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ESG trends are reshaping what it means to be an asset manager and an investor. As our latest New Model Adviser (NMA) reader poll has revealed, sustainable investing means different things to different people, but the consolidation of different views means that trends emerge within the wider ESG scope.
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We explore fundamental shifts that are reshaping the economy and discuss their impact on the macro environment and multi-asset investing. What are the implications for top-line growth and inflation? How can investors account for the dynamic nature of cross-asset correlations? And where can they find compelling opportunities right now?
This episode features Citywire's Ian Horne, Geraldine Sundstrom, managing director and portfolio manager at PIMCO, and Guy Foster, chief strategist at Brewin Dolphin.
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In a time of economic distress and volatility multi asset funds offer diversification and flexibility to adjust portfolio positionings in changing environments. With a potential risk of recession looming on the horizon, the ability to react swiftly to changing circumstances is becoming more and more important.
We asked the audience of New Model Adviser for their take on the current multi-asset landscape. The answers we received paint a detailed – and in parts surprising – picture of an investment approach that is playing an increasingly important role these days.
