Story by: Joy Dunbar, Financial Adviser
The future of investment for advisers is for multi-managers like Octopus creating a mini discretionary service using platforms, according to its chief investment officer Lothar Mentel.
Two open-ended structured product fund-of-funds have been launched by multi-manager Architas.
Margetts Opes Growth manager Wayne Buttery has reinvested a 30 per cent cash position in equities over recent months, acknowledging that his concerns may have been overcautious.
Neptune Investment Management has delivered a gloomy verdict on swathes of the Japanese market, despite short-term interest from managers, following a trip to the region.
Architas Multi-Manager has launched two diversified multi-manager funds, offering investors capital growth and some downside protection.
Merrill Lynch has appointed HSBC's Edward Raymond as senior portfolio manager within its wealth managemnt discretionary business, Merrill Lynch Portfolio Management (MLPM).
Beijing-based investment manager Lowes Wealth Management (LWM) has launched a distribution company in the UK to help market its £3.6m east-west value fund to small IFAs.
Multi-manager cash positions are at their lowest level for more than 18 months, according to Fraser Donaldson from Defaqto.
Insight Investment has trimmed its Asia exposure in its multi-manager fund Diversified Target Return fund because "it ran so hard", according to Mike Pinggera, head of multi-asset group.
F&C's multi-manager team have introduced an active US exposure to their overseas equity allocation across its fund portfolios.
The investment roadshows to have made their way around the UK – some of which have featured in these pages – have focused on the asset classes and investment strategies suggested to help IFAs tackle the challenging markets.
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Last year, markets were led by a rebound in oversold, indebted cyclical stocks and direction-driven trading in the banking, technology and mining sectors
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There’s something rotten in asset management. Maybe that turn of phrase doesn’t have the same ...