Multi-asset funds outnumber bond funds – Lipper
There are now for the first time more multi-asset funds than bond funds for sale in Europe, according to statistics released by Lipper.
Multi Asset
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Multi-strategy funds limit post-Brexit losses
The three largest multi-strategy funds for sale in Europe have fared better than most other absolute return funds since the UK’s shock vote to leave the EU. However, the Standard Life GARS fund continues to underperform its peers on a longer-term basis.
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Concentration of GARS’ return drivers cause for concern – Fundhouse
Rating firm Fundhouse has voiced concerns about the lack of diversified sources of return within SLI’s GARS fund.
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Investor exodus from defensive multi-asset funds
Multi-asset funds lost money for the second consecutive month in February, for the first time since March 2009. Funds that invest mainly in bonds have been bleeding most of late, while medium-risk funds actually saw net inflows.
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Multi-asset funds see first outflows since 2011
Multi-asset funds saw their first net outflows in more than four years in January, according to fresh Morningstar data. The outflows were the biggest since October 2008.
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Matthias Hoppe – The risk factor
Franklin Templeton Solutions vice-president Matthias Hoppe drills down on the risks and rewards of asset classes and the importance of diversification.
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Portuguese investors replace bonds with absolute return
Portugal’s fund selectors are switching part of their bond allocations to absolute return funds. They now have between 10% and 15% of their portfolios allocated to absolute return, and that share is rising.
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Interview – Kames’s Steve Kenny on the multi-asset mania
Steve Kenny talks about the move to diversified, multi-asset funds and the ever-changing demands of European fund selectors.
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Flows into multi-asset funds dry up
Investor enthusiasm for multi-asset funds is on the decline. Though asset flows are still positive, they are now at their lowest level since August 2012. Are the heydays of multi-asset funds over?
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Will multi asset funds really deliver as markets head down?
Since Markowitz, multi-asset investing has been increasingly “en vogue”. The other trait that has caught the imagination – as well the attention of the regulators – is risk assessment.
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Investors keep pouring money into GARS – is that a good idea?
The SLI GARS fund was the best-selling mutual fund in Europe in November, taking in €1bn in net new money. However, there are multi-strategy funds that perform much better.
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Brendan Murray’s guide to navigating uncertain macro weather
In this video interview, Putnam Investments’ Brendan Murray explains how growth and inflation impact the performance of different investment strategies.