MULTI-ASSET
Comprehensive. Risk-aware. Specialised.
 Our teams manage global asset allocation strategies, applying a variety of lenses and risk management approaches.
AUD$71.7bn
Multi-Asset Assets Under Management
15
Multi-Asset Investment
Professionals
21
Average Years’ Financial
Industry Experience
As at 30 June 2023
|
AUD$71.7bn |
15 |
21 |
As at 30 June 2023
Diversification may offer a more efficient portfolio; theory and history suggest that a diversified portfolio would be expected to deliver a better return per unit of risk than a more concentrated portfolio will do. We strongly believe that any serious focus on wealth preservation or wealth accumulation should have a diversified portfolio at its core.
Insights
Balancing yield and duration: The fixed income barbell trade
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Reports of the death of 60/40 have been greatly exaggerated
Why is it too early to call time on classic “60/40″ and traditional balanced portfolios?Â
Ironic – Don’t you think?
Why Canadians should invest more globally, and everyone else should invest more in Canada.