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October 25, 2022
Diversification can be a critical factor in delivering robust long-term outcomes for investors. All else being equal, a globally diversified portfolio that encompasses...
September 30, 2022
Perceptions of value are constantly changing in the investment industry, which has undergone seismic changes over the last decade so that advisers and their clients...
October 31, 2021
In 1973 economist Burton Malkiel, a Princeton University professor, claimed that "a blindfolded monkey throwing darts at the stock listings" could do as well as...
October 4, 2021
Thomas Stokes Investment director, multi-assets, Aviva Investors Strong portfolio construction We all know the adage of having eggs in different baskets. Yet we rarely recognise the risk that eggs in separate baskets can still break all at once. To mitigate this, we donโt follow the crowd by outsourcing our
September 30, 2021
The macroeconomic environment looks relatively positive at present, which explains why we remain overweight equities and underweight government bonds. However, we...