Multi-Asset

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

Clients were faced with harsh realities last year and many are still reeling from the changes

While inflation is expected to rise after last year’s lows, it will likely be transitory. Sunil Krishnan explores what this means for the economy, yield curves and equity markets.

Four criteria

A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management

Trend accelerated by pandemic

Invisible risks

Alex Funk to become CIO

UK dividends down

Seven value criteria