Multi-Asset Capabilities

Comprehensive. Thoughtful. Specialized.

With our customized approach to multi-asset investing, we cater to a variety of client needs.

Capabilities Multi-asset

Our investment teams manage a range of global asset allocation strategies, applying a variety of lenses and risk management approaches.

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US$43.8bn
Multi-asset assets under management

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16
Multi-asset investment
professionals

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20
Average years’
experience

As at 30 September 2022.

US$43.8bn
Multi-asset assets under management

16
Multi-asset investment
professionals

20
Average years’
experience

As at 30 September 2022.

Paul O'Connor Capabilities Quote Headshot
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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.

Paul O’Connor
Head of Multi-Asset | Portfolio Manager

Featured strategies

JBALX

Balanced Fund

For 30 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Global Adaptive Capital Growth Managed Account

A global allocation portfolio informed by views on extreme market movements.

Sustainable Multi-Asset Moderate Managed Account

Asset allocation model of sustainable investment vehicles across equities and fixed income.

Insights

Options prices signal stronger capital markets in 2023

In this video, Ash Alankar explains that signals imbedded in forward-looking options markets indicate easing inflation creating a favorable environment for global equities and bonds in 2023.

The case for high-yield bonds

A look at high-yield bonds and why some investors might consider a strategic allocation to high yield.

Shock Therapy: Portfolio solutions for this year's market turmoil

The latest Trends and Opportunities report, which seeks to provide therapy for recent market shocks by offering long-term perspective and potential solutions.

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Advisor insights
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