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.

vd-icon_Currency_CashUSD

$47.7bn
Multi-asset assets under management

vd-icon_People_3_Group v3

15
Multi-asset investment
professionals

vd-icon_Bulleye_Target v3

21
Average years’
experience

As at June 30, 2023.

$47.7bn
Multi-asset assets under management

15
Multi-asset investment
professionals

21
Average years’
experience

As at June 30, 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.

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

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? 

Global Perspectives: Opportunities in equities, fixed income, and multi-asset investing

A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.

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.

PCS_Insights_EFgraph_v2

Advisor insights
Sign up to get relevant content delivered straight to your inbox.