Latest multi-asset & multi-strategy thinking
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The week in markets: Calm heads required amid continued volatility
11 Apr 2025
As tariff turbulence continues, we round-up what's happened in markets this week and how we are positioning portfolios.
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UK Spring Statement: What it means for markets and the economy
27 Mar 2025
Vasileios Gkionakis, senior economist and strategist at Aviva Investors, gives his initial reaction to the UK spring budget, outlining what it might mean for UK financial markets and sterling.
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Bond investing: Five things to know about bonds
7 Mar 2025
In this article, we explain key concepts of bond investing, such as yield and duration, explore the role of bonds in investment portfolios and look at the current state of the bond markets.
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The cash conundrum: Five things to know about cash, saving and investing
7 Feb 2025
In this article, we explore the logic behind holding assets in cash, the difference between saving and investment, and why a longer-term focus may help investors achieve their objectives.
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Beyond bonds: Finding diversification in an era of higher rates volatility
27 Nov 2024
Bond markets are jumpy once again following recent political developments. Rising deficits and renewed inflation risk mean bond market volatility, and with it the search for alternative sources of portfolio diversification, looks to be here to stay.
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Rethinking retirement: Five trends redefining financial advisers’ retirement planning
31 Oct 2024
Retirement today looks quite different from previous generations. With longer life expectancy, fluctuating market conditions and higher costs of living, planning for it has become increasingly complex. In this article, we explore five reasons why financial advisers should rethink retirement to help clients secure their financial future.
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Multi-asset allocation views: Where next for markets after the summer storms?
9 Oct 2024
Volatility returned to markets in the third quarter of the year. While the short-term drivers are not unduly worrying, Sunil Krishnan argues multi-asset investors will need to be watchful over the medium term.
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Winds of change: The importance of a strategic asset allocation in multi-asset funds
4 Oct 2024
When market conditions change, solid foundations are paramount for multi-asset funds. Strategic asset allocation, diversification and risk management are key building blocks to help deliver consistent returns.
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Tech’s tightening grip: What rising US stock concentration means for equity investors
8 Apr 2024
Soaring technology share prices have driven US stock market concentration to unprecedented levels and pushed the US market to a record premium relative to other markets. While both trends could persist, investors need to be aware of the implications, argues Joao Toniato.
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Heading for a soft landing? A Q&A with Peter Fitzgerald and Ian Pizer
14 Feb 2024
The managers of the AIMS Target Return strategy explain why equities look to be a better option than bonds given growing expectations the US central bank has engineered a “soft landing”.
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Elections, rates, AI and China: Four disruptive themes shaping the multi-asset outlook
14 Dec 2023
Sunil Krishnan highlights the key themes for multi-asset investors to monitor in 2024.
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Softly does it? A Q&A with Peter Fitzgerald and Ian Pizer
24 Oct 2023
The managers of the AIMS Target Return strategy explain why the prospects for a range of asset classes suddenly look much brighter.
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