Asset Allocation

The multi-asset perspective, covering trends across key asset classes and relative weightings between them.

Asset Allocation
Simon Petris, PhD

Over the past 30 years, traditional fixed income investors have benefited from the tail wind of falling rates and a long-term bull market for bonds. However, with interest rates at historically low levels, investors are quite rightfully questioning the future role of traditional fixed income in a balanced portfolio. With... Show More

Expert Insights

Fund managers all have their own individual processes when it comes to selecting investments. Some will be bottom up, others top down. Jordan Cvetanovski, Portfolio Manager, Pengana International Equities, walks investors through his process for portfolio construction, and explains how it enables consistent and stable returns to be achieved over... Show More

Asset Allocation
Tracey McNaughton

I recently checked the quality of my cars’ airbags. The exercise was simple, fast and provided immediate comfort that my car would be safe when faced with treacherous conditions. Such conditions are possibly being faced by investors currently. Its timely, therefore, to check the airbags in your portfolio.Airbags for your... Show More

Asset Allocation
Stephen Bennie

On a recent visit to one of the external managers of our 5 Oceans Fund we asked them for their biggest market worry. The rise of risk parity strategies was the answer.Risk parity strategies are an alternative to the traditional balanced portfolio. The strategy came into being in the 1990s... Show More

Asset Allocation
Scott Haslem

This month we provide an update on how our high and ultra-high-net-worth, family office and not-for-profit clients are invested. Importantly, we also take a look at how they have managed their portfolios through recent volatility—in particular, through the sharp correction in risk at the end of 2018 and the subsequent... Show More

Asset Allocation
Joachim Klement

In the last edition of our Hype Cycle publication on 9 January 2019 we had to put ashes on our head for not having warned of the correction in the fourth quarter 2018. However, we redeemed ourselves somewhat in the last report because there we analysed the sentiment of retail... Show More