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.
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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.
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.
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.
Christophe Machu, investment specialist, explains that the firm’s non-traditional long-only fund exploits the valuation difference between equities and bonds.
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.
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.
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.
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.
Siam Commercial Bank is the top fund asset gatherer in Thailand in 2017 thanks to high net inflows into its income-oriented global asset-allocation funds, according to Morningstar.
Cathay Securities Investment Trust launched three Smart ETF funds of ETFs on 15 March, gathering NT$6.3bn ($209m) by the month end, according to data from Morningstar.
Part of the Mark Allen Group.