Portfolio Thinking

 

Portfolio Thinking

Will higher fees make your retirement pot go up in smoke?

This blog comes with a health warning: Higher fee pots die younger. And the UK government is taking notice.

Read more

Portfolio Thinking

Correlation galaxies – how to grasp asset class behaviour over time

Correlations show us how assets have moved relative to each other in the past. As multi-asset investors, one of our key objectives is to identify assets that improve diversification. To do this, we try to combine assets with low or even negative correlations. This sounds easy, but can be surprisingly difficult in reality.

Read more

Portfolio Thinking

Emerging by name, emerged by nature

Emerging market assets have long been a source of both potential profit and peril for investors. 2017 saw an incredible streak of capital inflows into emerging market equities, bonds and currencies. Whilst returns are still characteristically volatile, this historically maverick asset class has become more mature and resilient than ever before, as was highlighted during February's market sell-off.

Read more

Portfolio Thinking

The linker tail

The UK inflation-linked government bond ('linker') market is dominated by vast UK defined benefit pension schemes. Derisking by schemes tends to increase demand for linkers as equity prices rise, pushing up their prices. For multi-asset investors seeking diversification, that could make them less attractive to buy.

Read more

Portfolio Thinking

Do you have a Scooby Doo about the active / passive debate?

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?

Read more

Portfolio Thinking

UK - The inflation nation?

Unlike their US or Eurozone counterparts, UK pension funds will readily pay quite a premium for inflation protection. However, that premium is relatively unattractive for multi-asset investors, who we think can find better ways to manage UK and global inflation risks.

Read more

Portfolio Thinking

Adding science to investing in an uncertain world

We live in an uncertain world. With Brexit, Chinese growth and US policy just three of countless risks facing the ongoing bull market in risk assets, this is as true today as it ever was. So what’s an investor to do?

Read more

All posts: 41

Page No: 1

NoOfPages: 6

All posts: /categories/portfolio-thinking/?page=2