Schroders’ Dorian Carrell addresses the limitations of 60/40
Dorian Carrell, head of multi-asset income at Schroders, bases his balanced strategy on three pillars.
Industry trends
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Infrastructure equity enters the spotlight
Allocators find infrastructure equities compelling given its growth potential combined with resilient, inflation-protected earnings.
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Taiwan and Japan drive Asia-Pacific dividends in second quarter of 2026
Companies in Japan and Taiwan drove most of the growth in payouts across Asia Pacific, according to a report from Janus Henderson Investors.
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Asset manager demand accelerates for alts
Investors want alternative assets, and traditional asset managers want to provide them. Rather than do it themselves, many firms have been opting to partner up.
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Morningstar favours diversified global equity funds
Morningstar has highlighted five global equity funds that are ‘best of breed’ in a recent report.
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J Safra Sarasin recommends portfolios built around tech, materials and healthcare
Investors should position around these three themes, according to Tomasz Godziek, head of equities at J Safra Sarasin.
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Goehring & Rozencwajg’s Adam Rozencwaig: ‘Just wait’ for the oil crisis
the outlook for oil and the benefits of investing in natural resources.
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US Treasury’s bond market move leaves investors expecting more
Buyback operations for longer-dated debt doubled.
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AI boom enters new phase as investors turn more selective
Investors are looking beyond the initial winners of the artificial intelligence (AI) story.
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Sun Hung Kai & Co’s alternatives portfolio drives investment profits
The Hong Kong-based investment firm said its investment profits were driven by private equity, special situations, structured credit and hedge funds.
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Schroders sees healthcare as antidote to tech-heavy portfolios
Discounted valuations, improving policy clarity and demographic tailwinds are strengthening the case for healthcare as investors look to diversify away from ever-concentrated technology exposure, according to Yashica Reddy.
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Pimco: Credit investors can find yield without sacrificing liquidity
Active selection and global diversification can help investors capture attractive credit yields while maintaining quality and flexibility as AI-related issuance reshapes markets, says Sonali Pier.
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Beyond AI: Three overlooked Asian stocks demonstrating long-term growth
The region’s success is based on more than AI and semiconductors.
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Asia’s wealthy are neglecting insurance – McKinsey
McKinsey found that only 15% to 20% of HNWIs in the region have integrated life insurance into their wealth planning.
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Malaysia’s rich are among the highest adopters of AI for finance – HSBC survey
More than half value a hybrid approach combining AI with the expertise of financial professionals when making decisions.
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Asset managers moving AI from back-office to investment process
According to insights from 225 technology leaders.
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Equity funds experience largest outflows since Autumn Budget as Burnham takes over
Investor uncertainty over economic policy has led to millions being pulled from equity funds