PORTFOLIO CONSTRUCTION

Funds management

The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...

Financial planning

As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...

Financial planning

With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...

Funds management

The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management. ...

Expert Analysis

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...

Funds management

It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...

Funds management

Money Management is pleased to launch a new white paper focused on portfolio construction with exclusive commentary from seven asset managers....

Features

The COVID-19 pandemic tested traditional asset allocations and portfolio builds, writes Chris Dastoor, so what lessons have been learnt a year on?...

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Expert Analysis

New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...

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Tools & guides

When building a portfolio, managers may find there is an ‘optimum’ number of positions, writes Chris Bedingfield, where holding too many can have a negative effect....

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Funds management

The typical 60/40 split for equities and bonds is at risk in the current environment and financial advisers are putting clients at risk by sticking with them, according t...

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Features

The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...

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Expert Analysis

In The Empire Strikes Back, Yoda utters the line: “Difficult to see. Always in motion is the future”, a line that equally applies to investment, writes Alphinity’s Jonas ...

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Funds management

Investors need to account for the relative, return, risk, and correlation of assets when constructing portfolios and not just look at equally-weighted assets, Plato belie...

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Features

Everyone knows the first rule of portfolio construction is diversification, Laura Dew writes, so how can advisers utilise asset classes to build a diverse portfolio in li...

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