A Research Paper written by our Head of Research – Tom Gillespie, entitled “Does Asset Allocation Work?”
Market Opportunities and Portfolio Themes
A Research Paper written by our Head of Research – Tom Gillespie, entitled “Market Opportunities and Portfolio Themes”
A Research Paper written by our Head of Research – Tom Gillespie, entitled “Why Do We Pay for Protection?”
Role of Absolute Return Funds in a Portfolio
A Research Paper written by our Head of Research – Tom Gillespie, entitled “Role of Absolute Return Funds in a Portfolio”
In summary, it discusses the two significant roles of Absolute Return Funds in an investment portfolio;
- Source of genuine diversification
- Yield replacement strategy
The super normal returns from fixed interest over the last decade are unlikely to be repeated and advisers continue to look for other ways to fill this gap in portfolios.