Asset Allocator
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Warren Buffett's career was all about picking great companies at good prices regardless of geography.His looming retirement begs the question: what makes a good global equity fund in 2025? www.ftadviser.com/asset-alloca...
What makes a good global equity fund in 2025?
With Warren Buffett’s decision to step down as Berkshire Hathaway’s chief executive in January 2026, it’s no stretch to say the investing community will be worse off without the presence of the great ...
www.ftadviser.com
May 29, 2025 at 1:59 PM
Warren Buffett's career was all about picking great companies at good prices regardless of geography.His looming retirement begs the question: what makes a good global equity fund in 2025? www.ftadviser.com/asset-alloca...
For some portfolio managers, global equity funds can offer a valuable alternative route to allocating regionally. What are the pros and cons? www.ftadviser.com/asset-alloca...
The role of global equity funds in outsourcing asset allocation
For some portfolio managers, global equity funds can offer a valuable alternative route to allocating regionally.
www.ftadviser.com
May 29, 2025 at 1:54 PM
For some portfolio managers, global equity funds can offer a valuable alternative route to allocating regionally. What are the pros and cons? www.ftadviser.com/asset-alloca...
What’s the best way to reduce concentration risk? www.ftadviser.com/asset-alloca...
What’s the best way to reduce concentration risk?
There are several strategies available to the discerning investor who seeks to avoid an overload of US equities in what is supposed to be a globally diversified portfolio.
www.ftadviser.com
May 29, 2025 at 1:53 PM
What’s the best way to reduce concentration risk? www.ftadviser.com/asset-alloca...
Will ‘liberation day’ end US dominance in global equity funds?
www.ftadviser.com/asset-alloca...
www.ftadviser.com/asset-alloca...
Will ‘liberation day’ end US dominance in global equity funds?
It’s well-known by now that US equities comprise around two-thirds of the MSCI World index, and this knowledge has given those working in wealth management many a sleepless night when deciding how bes...
www.ftadviser.com
May 29, 2025 at 1:50 PM
Will ‘liberation day’ end US dominance in global equity funds?
www.ftadviser.com/asset-alloca...
www.ftadviser.com/asset-alloca...
For some time investing in global equity funds has been in effect synonymous with investing in US equities - but since Donald Trump’s ‘liberation day’ has this changed? www.ftadviser.com/asset-alloca...
Exploring global equities in uncertain times
www.ftadviser.com
May 27, 2025 at 1:13 PM
For some time investing in global equity funds has been in effect synonymous with investing in US equities - but since Donald Trump’s ‘liberation day’ has this changed? www.ftadviser.com/asset-alloca...
It has been a rocky road for fixed income investors recently, with rising inflation in 2022 leading to a swift sell-off. We now enter a new world where, after Donald Trump’s ‘liberation day’, uncertainty surrounds even US government bonds www.ftadviser.com/asset-alloca...
How to think about diversification within fixed income
It has been a rocky road for fixed income investors recently, with rising inflation in 2022 leading to a swift sell-off for the asset class.
www.ftadviser.com
April 30, 2025 at 9:10 AM
It has been a rocky road for fixed income investors recently, with rising inflation in 2022 leading to a swift sell-off. We now enter a new world where, after Donald Trump’s ‘liberation day’, uncertainty surrounds even US government bonds www.ftadviser.com/asset-alloca...
Donald Trump’s decision to impose ‘reciprocal’ tariffs on the entire world earlier this month upended many certainties about financial markets. What does a bond allocation look like in a post-‘liberation day’ world? www.ftadviser.com/asset-alloca...
Exploring fixed income in uncertain times
www.ftadviser.com
April 30, 2025 at 9:07 AM
Donald Trump’s decision to impose ‘reciprocal’ tariffs on the entire world earlier this month upended many certainties about financial markets. What does a bond allocation look like in a post-‘liberation day’ world? www.ftadviser.com/asset-alloca...
Allocators running sustainable portfolios have traditionally been hobbled by a lack of government bonds in their strategies but Parmenion has taken the leap
www.ftadviser.com/content/2002...
www.ftadviser.com/content/2002...
a cartoon of a group of people dancing with a rainbow
ALT: a cartoon of a group of people dancing with a rainbow
media.tenor.com
November 15, 2024 at 3:40 PM
Allocators running sustainable portfolios have traditionally been hobbled by a lack of government bonds in their strategies but Parmenion has taken the leap
www.ftadviser.com/content/2002...
www.ftadviser.com/content/2002...
Final DFM exits Martin Currie Japan as managers leave
www.ftadviser.com/asset-alloca...
www.ftadviser.com/asset-alloca...
Final DFM exits Martin Currie Japan as managers leave
Asset Allocator has heard something is happening over at Martin Currie, the Scottish asset manager which was acquired by American counterpart Legg Mason in 2014, which was itself bought by Franklin Te...
www.ftadviser.com
November 15, 2024 at 3:39 PM
Final DFM exits Martin Currie Japan as managers leave
www.ftadviser.com/asset-alloca...
www.ftadviser.com/asset-alloca...
Why do allocators hold the ‘widow-maker’ ETF?
www.ftadviser.com/content/cbab...
www.ftadviser.com/content/cbab...
Why do allocators hold the ‘widow-maker’ ETF?
Our ever-entertaining colleagues over at sister publication FT Alphaville recently drew attention to the latest ‘widow-maker’ to haemorrhage investor returns: the iShares 20+ Year Treasury Bond ETF, o...
www.ftadviser.com
November 15, 2024 at 3:38 PM
Why do allocators hold the ‘widow-maker’ ETF?
www.ftadviser.com/content/cbab...
www.ftadviser.com/content/cbab...