Industry news and views from Panacea and our partners.
Multi Asset/Multi Manager_
Schroders: Our multi-asset investment views - January 2026
We have downgraded our view on commodities to neutral but continue to like gold as a diversifier.
Baillie Gifford Multi Asset Investment Update Webinar
Please join us at our Multi Asset Investment Update on Wednesday 19 January at 10:00am.
Baillie Gifford: Inflation risks: calibrating multi-asset income investment tactics
Changing workforce demographics, Covid and climate change are pushing prices higher, leading to investment strategy shifts.
Jupiter: Flexibility will be key in 2022
Talib Sheikh and Jupiters Multi-Asset team take stock of a tumultuous period and look ahead to 2022, when flexibility will be key in a volatile investing environment.
Aviva Investors: Multi-asset allocation views: Emerging themes for portfolio diversification
Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.
Aviva Investors: Multi-asset allocation views: Emerging themes for portfolio diversification
Diversification is a core tenet of multi-asset investing. Sunil Krishnan explores thematic ideas that may help diversify portfolios in the current market environment.
Rathbones In the KNOW blog: Spicy stocks and birthday treats
Punchy valuations for high-growth stocks are at risk of getting upended by any rise in bond yields. Our head of multi-asset investments, David Coombs, explains why hes building up his cash.
Rathbones In the KNOW blog: If in doubt, say nowt
Our film buff head of multi-asset investments, David Coombs, still hasnt given up the dream of making it in show biz. Phase one: a brand new podcast for you to enjoy.
Jupiter: Making the trend your friend with multi-manager portfolios
As a team we have seen many inflection points in markets over the years points at which the mood of investors shifts, sometimes by 180 degrees, a new market trend starts and one needs to adapt or be left behind. We are by nature patient investors who prefer to hold a steady course through the ups and downs of market movements, but when it becomes clear to us that we have reached an inflection point that is when we take swift and decisive action.
Rathbones In the KNOW blog: Yes, fund manager
Once the pandemic is in the rear view, the UK has the chance to remake itself, argues our Minister for Administrative Affairs, David Coombs. Or is he our head of multi-asset investments
M&G: A multi asset approach to ESG integration
Over the course of only a few years, economic, social and governance (ESG) integration has become a mainstream feature of investment funds. Together with regulatory requirements, the availability of ESG-relevant data and clients demands have driven a shift towards the inclusion of financially material ESG parameters across many investment strategies.
Rathbones In the KNOW blog: Looking for canaries
Several big scandals over the past year have got our veteran head of multi-asset investments, David Coombs, reminiscing again. But is that a canary he hears or tinnitus?
Rathbones In the KNOW blog: Sort by lowest price
Price is what you pay, value is what you get. Our multi-asset investment specialist, Craig Brown, is looking for a new car and is wary about the risks hiding under the bonnet.
Aviva Investors: Multi-asset allocation views: Room to grow
The early part of a year gives investors an opportunity to take stock. Sunil Krishnan reflects on how the current environment is shaping our views for multi-asset portfolios.
Prudential Quarterly Update March 2021
There is a lot of market volatility surrounding markets, but what is causing it? Charles Griffith, Head of Multi-Asset Portfolio Management, provides us with his analysis and outlook for the markets.
M&G: Drivers and developments in sustainable multi-asset investing
Sustainable investment approaches look to the future, by investing responsibly and supporting the environment and society.
Aviva Investors: Go forth and diversify: Building resilience in multi-asset funds
A robust multi-asset strategy depends on three factors: built-in responsible investment, strong portfolio construction and dynamic management.
Prudential have added to their range of sustainable multi asset funds
Prudential have added to the wide range of investment options already available on the Retirement Account, with the introductions of M&Gs Climate Solutions Fund and sustainable multi-asset fund range.
Aviva Investors: Multi-asset ESG update: What have banks got to do with climate change?
In the first of a new regular series on how ESG considerations are integrated into our multi?asset investment process, Shane OBrien explains how consistent engagement with a well?known UK financial institution led to a positive commitment on climate change.
Aviva Investors: Multi-asset allocation views: Changing seasons, changing dynamics
After a strong summer, conditions are changing in asset markets. Sunil Krishnan assesses the risks and opportunities for investors.
Prudential: What's the role of active and passive funds within multi-asset portfolios?
The debate on the merits of active and passive investing has raged on for many years and various forces have combined to build a huge groundswell of support for passive funds of all types.
Rathbones In the KNOW blog: Insomnia in the trenches
The shock of the pandemic has made many businesses question how and why they do things. You shouldnt underestimate how valuable these re-evaluations are, argues head of multi-asset investments David Coombs. Or underestimate the changes they could have on the future.
Square Mile Research: Talking Factsheet: Premier Multi-Asset Growth & Income
The Premier Multi-Asset Growth & Income fund is a multi-asset strategy which aims to provide capital growth. Watch the Talking Factsheet to hear the latest from Square Mile.
Rathbones In the KNOW blog: Ch Ch Changes?
They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
Rathbones In the KNOW blog: The price of everything, the value of nothing
Sparring with travel providers over COVID kerfuffles brings home the importance of customer service for head of multi-asset investments David Coombs. For him, its worth paying for.
Rathbones In the KNOW blog: Testing times
A DIY COVID-19 antibody test takes a lot out of our multi-asset portfolios fund manager Will McIntosh-Whyte. Cleaning up the mess, hes reminded of why becoming an armchair expert is dangerous for investors.
M&G webcast: a sustainable multi-asset approach to investing
Please join us at our next webcast with Maria Municchi, Fund Manager of the M&G Sustainable Multi Asset Fund, as she introduces how the fund incorporates a responsible investment approach into a diversified multi-asset product, accessible to investors of all types.
Aviva Investors: Multi-asset allocation views: Uncertainty clouds the outlook for European assets
Sunil Krishnan considers whether Europe can break out of its economic malaise and the factors investors should watch out for in 2020.
Rathbones In the KNOW blog: Sun, sea and S&P 500 put options
You should be fixing your roof when the sun is shining, as the saying goes. Our multi-asset investment specialist Craig Brown has been booking his holidays when the rain is pouring. His golden rule: dont gamble, take the insurance.
Aviva Investors: Multi-asset allocation views: The pros and cons of higher-yielding fixed income
Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.
Square Mile Research: Talking factsheet for the ASI MyFolio Managed Range
A range of multi-asset funds targeting a broad spectrum of risk and return objectives. View the talking factsheet for the ASI MyFolio Managed Range
Rathbones In the KNOW blog: Do turkeys vote for Christmas?
Misinformation is rampant ahead of the UK election, as if things werent chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result.
Columbia Threadneedle Investments: Asset allocation update
As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year.
Rathbones In the KNOW blog: Time to buckle up
New threats require new defences. Our head of multi-asset investments David Coombs explains how hes filling the sandbags to protect his funds against a populist storm.
Seneca: Active management and the predictability of markets #2: Robert Shiller
This is the second in a series of four of my investment letters dedicated to active management, focussing on some of the key figures involved in the study of market predictabilities. Having last month written about the father of modern finance, Eugene Fama, this month I take a look at Yale economist, Robert Shiller.
Prudential Multi Multi - Asset Investment Update
Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Feds rate cuts, notable investment activity across Q2 and also outlines if theres cause for concern when it comes to the mixed macro picture thats appearing.
Seneca Global Income & Growth Trust plc factsheet is now available
The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many?
Invesco: The Polish economy is bucking the trend and what this meant for our portfolio
Whilst most European economies are struggling, the Polish economy is defying expectations: it has seen solid growth rates, strong wage growth and an improved current account balance relative to history.
Defaqto: October Roadshow program: Drawdown, slowbalisation and sustainable investing
Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis Investments, Royal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions.
Active management and the predictability of markets #1: Eugene Fama
According to Moodys, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists.