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Analysis

Positioning multi-asset portfolios in uncertain times

31 October 2017 • By Matthew Merritt • 1 min read

Positioning multi-asset portfolios in uncertain times

Multi-asset portfolios should be well diversified across sources of return as well as asset classes, writes Insight Investment’s Matthew Merritt. ...

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Positioning multi-asset portfolios in uncertain times

Why MiFID II matters for Australia

The Markets in Financial Instruments Directive, or MiFID II, comes into force on 3 January 2018 – and it will affect Australian firms that operate...

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Positioning multi-asset portfolios in uncertain times

Five unconstrained fixed income ideas

Global bond markets continue to offer plenty of opportunities for flexible, unconstrained investors, writes JP Morgan Asset Management’s Nick Gartsi...

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Positioning multi-asset portfolios in uncertain times

What’s next after Xi consolidates power?

After President Xi Jinping consolidates power at the People’s Congress this week, he is likely to turn his attention to three major economic reforms...

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Positioning multi-asset portfolios in uncertain times

Getting on board the ‘grey nomad’ caravan

The “outdoor active” sector is benefiting from a structural change in consumer behaviour, writes Munro Partners’ Nick Griffin – and it is cr...

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Positioning multi-asset portfolios in uncertain times

How the NPP will transform investing

The introduction of the New Payments Platform in late 2017 is likely to spell good news for both asset managers and investors, writes Link Fund Soluti...

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Positioning multi-asset portfolios in uncertain times

What’s next for Europe after Merkel’s win?

Despite Angela Merkel’s victory in the recent German election, the increased level of support for extremist parties has some investors worried, writ...

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Positioning multi-asset portfolios in uncertain times

Are CCIVs in Australia worth the wait?

The introduction of corporate collective investment vehicles (CCIVs) will be a “game changer” for the Australian funds management industry, writes...

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Positioning multi-asset portfolios in uncertain times

Central bankers must avoid a ‘misstep’

The signs are pointing to the great global monetary policy experiment of extraordinarily low rates and global QE slowly coming to an end, but central ...

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Positioning multi-asset portfolios in uncertain times

The ‘most valuable player’ of investing

With football finals and awards season almost upon us, it is worth considering what it would take to win a ‘most valuable player’ award for invest...

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