Investments / General

No ‘one-size-fits-all’ anymore: asset allocation in a fractured market

Passive funds might not save your clients this time around

The major indices in the United States (US) could be in for a slump this coming decade, and investors will have to consider active portfolio management for a realistic chance to outperform the so-called index trackers. This was not an unexpected message from an active manager presentation, but it makes sense given how far and hard US shares have run.

Why diversification of asset classes remains critical in portfolio construction

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant.

Understanding the differences between shares and derivatives

Shares and derivatives each have their own distinct place in investing. Understanding the differences between these two financial instruments can help investors to use these products effectively to reach their financial goals.