Young Fundpicker: Higher expected returns offer hope for multi-asset investors

'2022 has felt relentless'

clock • 4 min read

The past year has been one to forget for multi-asset investors as asset classes fell together, punishing everyone including the most conservatively invested.

Yet the pain of the past year has created a powerful opportunity for multi-asset investment in the year ahead. For the first time in a decade, the expected returns of assets from across the risk spectrum are meaningful, with government bonds offering real returns over normal inflation rates for the first time since before the global financial crisis. Preparing portfolios to harness these higher expected returns has been acutely challenging. The bear market of 2022 has felt relentless, and investors are mindful that the likely oncoming recession will take time to shake. Gone are ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: From fragility to greater stability - Investment strategies in the Euro area

Partner Insight: From fragility to greater stability - Investment strategies in the Euro area

Despite a weak growth outlook the Euro area’s increased resilience and stability makes European fixed income investments attractive.

Sarka Halas
clock 17 December 2024 • 2 min read
Partner Insight: New opportunities in real estate demand a global view

Partner Insight: New opportunities in real estate demand a global view

Falling global interest rates have provided relief for rate-sensitive sectors, particularly real estate. With valuations significantly adjusted, the asset class now presents an attractive entry point for investors seeking exposure.

Nuveen
clock 17 December 2024 • 2 min read
Partner Insight: Morgan Stanley Investment Management's Portfolio Solutions Group: The BEAT - Outlook for 2025

Partner Insight: Morgan Stanley Investment Management's Portfolio Solutions Group: The BEAT - Outlook for 2025

The investment environment to start the new year is quite interesting. Equity and fixed income markets appear to be fully valued and the Republican sweep in the U.S. could have global ramifications. China continues to struggle to find its footing, while AI might provide significant investment opportunities in alternative investing. The Portfolio Solutions Group looks at five key areas going into 2025.

Portfolio Solutions Group, Morgan Stanley Investment Management
clock 16 December 2024 • 3 min read
Trustpilot