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My note: this piece was written by Julian Marr and captures nicely many of my beliefs about multi-asset investing and investing more...

Take a look at the equity weight over time of some multi-asset funds and you’d have thought that the manager was at best flipping coins...

We employ two types of asset allocation: strategic and tactical. The strategic asset allocation for a particular fund represents the...

I was presenting a slide deck entitled ‘The Art and Science of Multi-Asset Investing’ at five venues across the country recently, as part...

This article is about the new investment process that was introduced while I was chief investment officer at Seneca Investment Managers,...

My framework for thinking about asset allocation and thus portfolio protection is based around business cycle analysis. It is well...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The whole point...

I know I bang on about this, but value investing is about so much more than buying low price-to-earnings or low price-to-book stocks....

I recently came across a paper written in 2008 by Robeco’s Pim van Vliet and David Blitz entitled Dynamic Strategic Asset Allocation:...

As I write this Donald Trump has just been declared president and I congratulate him on playing a blinder of a hand. Let’s hope he can...

At Seneca we have a five-year investment time horizon so our views don’t tend to change very often. I have little doubt that when I write...

For savers, the combination of lower investment returns and rising longevity is a toxic combination. In days gone by one may have only...

While it is far from clear what its long term impact will be, Britain’s vote to leave the EU has shone a light on the growth problems in...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Our new...