Aviva Investors' multi-asset team is taking a more "selective" approach to where it takes risk across portfolios, in the face of a "consolidation period for markets".
The portfolios had begun the year geared for a "dramatic appreciation in stockmarkets", with portfolio managers predicting a "market melt-up" where markets spike before a steep decline. This transpired...
Publishes consultation paper
Exploring the effects of shake-up
More emphasis on corporate governance and responsibility
quality growth equity and long-duration bonds dominate