Meet the mixologists:
An asset allocation masterclass
Mixed assets still popular despite icy returns in 2010s
SECTOR ANALYSIS
By Frank Talbot Head of Investment Research, Citywire
By William Robins 13 Jan, 2020
Dynamic planner: Much is luck, so make sure client needs drive decisions
Director Chris Jones explains why data is useless unless advisers ask the right questions
interviews
‘I’m an asset liability matcher’
FinaMetrica cofounder Paul Resnik tackles liquidity, volatility and why risk aversion needs to be reframed
What advisers need to know about behavioural biases
William Robins spoke to Neil Bage, director of behavioural insight at Be-IQ, about spotting emotional biases and how that helps advisers build client portfolios
Why you can’t ignore geopolitics in 2020
Brexit, US elections and trade tensions have defined the global economy in the last few years. Thanos Papasavvas, CFA, founder and chief investment officer of ABP Invest, looks at how geopolitics will shape asset allocation this year
By Thanos Papasavvas, CFA Chief investment officer, ABP Invest, 13 Jan, 2020
Asset allocation roundtable
We asked advisers Andy Bracken, Andy Butcher and Steve Buttercase about their firms' investment choices.
As liquidity dries up, it’s time to wet the whistle
The M&G fund suspension and fall of Neil Woodford have advisers rushing to rethink portfolios
LIQUIDITY
By Jack Gilbert 13 Jan, 2020
How three firms are tackling the 2020s
Advice firms of vastly different sizes share their asset allocation and fund choices for the start of the new decade
By Tim Cooper 13 Jan, 2020
Bond investors: shaken, not stirred
Jennifer Hill speaks to six advisers and investment consultants about how they use bonds in clients’ investment portfolios
Six twists that might affect asset allocation in 2020
Laura Purkess talks to six experts who reveal what advisers should be looking out for when putting their portfolios together
