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Asset Allocator

@assetallocator_

Asset Allocator is an email newsletter providing data and insights for UK DFMs, fund buyers and wealth managers. Sign up here: https://xitter.gq/t.co/jFMNSmYZpb

 London
ftadviser.com/asset-allocator/
Joined May 2023
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How can you consider a fund with a track record of fewer than three years? ft.trib.al/A2eESKd

How can you consider a fund with a track record of fewer than three years?

It’s an adage oft-repeated in investment circles that a fund needs a three-year track record before it will be considered by the bigger buyers.

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Why Aberdeen is reducing risk in model portfolios right now ft.trib.al/A9nJTKE
Why Aberdeen is reducing risk in model portfolios right now

Why Aberdeen is reducing risk in model portfolios right now

Is it time to reduce exposure to high-risk assets?

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Why AJ Bell haven’t made any portfolio changess this month ft.trib.al/2fl6mBW
Why AJ Bell haven’t made any portfolio changess this month

Why AJ Bell haven’t made any portfolio changess this month

Thanks to some strong portfolio performance, AJ Bell didn’t need to tweak any allocations for its funds or MPS in its latest rebalance.

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Majority of investment trusts have beaten open-ended “sister funds” over the past decade ft.trib.al/jTNvbA9
Majority of investment trusts have beaten open-ended “sister funds” over the past decade

Majority of investment trusts have beaten open-ended “sister funds” over the past decade

The Eurythmics famously proclaimed that sisters are doing it for themselves. But that might not be the case within the financial world where new data has found that the majority of investment trusts...

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How are wealth managers thinking about duration right now? ft.trib.al/06pl0U9
How are wealth managers thinking about duration right now?

How are wealth managers thinking about duration right now?

Rathbones Asset Management’s David Coombs has increased duration ahead of Budget.

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Inside Legal and General’s £730mn model portfolio range ft.trib.al/w4QvCV9
Inside Legal and General’s £730mn model portfolio range

Inside Legal and General’s £730mn model portfolio range

The “service” in model portfolio service is becoming increasingly important and a source of growth in a market that has been deluged with new entrants, according to Nicola Morgan Brownsell, head of...

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Commodities can still play the role of safe haven asset class ft.trib.al/2bnan1K

Commodities can still play the role of safe haven asset class

Commodities should serve as a reliable safe haven in the event of an equity downturn next year.

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Is the tide turning for UK equity fund demand? ft.trib.al/3pj3rfj

Is the tide turning for UK equity fund demand?

UK large-cap ETFs have experienced a significant surge in momentum, attracting £3.38bn in net inflows this year.

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How Quilter Cheviot is shaking up its MPS range ft.trib.al/fHqSbkc
How Quilter Cheviot is shaking up its MPS range

How Quilter Cheviot is shaking up its MPS range

They say bigger is always better. And that’s definitely true for Quilter Cheviot as it celebrates 25 years by expanding its managed portfolio service (MPS) range.

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Bond markets can no longer ‘rely on the kindness of strangers’ amid sell-off ft.trib.al/prvFZoq
Bond markets can no longer ‘rely on the kindness of strangers’ amid sell-off

Bond markets can no longer ‘rely on the kindness of strangers’ amid sell-off

Bond markets among the G7 can no longer “rely on the kindness of strangers” to help shore up deficits, according to the global chief strategist at HSBC Asset Management.

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Savvides turns the tide on Whitmore’s former UK fund at Jupiter ft.trib.al/fEK4OdL
Savvides turns the tide on Whitmore’s former UK fund at Jupiter

Savvides turns the tide on Whitmore’s former UK fund at Jupiter

With the two-year anniversary of Alex Savvides taking the helm of the Jupiter UK Dynamic fund, we thought it a good time to check in on its progress.

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ESG generation gap widens as performance expectations fall, AIC data suggests ft.trib.al/gHtYE6h
ESG generation gap widens as performance expectations fall, AIC data suggests

ESG generation gap widens as performance expectations fall, AIC data suggests

The ESG generation gap has widened as performance expectations have dropped.

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Majority of advisers now focused on diversification as tech concentration spooks markets ft.trib.al/WTgFGnf
Advisers now focused on diversification as tech concentration spooks markets

Advisers now focused on diversification as tech concentration spooks markets

Advisers are worried about US concentration in multi-asset portfolios, new research has suggested.

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What questions should you be asking your hedge fund manager? ft.trib.al/Py3RUct
What questions should you be asking your hedge fund manager?

What questions should you be asking your hedge fund manager?

Apart from “where do you buy your watches”, we have always wondered what sort of questions one should ask a hedge fund manager before allocating to them.

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Do allocators actually want global smaller companies funds? ft.trib.al/cAgBPLS

Do allocators actually want global smaller companies funds?

For the sake of my wardrobe, I hope the adage that things which have been out of fashion for years can once again be bang on trend.

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AJ Bell shakes up Favourite Funds Select list ft.trib.al/luVMyBh
AJ Bell shakes up Favourite Funds and trusts Select list

AJ Bell shakes up Favourite Funds and trusts Select list

AJ Bell just shook things up with its latest updates to the Favourite Funds and Investment Trust Select lists for Q3.

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Investec opens property strategy to external wealth managers for the first time ft.trib.al/0xpsvTt
Investec opens property strategy to external wealth managers for the first time

Investec opens property strategy to external wealth managers for the first time

Property funds are the current talk of the town.

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T. Rowe Price increase US tech overweight and embrace government bonds ft.trib.al/JUOOg6r
T. Rowe Price increase US tech overweight and embrace government bonds

T. Rowe Price increase US tech overweight and embrace government bonds

While there are myriad reasons for investors to be concerned about the outlook for equities as bond yields rise, and US large cap equities in particular, Yoram Lustig, head of investment solutions at...

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Meeting active managers “crucial” in thematic fund space ft.trib.al/S5OGQ2G
Meeting active managers “crucial” in thematic fund space

Meeting active managers “crucial” in thematic fund space

It is “crucial” for wealth managers to meet active fund managers before investing, particularly when one is allocating to thematic funds, said Darius McDermott, managing director at Chelsea Financial...

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Isio wary of higher bond yields as a route to returns ft.trib.al/oRh8xcY
Isio wary of higher bond yields as a route to returns

Isio wary of higher bond yields as a route to returns

Investors should look beyond headline yields as global bond sell-off deepens, says Isio boss.

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