Asset Allocation

Equities

Advyzon’s Huckstep: ‘Pessimistic but short of outright bearish’ as we head into second half of the year

Brian Huckstep, chief investment officer at Advyzon Investment Management talks to Investment Strategy about valuations and his near-term predictions.

Fixed Income

Treasuries to stabilize amid aggressive Fed hiking

The second half of the year should provide bond investors with some much-needed stability, while considering longer-dated Treasuries for portfolio balancing.

Data

Leveraging machine learning to outperform traditional model portfolios and funds

Technology can remove the human bias in investing, whilst also offering investors exposure to the securities they own, but with reduced drawdown, minimized volatility and lower beta.

Data

Asset owners seek to untangle the Gordian knot of ESG challenges

Putting ESG policy into practice is a challenge for asset owners, partly due to the fact that many AOs outsource some or all their investment management responsibilities.

Macro

European financial advisers remain optimistic despite the unpredictable outlook

A recent survey showed advisers wanted to shift the focus of their business from portfolio management to financial planning to strengthen long-term relationships.

ESG

Incorporating climate transition into capital market assumptions

The impact of climate transition through macroeconomic and corporate fundamental variables will influence asset pricing and therefore asset allocation for investors.

Equities

‘You pay a very high price in the stock market for a cheery consensus’: The value perspective on Fed rate rises

Investment Strategy spoke to value managers to understand how the recent rise in interest rates has changed their perspective on equity markets.

ETFs

Advisers expect considerable inflows to thematic ETFs by the end of 2022

The HANetf thematic survey revealed that 90% of wealth managers and advisers expect to increase their exposure to thematic ETFs over the next 12 months.

Macro

Tune out the noise and focus on time horizons

Vanguard's Ryan Barksdale encourages advisors to focus on portfolio fundamentals and ignore the noise in markets.

Fixed Income

Morningstar’s Norton: “Plan for a range of factors and let valuation be a deciding factor”

In a challenging environment for investors and advisors, what can be done to build resilient multi-asset portfolios?