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Guide to multi-asset in a changing world

  • Describe the challenges of portfolio construction in multi-asset funds right now
  • Explain the challenges faced by bond investors
  • Identify the challenges faced by sustainable investors in multi-asset portfolios
CPD
Approx.60min
Guide to multi-asset in a changing world
Credit: Olga Lioncat/Pixabay/FTA montage

Introduction

Multi-asset investors have endured a period of rapid change over the past decade, with collapsing bond yields and equity market performance focused on only a very small part of the market.

And in a crisis, a client’s time horizon gets much shorter, because so much more is happening. So how can advisers help client’s strengthen their portfolio while trying to maintain diversification?

This guide will look at how to react in a market crisis, whether bonds are still useful in a multi-asset portfolio and how to build a sustainable investment portfolio.

It is worth 60 minutes of CPD.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why do bond prices usually fall when inflation is high?

  2. Why could emerging market bonds be attractive for investors?

  3. What effects does Osman say often do the damage?

  4. What does Coombs say should be the focus in a crisis?

  5. What are the three types of ESG fund?

  6. What is the mistake Emery says many sustainable investors make?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe the challenges of portfolio construction in multi-asset funds right now
  • Explain the challenges faced by bond investors
  • Identify the challenges faced by sustainable investors in multi-asset portfolios

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