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Asset Allocator is an email newsletter providing data and insights for UK DFMs, fund buyers and wealth managers. Sign up here: https://xitter.cf/t.co/jFMNSmYZpb

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Joined May 2023
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36Media
How Quilter Cheviot is shaking up its MPS range ft.trib.al/fHqSbkc

How Quilter Cheviot is shaking up its MPS range

They say bigger is always better. And that’s definitely true for Quilter Cheviot as it celebrates 25 years by expanding its managed portfolio service (MPS) range.

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Bond markets can no longer ‘rely on the kindness of strangers’ amid sell-off ft.trib.al/prvFZoq

Bond markets can no longer ‘rely on the kindness of strangers’ amid sell-off

Bond markets among the G7 can no longer “rely on the kindness of strangers” to help shore up deficits, according to the global chief strategist at HSBC Asset Management.

ftadviser.com
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Savvides turns the tide on Whitmore’s former UK fund at Jupiter ft.trib.al/fEK4OdL

Savvides turns the tide on Whitmore’s former UK fund at Jupiter

With the two-year anniversary of Alex Savvides taking the helm of the Jupiter UK Dynamic fund, we thought it a good time to check in on its progress.

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ESG generation gap widens as performance expectations fall, AIC data suggests ft.trib.al/gHtYE6h

ESG generation gap widens as performance expectations fall, AIC data suggests

The ESG generation gap has widened as performance expectations have dropped.

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Majority of advisers now focused on diversification as tech concentration spooks markets ft.trib.al/WTgFGnf

Advisers now focused on diversification as tech concentration spooks markets

Advisers are worried about US concentration in multi-asset portfolios, new research has suggested.

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What questions should you be asking your hedge fund manager? ft.trib.al/Py3RUct

What questions should you be asking your hedge fund manager?

Apart from “where do you buy your watches”, we have always wondered what sort of questions one should ask a hedge fund manager before allocating to them.

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Do allocators actually want global smaller companies funds? ft.trib.al/cAgBPLS

Do allocators actually want global smaller companies funds?

For the sake of my wardrobe, I hope the adage that things which have been out of fashion for years can once again be bang on trend.

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AJ Bell shakes up Favourite Funds Select list ft.trib.al/luVMyBh

AJ Bell shakes up Favourite Funds and trusts Select list

AJ Bell just shook things up with its latest updates to the Favourite Funds and Investment Trust Select lists for Q3.

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Investec opens property strategy to external wealth managers for the first time ft.trib.al/0xpsvTt

Investec opens property strategy to external wealth managers for the first time

Property funds are the current talk of the town.

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T. Rowe Price increase US tech overweight and embrace government bonds ft.trib.al/JUOOg6r

T. Rowe Price increase US tech overweight and embrace government bonds

While there are myriad reasons for investors to be concerned about the outlook for equities as bond yields rise, and US large cap equities in particular, Yoram Lustig, head of investment solutions at...

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Meeting active managers “crucial” in thematic fund space ft.trib.al/S5OGQ2G

Meeting active managers “crucial” in thematic fund space

It is “crucial” for wealth managers to meet active fund managers before investing, particularly when one is allocating to thematic funds, said Darius McDermott, managing director at Chelsea Financial...

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Isio wary of higher bond yields as a route to returns ft.trib.al/oRh8xcY

Isio wary of higher bond yields as a route to returns

Investors should look beyond headline yields as global bond sell-off deepens, says Isio boss.

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Exclusive: Marlborough increases US and UK equity exposure in latest rebalance ft.trib.al/kwFOVLe

Exclusive: Marlborough increases US and UK equity exposure in latest rebalance

At Asset Allocator, we love handing out exclusives like sweets!

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Fixed income was the focus for investors as summer came to a close ft.trib.al/gcCIRiF

Fixed income was the focus for investors as summer came to a close

Summer inflows continued as investors placed a whopping £894mn into funds this August.

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The assets Evelyn Partners are focused on in inflation fight ft.trib.al/firKhZ6

The assets Evelyn Partners are focused on in inflation fight

Investors face an inflation battle as the assets and sectors that have historically outstripped inflation deliver real returns.

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How TrinityBridge’s Matthew Stanesby picks funds to invest in ft.trib.al/yrFWUmI

How TrinityBridge’s Matthew Stanesby picks funds to invest in

Four “Ps” are central to how TrinityBridge’s Matthew Stanesby picks funds, “people, philosophy, process and performance”.

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Forecasting macro factors ‘more difficult’ in current environment ft.trib.al/haNFwOy

Forecasting macro factors ‘more difficult’ in current environment

Forecasting macro factors is much more difficult than it was in the past.

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Wealth managers are more positive about investment trusts due to discounts ft.trib.al/RgTrXly

Wealth managers are more positive about investment trusts due to discounts

Wealth managers are more positive about investment trusts than they were last year, new research suggests.

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Fidelity Wealthbuilder team move more into US large cap as yield spike bites ft.trib.al/VTvLXwQ

Fidelity Wealthbuilder team move more into US large cap as yield spike bites

Changes are afoot at Fidelity WealthBuilder MPS following a series of tweaks.

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How Redwheel built a billion dollar global value fund in under three years ft.trib.al/rgacaTT

How Redwheel built a billion dollar global value fund in under three years

Fund managers everywhere are chasing the same conundrum, they need a three year track record to get noticed by fund buyers, but struggle to make the economics of the fund work for those painstaking...

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