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Building greater resilience through diversification
Multi-asset investors are increasingly viewing real assets as important extra strings to their bow to help build more robust portfolios
Andy Parsons: The evolution of fair value in the MPS sector
In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value
Once more unto the (regulatory) breach, dear friends
The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy
Peter Sleep: Why cashflow can be a significant ‘red flag’
Some fund managers prefer to analyse free cashflow rather than earnings as the former cannot be manipulated. Peter Sleep takes...
Analysis
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons