Multi-Index funds

Lacking a crystal ball to guide our inflation views, we must embrace the uncertainty and make pragmatic decisions to deal with all scenarios.

French anthropologist Claude Levi-Strauss once said that "the wise man doesn't give the right answers, he poses the right questions". 

In the third part of our series exploring the asset-allocation response to inflation, we look at the implications for fixed income.

In the fourth part of our series exploring the asset-allocation response to inflation, we look at the role of currencies.

John Southall explains the differences between hedging inflation, keeping pace with inflation, and having the chance of a great return should inflation spike.

While inflation’s effects on equities in general can seem relatively straightforward, it can be more difficult to differentiate between the winners and losers from these effects.

The investment risk you may not know you’re taking

The recent rally saw US technology stocks dominate market returns. The investment case for technology may remain, but we believe there is a significant concentration risk that you need to know about, especially if you are a global index investor.

In our second Multi-Index Unfiltered virtual coffee break Justin Onuekwusi, Head of Retail Multi-Asset Funds and Chris Jeffery, Head of Inflation and Rates Strategy discussed the current ultra-low interest rate environment, how it affects fixed income and the challenges and opportunities it creates for financial advisers.

In this episode Justin Onuekwusi, our Head of Retail Multi-Asset Funds is joined by Emiel van den Heiligenberg, our Head of Asset Allocation and Hetal Mehta, Senior European and UK Economist and together they explore some of the key investment issues for advisers, in particular whether equity markets are in bubble territory and the UK's handling of the pandemic and its future relationship with the EU.

In the latest episode of our Unfiltered series, our multi-asset experts Justin Onuekwusi and John Roe poured over how investors caught between rock-bottom yields and high equity valuations can seek alternative sources of return. They also shared their freshly-brewed insights and discussed how they have implemented three key themes within our Multi-Index funds to seek to generate extra sources of return.