Janus Henderson Investors' multi-asset team has warned investors to avoid indiscriminately flocking into "fashionable" alternative asset classes, suggesting a selective approach is preferable.
Nick Watson, a portfolio manager in the £4bn multi-asset team, said the diversification characteristics of particular assets cannot be read as constant. For instance, he said private equity cannot be...
Latest news and analysis
Five European Meridian funds among new entrants
Fund forced to sell off part of portfolio
Defensive positioning urged following latest Trump tariffs
Which asset classes will benefit?