Equities
Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
UHNW investors eyeing up more private equity assets
Making it the second-largest asset allocation in UHNW portfolios
Are bonds set for a new dawn in multi-asset portfolios?
They ‘conspicuously failed to provide diversification benefits’ in 2022
Multi-asset income funds increase exposure to higher quality bonds
As Morningstar warns investors on their trade-offs
Alternatives | 19 Jun 23
J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets