Multi Asset
Emerging Markets | 18 Aug 16
Miton’s Jane backs US and emerging equities if inflation picks up
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton Group’s multi-asset range, said he would have to restructure roughly half of his portfolio.
Best Practice | 18 Aug 16
Challenges mount for multi-asset managers
The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.
Multi Asset | 17 Aug 16
OPINION: Why investors are running out of new ideas
Call it symptomatic of the summer lull but, with so much debate centred on cost, genuine product innovation seems to have taken something of a back seat.
Deutsche Bank WM repositions post-Brexit
Despite Brexit, the chief investment officer of Deutsche Bank’s wealth division, Christian Nolting, still sees upside potential for equities in the UK and Europe.
Multi-strategy funds limit post-Brexit losses
The three largest multi-strategy funds for sale in Europe have fared better than most other absolute return funds since the UK’s shock vote to leave the EU. However, the Standard Life GARS fund continues to underperform its peers on a longer-term basis.