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$45.5bn
Multi-asset assets under management

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15
Multi-asset investment
professionals

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21
Average years’
experience

As at 31 December 2022.

US$45.5bn
Multi-asset assets under management

15
Multi-asset investment
professionals

21
Average years’
experience

As at 31 December 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

Investment opportunities from late-cycle shocks and surprises?

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.

Myron Scholes on Time: Trust and constraints

Trust is a key factor in investment management, and the cost of monitoring and constraining the investment managers is high.

Fishing for yield in AAA CLOs and MBS

How bond investors can take advantage of higher short-term yields while still managing duration exposure.

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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