It will provide a ‘significant, concrete contribution’ to the achievement of five SDGs
How quant strategies have accessed risk premia evenly during market volatility
Amid weak yields and rising political tensions, precious metal provides volatility hedge, argues Lombard Odier
Just selecting good funds doesn’t do it. Having the right mix to ensure proper diversification is at least as important. But can you actually own too many funds?
Multi-asset funds have been a long-standing investor favourite. But why do Europe’s fund buyers actually resort to these one-stop shop products?
Bonds are no longer the portfolio diversifier they used to be. Therefore investors have to increase the number of building blocks in their portfolio.
When an equity fund run by a single manager takes an extra manager on board, portfolio concentration decreases and performance goes down. That’s the main conclusion of fresh research published by the CFA Institute.
As soon as a fund’s portfolio reaches 40 stocks, the benefits of portfolio diversification diminish. Therefore, fund managers should strive to have no more than 40 holdings. That’s the conclusion of a study conducted by Nomura Asset Management.
The majority of institutional investors in Europe plan to increase their allocation to convertible bonds in the next three years, according to a poll by NN Investment Partners.
For investors seeking a consistent monthly income, diversity is key. The Kames Global Diversified Income Fund aims to deliver a stable and sustainable income of 5% p.a.*