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Multi-Asset and the Changing Nature of Asset Allocation

Financial advisers will be only too aware that the difference between a comfortable retirement and an uncomfortable one is almost too...

What does Proper Portfolio Diversification Look Like?

It’s a tricky question, because safe haven assets such as developed market government bonds are expensive, so owning them relies on them...

The Relevance of Multi-Asset Investing

We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...

Value versus growth – A misleading binary

The analytical framework set out by Benjamin Graham and David Dodd in 1934 was very intricate, whereas the constituents of value indices...

Response to FT Adviser Article

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...

Strategic Asset Allocation

As is the case with many things in the financial world, there is no one clear definition of the term ‘strategic asset allocation.’ While...

Learning the language: Terms and Taxonomy of Multi-Asset Funds

Just like in any industry, the world of investing has its own particular terminology and taxonomy. Nowhere is this more apparent than in...

Multi-Asset Funds: The Great All-Rounders

In this article I take us a step further and show how to choose a multi-asset fund, explain the importance of asset allocation, and look...

The Evolution of Multi-Asset Funds

To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...

Make Your Move with Multi-Asset Investing

The concept of multi-asset investing has existed for many years, and many investors hold multi-asset funds in their retirement portfolio....

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