Multi Asset
Alternatives | 26 Jul 22
Investors urged to seek strategies with uncorrelated characteristics
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’
Stagflation fears hit highest levels since 2008
Expect volatility throughout the summer and beyond, Liontrust says
Mutual funds and ETFs set to surge in Mena wealth market
‘Onus’ now on advisers to deliver ‘more consistent support’ to clients focused on risk tolerance and asset allocation
Janus Henderson ups exposure to Chinese equities
They ‘have already experienced a major bear market, a significant valuation derating and wholesale investor capitulation’
‘Uncomfortable’ bear market has opportunities for active mangers
Current environment is ‘tricky to navigate’ but will allow some companies to grow their earnings