought alternatives to traditional asset classes to find new sources of income and boost returns
In partnership with Milliman
Where cryptocurrencies may thrive when commodities falter
Partner Insight: As the universe of multi-asset solutions continues to grow, the key to delivering long-term, stable returns often relies on how well the underlying drivers of risk and return are understood and managed in a portfolio. But how easy is...
Why tech firms must improve ESG credentials
Launches 'indicative classification'
Record monthly withdrawals
Managed by Darren Starr
Blurred lines: PPMG's Andy Brown on why the rules are less clearly defined for multi-asset funds today
Partner Insight: Multi-asset is evolving from straight forward cautious and balanced outlooks to outcome-orientated and targeted-return strategies. But as investors enter a new era of quantitative tightening, a focus on traditional, long-term metrics...
Twelve trusts launched so far this year
Joined in 2013
Signs MoU with SFC