multi-asset funds
-
PGIM: Resilience and diversification drive demand for under-the-radar CLOs
Driven by an environment of elevated yields and ample carry opportunities, the bond bull market that began in late 2022 is set…
-
How understanding behaviour and emotion helps turn sudden money into sustainable wealth and wellbeing
The wealth landscape is changing rapidly. According to CNBC, Millennials and Gen Z will represent a third of the world’s ultra-wealthy by…
-
Clearbridge Investments on UK equities: income and total return
The UK market is famous for its dividend culture, but that’s just the beginning of its appeal. After five years of double-digit…
-
Rebuilding a creaking sector:ARK Invest’s Tom Barker explains why and how the sustainable infrastructure revolution is coming
Infrastructure investment is entering a new era says Tom Barker, Product Specialist at ARK Invest Europe. In the following analysis for Wealth…
-
Reform and resilience: fund manager insight from Chikara’s Richard Aston on why foreign flows have returned to Japan
In this Wealth DFM exclusive, renowned Japan specialist Richard Aston, Portfolio Manager of the CC Japan Income & Growth Trust and the…
-
2025/26 Managed Portfolio Services (MPS) Insights
Welcome to our 2025/26 edition of Managed Portfolio Services (MPS) Insights – a refreshed and reimagined publication that we have developed with…
-
Fund manager update |TEMIT’s Chetan Sehgal shares latest EM analysis
Sharing his latest commentary with us, Chetan Sehgal, Lead Portfolio Manager of Templeton Emerging Markets Investment Trust (TEMIT), reports stabilising prospects across…
-
Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
-
Fund manager insights| Diversification matters but, asks Aberdeen’s Gabriel Sacks, where does China fit in?
With US markets wobbling and global investors reconsidering their sources of growth, attention is turning once again to China. Gabriel Sacks, Co-Manager…
-
Pre-budget briefing: Practical tips on taking action to help clients make better decisions
As part of today’s Friday Focus, looking at what advisers need to be doing ahead of the Chancellor’s budget on 26th November, Steph Willcox,…
-
How businesses can prepare for potential tax reforms in the upcoming Budget
As part of our Friday Focus feature on what might be coming in next month’s Budget, Anveer Shah, Senior Manager in the Corporate Tax team…
-
Shadows over the Treasury: in today’s special Halloween focus we ask what could the Budget mean for markets?
In today’s special Halloween edition of Friday Focus on Wealth DFM, with the budget just a few weeks away, we’re asking experts…
-
The War of the Words: JB Beckett dissects Saba’s battle with Britain’s Investment Trust establishment
Activist investor Boaz Weinstein’s assault on the UK investment trust establishment has been as much about rhetoric as returns. In his latest…
-
MillTech: How new technology is helping fund managers to put idle cash to work
High inflation and interest rates over the last four years have made cash depreciate in value rapidly. Neil Gallacher, Co-Head of Cash…
-
Wealth engagement is a journey, not a transaction| Simplify’s Nick Clarke encourages intermediaries to rethink client experience proposition
In the evolving landscape of wealth management, traditional models of consumer engagement have long been centred around transactions and periodic touchpoints says…
-
Where next for UK equities? ClearBridge Investments’ Jo Rands identifies opportunities in this undervalued sector
As part of today’s special feature “Where Next for UK Equities?” investment and market experts are sharing their views on valuations, opportunities and…
-
From undervalued to unmissable: Experts at Ninety One shed light on investing in the UK’s Revival
As part of today’s special feature “Where Next for UK Equities?” investment and market experts are sharing their views on valuations, opportunities…
-
AJ Bell’s Russ Mould assesses the current state of UK equities — the pros, the cons, and what investors should know
As part of today’s special feature “Where Next for UK Equities?” investment and market experts are sharing their views on valuations, opportunities…
-
Why I believe smaller companies can lead a UK equity revival | Marlborough’s Eustace Santa Barbara is in positive mood
As part of today’s special feature “Where Next for UK Equities?” investment and market experts are sharing their views on valuations, opportunities…
-
Where next for UK equities? Investment experts tell us why UK equities are looking underpriced and overlooked
Kicking off Wealth DFM’s deep dive into the prospects for UK equities here on the site today, market experts have been sharing…
![[uns] Lightbulb, Insights](https://wealthdfm.com/wp-content/uploads/2025/10/getty-images-BDRyUQZlyu4-unsplash-1.jpg)
