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Miton funds continue low-risk approach
MAM Funds is continuing to favour low-risk assets for its CF Miton strategic portfolio and CF Miton special situations funds due to the current market uncertainty.
Numis sees drive for closed funds
Numis Securities believes interest from multi-managers will drive demand for specialist closed-ended funds investing in areas that cannot easily be accessed through Oeics and unit trusts.
Multi-manager View
Diaries in December and January are filled with presentations from different organisations where they put forward their outlook for the coming year. It may be a bit of a generalisation but, to cynical investors, the equity-oriented houses tend to be more positive than the bond-oriented houses, which could be seen as propounding a gloomy outlook to make bonds a more attractive investment.
Europe crisis sees Apollo look to Asia
Apollo Multi-Asset Management is more optimistic about the global economy this year but warns of the potential for market corrections due to the uncertain outlook.
Aviva goes for tactical ETF trades during volatility
The multi-manager team at Aviva Investors has invested in exchange traded funds three times since taking over the reins of the firm’s multi-manager funds last August.
Thames River backing equities
Thames River Multi-Capital is wary of last year’s best-performing sectors.
Aviva looks to mandates for flexibility
The multi-asset team at Aviva Investors will be adding a small amount of funds to its manager of manager portfolios to bring the flexibility of these portfolios in line with its fund of funds range.
Apollo Fofs outperform
Apollo Multi-Asset Management’s cautious and balanced funds of funds have outperformed their respective benchmarks at their third anniversary despite a difficult 2011.
Hawksmoor sees opportunities in badly performing sectors
Hawksmoor Investment Management is spotting opportunities in sectors that are currently performing badly such as emerging market debt and corporate bonds.
Summit and nothing
Alot of hope was invested in the December summit of European Union leaders. Alas, it was a triumph of hope over experience. After almost 18 months of talking shop and tinkering, one might have expected the market to have developed a stronger sense of cynicism.
Premier looks to secondary structured product market
Premier Asset Management is finding opportunities on the secondary market among structured products that are trading below their face value.
Blacksquare rings the changes for 2012
The managers of funds that have made negative contributions to the recent performance of Blacksquare Capital’s fund of funds have reduced risk and will be monitored by Blacksquare in preparation of portfolio changes in 2012.
Premier sees long-term value in Euro equities
Premier Asset Management’s multi-asset team has no intention of reducing its multi-asset growth fund’s exposure to European equities as the region’s political crisis trundles on.
Hawksmoor targets reinsurance with global fund
Hawksmoor Investment Management has introduced the Polar Capital global insurance fund to its Vanbrugh fund of funds.
Multi-manager View
With cash generating poor rewards, especially in real terms, many investors are looking to equity income for returns - and many multi-managers too.
Thames thinks small for better performance
Thames River Multi-Capital says smaller funds tend to consistently outperform because they take sufficient risk, unlike many of their bigger counterparts.
Premier builds on John Laing infrastructure fund
Premier has topped up its holding in the John Laing infrastructure fund in its multi-asset distribution and brought this closed-ended fund in to its conservative growth fund of funds.
Multi-manager View
”For the last 20 years, when a private investor has consulted their financial adviser, they would be asked if they wanted to own stocks or bonds or a mix. In more recent times, risk might have been quantified, volatility explained and the time horizon emphasised.
Analysis
Absolute return versus multi-asset investing
Cherry Reynard looks at the differences in approach between absolute return and multi-asset funds.
Multi-manager View
Multi-manager View
Diaries in December and January are filled with presentations from different organisations where they put forward their outlook for the coming year. It may be a bit of a generalisation but, to cynical investors, the equity-oriented houses tend to be more positive than the bond-oriented houses, which could be seen as propounding a gloomy outlook to make bonds a more attractive investment.
Multi- manager View
In response to the after-math of World War I, British Prime Minister David Lloyd George was quoted as saying: “The economic mechanism of Europe is jammed”. Such a logjam of financial markets currently threatens to take hold if a credible solution to the current eurozone troubles is not forthcoming.
Certain uncertainty
We currently live in a bi-polar world. Investors are faced with a myriad of dichotomies dictating any number of outcomes. Prominent conundrums facing asset allocators in 2012 include the tugs of war between inflation and deflation, anaemic growth and recession and deleveraging and quantitative easing. The “certainty” v “uncertainty” dilemma pervades the whole 2012 investment landscape. Against such a backdrop, we try to take a step back and build our outlook around the “certainties” ...
Bright side
The team and myself are delighted to reveal that our collective resolution is to focus as much on the positives as the negatives in financial markets and the economy in 2012. With a positive mindset, we are asking whether the market moves higher can last? Possibly, rather than probably, would be our view.
Summit and nothing
Alot of hope was invested in the December summit of European Union leaders. Alas, it was a triumph of hope over experience. After almost 18 months of talking shop and tinkering, one might have expected the market to have developed a stronger sense of cynicism.
Multi-manager View
”For the last 20 years, when a private investor has consulted their financial adviser, they would be asked if they wanted to own stocks or bonds or a mix. In more recent times, risk might have been quantified, volatility explained and the time horizon emphasised.
