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Brilliant Investment Thinking by Advisers for Advisers.
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Diversification is a free lunch, but you get what you pay for

Diversification is one of the most effective tools an investor can use, for the simple reason that spreading risk means you are unlikely to get wiped out if...

Analysts make the case for exposure timing and structured correlation

As an ever-more-connected world makes it harder to deliver uncorrelated portfolios, there are still strategies investors can use to add diversification....

Last mile for tightening as sovereign wealth investment themes come into view: Invesco

Inflation is in a transitory phase but the downward trend looks set to continue. Sovereign funds around the world are adjusting accordingly, with 5 major...

Active v passive reimagined: When imperfect is perfect

The popular debate lacks nuance. Neither are foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.

A rocky net zero pathway: Amundi

Taking a long-term view of disruptive trends, and their implications on long-term asset class forecasts and strategic allocation, Amundi shares its updated...

In falling markets, dollar-cost averaging can help reduce exposure

Dollar-cost averaging allows investors to be in the market for the good days as well as the bad. This can help reduce exposure to market declines, as recent...

Investors revisiting 60/40 split as slowdown threatens share returns

The traditional 60/40 portfolio mix of shares and bonds may be due a shakeup in 2023, as market participants look to add fixed-income exposure to help offset a...

Less millionaires, more money as $5M to $10M investible asset cohort grows

Recent research reveals high-net-worth investors have reduced in number this year while accumulating more investable assets, with this cohort taking a "more...

Asset Allocation & Portfolio Construction Symposium Summary

It has become clear that investment returns will be challenging in the coming decade. The focus on intra-sector questions like value versus growth, energy or...

Midyear Outlook: Income arrives in many shapes and sizes

Income arrives in many shapes and sizes     The first half of 2022 has been challenging for investors across all asset classes, and the uncertainties...

A closer look at the top inflation-linked strategies in 2022

In a year marred by rising volatility, inflation, war and supply disruptions, sharemarkets fought a battle between positives and negatives which weighed on...