Let us dream up an investment solution for what I call the 'wary mass affluent investor'. They have decided that holding too much cash is increasingly pointless, have been scared senseless by talk of a bond rout, and think yields of 2% to 4% are frankly not worth the extra risk of losing some capital down the line.
The obvious choice is investing in a risky asset such as equities. But these 'wary' investor types are worried about the inherent volatility of shares. They want exposure to some risk but also want some...
Will be 'core to all great portfolios'
Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...
£34bn of non-sterling assets to be merged
Spent 13 years at Pictet
Joined with Chinese asset manager Ping An