Also known as Nukki, the avid Manchester United fan, who during his fund marketing tours regularly sports a tie matching the red colour of his beloved Red Devils’ strip, moved to Legal & General in 2013 from Aviva Investors, where he was part of the multi-asset team responsible for £70bn of investors’ money. The Warwick University Economics graduate began working in the City in 2003, starting out as a senior investment analyst at Aon Consulting before moving to Merrill Lynch in 2007 as a manager research analyst, where he helped to build model portfolios for discretionary fund managers. When he isn’t squinting at his fund spreadsheets, he is a legendary binge-watcher of Netflix and nominated chauffeur driver for his daughters. Whilst injury prematurely ended his illustrious football career, he now engages in the active pursuits of tennis and beer-tasting.
By Justin Onuekwusi - August 07, 2018 2 mins
Short-cuts have their place. If you can avoid complexity and effort, it makes absolute sense to do so. It gives you time to work on other projects, or in my case re-watch The Treble (1999), reliving the good ol’ days. However, when it comes to retirement income, short cuts may be counter-productive and nowhere is this more apparent than with the 4% rule.
By Justin Onuekwusi - March 22, 2018 5 mins
The active versus passive debate consistently generates conflicting advice. The potential for active managers to side-step a falling market is one frequently cited factor. But have regional equity funds actually outperformed their respective indices during market corrections?
By Justin Onuekwusi - April 10, 2017 3 mins
Spring has sprung but for many investors and financial advisers there’s still a chill in the air. The performance of UK active managers is once more in the spotlight and yet again threatens to reignite the active versus index debate. This time it is S&P Dow Jones which highlighted that nearly nine out of ten UK equity funds sold in Europe lagged behind their benchmarks in 2016.