Investments

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

US CPI Rise Highlights Growing Stagflation Risk

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.