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Financial advisers will be only too aware that the difference between a comfortable retirement and an uncomfortable one is almost too...

It’s a tricky question, because safe haven assets such as developed market government bonds are expensive, so owning them relies on them...

We all know that the difference between a comfortable retirement and an uncomfortable one is almost too huge to contemplate. And yet you...

The analytical framework set out by Benjamin Graham and David Dodd in 1934 was very intricate, whereas the constituents of value indices...

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. My attention was...

As is the case with many things in the financial world, there is no one clear definition of the term ‘strategic asset allocation.’ While...

Just like in any industry, the world of investing has its own particular terminology and taxonomy. Nowhere is this more apparent than in...

In this article I take us a step further and show how to choose a multi-asset fund, explain the importance of asset allocation, and look...

To understand why multi-asset funds have evolved it is vital to understand two key things about traditional balanced funds: first, how...

The concept of multi-asset investing has existed for many years, and many investors hold multi-asset funds in their retirement portfolio....