Volatility is back, but global growth remains robust, says Graziano Creperio, investment specialist.
Tag: Multi Asset
Bringing ESG into multi-asset investing
ESG-focused investing has evolved beyond exclusion and across asset classes, opening the door for multi-asset strategies to incorporate ESG analysis, according to M&G Investments.
Video: Aviva Investors on multi-asset investing
Rising interest rates and creeping inflation create a key opportunity to short fixed income, according to Ahmed Behdenna, senior strategist on the multi-asset team at Aviva Investors.
Video: Lazard on managing volatility
Trade war talk is largely “rhetoric driven by a deal-making president in an election year”, according to Rupert Hope, portfolio manager on the Lazard multi-asset investment team.
Video: Fidelity on Asian growth and income
The biggest risk in the next 12 months is an overtightening of monetary policy in the US or China, according to investment director Stuart Rumble.
Video: M&G on long-term global investing
Christophe Machu, investment specialist, explains that the firm’s non-traditional long-only fund exploits the valuation difference between equities and bonds.
Blackrock launches ‘non-traditional’ multi-asset fund
Launched in Hong Kong, the portfolio invests in assets such as covered calls and collateralised loans in the US, targeting investors who want to diversify away from traditional income investments.
Multi-asset fried by damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
BNPP AM: don’t expect high returns in EM mixed-asset
Mixed-asset funds don’t necessarily keep up when equity markets are rallying, according to Colin Graham, BNP Paribas Asset Management’s chief investment officer and head of active asset allocation multi-asset solutions.
Staying ahead of markets is key to outperformance
Looking beneath the surface and anticipating factors that will affect markets in the future are at the core of Pictet’s multi-asset team’s investment strategy, says senior investment manager Andrew Cole.
