MULTI-ASSET

Comprehensive. Risk-aware. Specialised.

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

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$51.1bn
Multi-asset assets under management

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19
Multi-asset investment
professionals

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22
Average years’
experience

As at March 31, 2024.

$51.1bn
Multi-asset assets under management

19
Multi-asset investment
professionals

22
Average years’
experience

As at March 31, 2024.

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.

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.

Global Multi-Asset Moderate Managed Account

Asset allocation model with global exposure to investment vehicles across equity and fixed income

Insights

Multi-Asset Quarterly Outlook: Fortunes diverge as the cycle extends

An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.

Why the 60/40 is still alive and how investors can benefit from a balanced fund in their portfolio

Three versatile use cases for balanced funds in investor portfolios.

Sitting in cash? What’s your next move?

The potential strategic pitfalls of sitting in cash.

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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