PORTFOLIO CONSTRUCTION
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?...
Expert Analysis
New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...
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....
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...
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...
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 ...
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...
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...
Expert Analysis
In retirement, our investment objectives need to pivot. With most investment strategies designed for people in accumulation, Alastair MacLeod writes that retirees may nee...
Expert Analysis
Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...
Expert Analysis
Mark Arnold and Jason Orthman look at conviction investment and the importance of portfolio construction in generating long-term alpha....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...