Multi Asset/Multi Manager

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Asset allocation update

As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Do turkeys vote for Christmas?

Misinformation is rampant ahead of the UK election, as if things weren’t chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result. more...

Investment Webcast for Financial Advisers and Paraplanners - Aviva Investors: Earth, Wind and Fire: Do you remember, … September?

A lot has happened in markets since September 2018. Ironically, concerns about slowing growth led to the Fed’s “dovish pivot”, which in turn has boosted returns across a range of financial assets. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Time to buckle up

New threats require new defences. Our head of multi-asset investments David Coombs explains how he’s filling the sandbags to protect his funds against a populist storm. more...

Investment News for Financial Advisers & Paraplanners - Seneca: Active management and the predictability of markets #2: Robert Shiller

This is the second in a series of four of my investment letters dedicated to active management, focussing on some of the key figures involved in the study of market predictabilities. Having last month written about the “father of modern finance”, Eugene Fama, this month I take a look at Yale economist, Robert Shiller. more...

Investment News for Financial Advisers and Paraplanners - Prudential Multi – Multi - Asset Investment Update

Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Fed’s rate cuts, notable investment activity across Q2 and also outlines if there’s cause for concern when it comes to the mixed macro picture that’s appearing. more...

Investment news for Financial Advisers and Paraplanners - Seneca Global Income & Growth Trust plc factsheet is now available

The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many? more...

Investment News for Financial Advisers and Paraplanners - Invesco: The Polish economy is bucking the trend – and what this meant for our portfolio

Whilst most European economies are struggling, the Polish economy is defying expectations: it has seen solid growth rates, strong wage growth and an improved current account balance relative to history. more...

Partner Event for Financial Advisers and Paraplanners - Defaqto: October Roadshow program: Drawdown, slowbalisation and sustainable investing

Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions. more...

Investment update for Financial Advisers and Paraplanners - Active management and the predictability of markets #1: Eugene Fama

According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists. more...

Investment webcast for Financial Advisers and Paraplanners - Invesco: Webcall replay: Multi asset Q2 2019 review and macroeconomic outlook

In this webcall, Multi Asset Product Director, Clive Emery covers performance of the multi asset teams fund, any changes made to it during the second quarter of 2019 and the Henley-based macroeconomic outlook for 2019. more...

Investment News for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Brexit reset

What would a Martian think of the Brexit argument – or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK. more...

Investment News for Financial Advisers and Paraplanners - Seneca: It’s time to specialise – White Paper and Webinar

As the global economy may be overdue for a downturn with increased geo-political uncertainty, Seneca IM believes adding specialist assets such as real estate investment trusts, infrastructure and specialist financials to an investment portfolio makes sense. more...

Investment news for Financial Advisers & Paraplanners - Seneca: latest fund factsheets are now available

At Seneca Investment Managers we are experts in Multi-Asset Value Investing and would like to help guide you on your search. We think our results speak for themselves. more...

Investment webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Multi-asset - Multi purpose

In this webinar, Roger Perry will cover: - how financial advisers can use multi-asset funds for growth - how to use multi-asset funds to generate a natural income - how to use multi-asset funds as a part of your CIP - how financial advisers can evidence multi-asset recommendations by using Defaqto Engage more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Road kill

Will McIntosh-Whyte of Rathbones, reflects on the risky business of managing multi-asset funds, and why you should always remember the Green Cross Code. more...

Investment news for Financial Advisers & Paraplanners - Prudential: What’s the benefits to advisers and clients of risk bound fund families?

Find out about the benefits in the new Defaqto risk bound fund family report. It provides a regulatory update, an overview of the multi-asset fund universe and a framework for rating and selecting from both a quality and suitability point of view. more...

Investment news for Financial Advisers & Paraplanners - Latest Seneca Global Income & Growth Trust plc factsheet is now available

The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many? more...

Investment news for Financial Advisers & Paraplanners - Defaqto: Fettered versus unfettered funds

Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: 10 years ago, I dreamed a dream

They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: A ray of sunshine

David Coombs gets his grump on about the state of global politics. But our head of multi-asset investments is refreshed by the approach of a pragmatic and thoughtful businessman. more...

Investment News for Financial Advisers & Paraplanners - Schroders:

On 20 August 2018, an unknown Swedish teenager called Greta Thunberg stood in solitary protest outside the Swedish parliament. Frustrated at the same unacceptably sluggish action on climate change we highlight in our Climate Progress Dashboard, Thunberg nonetheless cut a lonely figure. A self-proclaimed introvert, it seems unlikely that Thunberg would have envisaged that six months later, around 1.6 million students would protest her cause around the world. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Actions speak louder than tick boxes

Mass reporting on ESG factors could backfire, warns David Coombs, Rathbones head of multi-asset investments. Better to have active engagement and a deeper understanding of the companies you invest in. more...

Investment news for Financial Advisers & Paraplanners - Seneca: Long-term Returns and the Dangers of Complacency

I certainly like the idea of defining volatility in terms of whether you reach your investment goal, rather than short- term volatility. The former risk relates to permanent loss of capital – if you fail to achieve your goal then the shortfall is one you can never make up. Short-term volatility on the other hand should simply be viewed as a cost of seeking to achieve your long-term goal rather than a risk to be avoided – unless you have an absurdly unambitious goal your portfolio will always have its ups and downs from year to year. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Detachment from market mood swings

With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments discusses the importance of having good shock absorbers in your portfolio. more...

Investment News for Financial Advisers & Paraplanners - Seneca IM: Peter Elston Investment Letter - Gold is not what you think it is

In this month’s letter, Peter writes about gold and how it may be an alternative to cash in an investment portfolio in a world in which paper currencies are being debased by central banks. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Thinking for yourself

Don’t let robots blindly guide you, warns David Coombs, our head of multi-asset investments. Algorithms are great investors right up to the point when things change – which is more often than programmers would like. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Keeping multi-asset solutions on track

In an evolving world of tighter monetary policy, increased volatility and moderating growth it is crucial to engineer solutions that can go the distance. more...

Investment news for Financial Advisers & Paraplanners - Seneca Investments Managers: Searching wider for ISA income this year?

LF Seneca Diversified Income Fund is eligible for your clients' ISAs Here at Seneca IM, we understand that investors are having to search wider for an attractive income in their ISA. This is where our Diversified Income Fund can deliver. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Our multi-asset investment views for February 2019

In this month's multi-asset views we discuss the potential for modest gains in risk assets, while remaining mindful that economic growth is weakening. more...

Investment news for Financial Advisers & Paraplanners - Seneca: Searching wider for ISA income this year?

Here at Seneca IM, we understand that investors are having to search wider for an attractive income in their ISA. This is where our Diversified Income Fund can deliver. more...

Investment webcast for Financial Advisers and Paraplanners - Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019

Seneca IM’s Head of Business Development, Stephen Hunter speaks with Peter Elston, CIO, as they discuss his outlook for 2019 as well as the reasons for a late 2018 “Kaboom”. more...

Investment webcast for Financial Advisers & Paraplanners - Aviva Investors Multi-asset Webinar – Beware the Ides of March

Stocks just had their best January in three decades, on the heels of the worst December since 1931. However, should investors now be bracing themselves for a politically turbulent March, given the looming US-China trade talks and Brexit deadline? Or, with the Federal Reserve on pause, should they remain focused on the potential opportunities ahead? more...

Investment webcast for Financial Advisers & Paraplanners - Invesco Global Targeted Returns Fund (UK) – Q4 2018 review

Listen to Clive Emery Multi Asset Product Director discuss the Invesco Global Targeted Returns Fund (UK)’s* performance in Q4 2018, new ideas in the fund, changes to the strategy and the Henley-based Multi Asset team's macroeconomic outlook for 2019. more...

Investment news for Financial Advisers and Paraplanners - Seneca: Peter Elston: Investment Letter

Last year we laid out a road map for a gradual reduction in our funds’ equity exposure, firstly from overweight – in relation to strategic asset allocation (SAA) – towards neutral, then from neutral to underweight. In our latest reduction at the beginning of October, we reduced equity targets for our three public funds – LF Seneca Diversified Income Fund, LF Seneca Diversified Growth Fund, and Seneca Global Income and Growth Trust – to 32.5%, 47.5%, and 52.5% respectively. These positions represent underweights in relation to SAA of 7.5%, 12.5% and 7.5% respectively – the reason the growth fund’s underweight is greater than those of the other two is that it has no requirement to distribute income so can be higher conviction with respect to its tactical asset allocation. more...

Investment news for Financial Advisers and Paraplanners - Seneca: Peter Elston: Investment Letter

Last year we laid out a road map for a gradual reduction in our funds’ equity exposure, firstly from overweight – in relation to strategic asset allocation (SAA) – towards neutral, then from neutral to underweight. In our latest reduction at the beginning of October, we reduced equity targets for our three public funds – LF Seneca Diversified Income Fund, LF Seneca Diversified Growth Fund, and Seneca Global Income and Growth Trust – to 32.5%, 47.5%, and 52.5% respectively. These positions represent underweights in relation to SAA of 7.5%, 12.5% and 7.5% respectively – the reason the growth fund’s underweight is greater than those of the other two is that it has no requirement to distribute income so can be higher conviction with respect to its tactical asset allocation. more...

Investment news for Financial Advisers and Paraplanners - Latest Factsheets from Seneca Investment Managers

Please find in the links below Seneca Investment Managers' latest fund factsheets for the LF Seneca Diversified Income Fund and LF Seneca Diversified Growth Fund. We hope you find them useful. more...

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