8 articles from
Digging into the defensive toolkit
A well-articulated investment philosophy is the cornerstone of prudent financial advice. It defines not only how capital should be deployed, but more importantly, why.
The strategic case for centralised investments
The wealth management industry is undergoing a profound transformation, with change arriving through many vectors. Decentralised advice models, in which advisers control both the client relationship and investment decision-making, are beginning to show their limitations.
Behind the real-asset renaissance: Inflation-hedging adds to diversification benefit
Today’s ever-shifting global economy, real assets including tangible investments like property and infrastructure are no longer just interesting additions to a portfolio, they’re becoming foundational. Once seen as niche or supplementary, their inherent qualities now place them at the heart of robust investment strategies, helping investors confidently navigate complex markets, manage specific risks, and secure reliable returns.
Individual sleeves show the portfolio tailor’s skill
For financial advisers, balancing the need for personalisation with the imperative for scale has long been a core challenge. However, the use of modular portfolio design through individual sleeves is redefining this balancing act. .
The hidden engine behind advisory growth
As the wealth management landscape evolves, leading financial advisers are no longer just portfolio managers, they are strategic business operators. In this context, investment consultancy Atchison views portfolio construction not as a back-office function, but as a critical growth lever.
The great debate: to alt, or not to alt?
As the investment landscape evolves, the role of alternative investments remains a topic of debate. Some argue that traditional asset classes – shares and fixed income – are sufficient to build a well-diversified portfolio, while others see alternatives as essential for achieving uncorrelated returns and risk-adjusted growth. Here, we explore both perspectives.
Head-to-Head: The emerging market edge
Active managers with sector-specific knowledge really flex their muscles when dealing with countries in the midst of sustainable economic development. In this data-driven comparison, Mishan Dahia from Atchison Consultants looks at two prominent emerging funds.
Leaders & Laggards: Magellan Global Infrastructure vs ClearBridge RARE Value Infrastructure
In this head-to-head battle, Atchison Consultants analyst Mishan Dahia pitches Magellan and Clearbridge against each other in an infrastructure performance match up. Which one leads, and which one lags?