There are few certainties when it comes to investment but it is reasonable to suggest we may be rather closer to the end of what is now the longest bull market in history than the start. Whether the price falls of recent weeks turn out to be a pause before markets seek to push on once more or the opening salvo of something more sinister, now would seem an appropriate time for advisers to reassess how they are investing for their clients.
For those adopting a multi-asset approach, for example, a more traditional portfolio of equities and bonds – which has rewarded investors so well over the decade since the world’s central banks first implemented emergency quantitative easing measures in response to the financial crisis – may not prosper as much now the Bank of England and the US Federal Reserve have embarked on the process of ‘quantitative tightening’.
How then should multi-asset investors approach this new phase in the market cycle? That is the key question this live Professional Adviser webinar – in association with Columbia Threadneedle Investments – will look to answer. It will also consider the arguments for taking a multi-asset route to investing in the first place – particularly with a view to meeting the ongoing demand for income-generating investments.
The three-strong panel of investment experts will also address how multi-asset can help manage volatility and other risks, what constitutes real diversification in today’s markets and what they see as the key investment challenges and opportunities globally over the coming year. Viewers are encouraged to pose their own questions to the panel as the webinar progresses.
Presenters
Maya Bhandari
Portfolio manager and Asset Allocation Strategy group member, Columbia Threadneedle Investments
View presenter infoMaya Bhandari joined the company in 2014 and is a portfolio manager and member of the Global Asset Allocation team. In this role she is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process. Before joining the company, Maya spent over 10 years advising buy-side companies on their multi-asset strategies. Most recently, she was a strategist and director at Citigroup within the Global Macro Strategy & Asset Allocation team where she developed broad global macro themes and investment ideas across asset classes. She was also a member of the Citi Private Bank’s Investment Committee, where she advised the private bank on their asset allocation decisions. Prior to that, she spent six years at Lombard Street Research, latterly as head of Emerging Markets Analysis, whilst also previously working as a senior economist and strategist. Maya started her career as an economist for the European Commission. Maya holds an MA (First Class Honours) in Economics from Edinburgh University, and a MPhil in International Relations from Cambridge University.
Shane has worked in the finance industry for over 25 years and recently celebrated 14 years of working on Beaufort Investment’s flagship range of portfolios. Shane's role involves monitoring risk through the in-house investment process and the assessment of both long-term and short-term decisions around asset allocation. Research is key and building relationships with Fund Group and Fund Managers is a critical element of the process.
Diane Earnshaw
Head of client relationships, Square Mile Investment Consulting & Research
View presenter infoDiane joined Square Mile in June 2017 as Head of Client Relationships and as a senior member of the research team. Diane has responsibility for a number of our investment consultancy clients as well as being a member of the Research Management Team. Prior to joining Square Mile she was Co-head of Manager Selection within the Portfolio Management team at Morningstar and also led on the team's multi-asset research and analysis. She also led on some key Portfolio Management clients. Prior to this, Diane worked at OBSR leading on multi-asset research as well as working with consultancy clients. She was previously Head of Research and Investment at Origen Financial Services. Diane has a degree in Economics and Politics from Exeter University and also holds the Investment Management Certificate (IMC).
Julian Marr is editor of Professional Adviser, Incisive Media’s news, opinion and analysis website for UK financial advisers. Prior to rejoining Incisive in March 2016, he was editorial director of financial adviser resources Adviser-Hub and Events-Hub as well as a regular contributor to a variety of financial magazines and co-author, with Cherry Reynard, of Investing in Emerging Markets – the BRIC economies and beyond, published by John Wiley & Sons. Before joining Adviser-Hub in 2008, he was editorial director of Incisive Media’s Investment Division, including Investment Week and Professional Pensions. His career as an investment journalist, writer and conference moderator now spans two decades, including five as editor and then publisher of personal finance magazine Bloomberg Money. He used to be a solicitor but that really was a very long time ago.
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