The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US.
Author Archives: Portfolio Adviser
In a volatile world, diversification must go beyond 60/40
There is a growing consensus, which includes BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
AXA IM Alts adds private credit strategy to fund stable
The fund combines the firm’s private and alternative credit capabilities into a single global diversified strategy with a European focus
Quantum Advisors launches India equity fund
The strategy widens access to the market through companies with high liquidity.
Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.
FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott.
CEO Stephen Bird to leave Abrdn
Stephen Bird is replaced by current chief financial officer Jason Windsor on an interim basis while the board looks for a permanent successor.
Will the ‘Korea discount’ be closed by governance reforms?
While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
HSBC AM head of world selection funds exits
Kate Morrissey will be succeeded by portfolio manager Nicholas McLoughlin.
