In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum’s Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky.
Sustainability integration important to overwhelming majority of investors
To coincide with Good Money Week, 3-7 October 2022, Fulcrum Asset Management asked professional investors their views on how important it was that sustainability is integrated into the overall investment process, as part of their asset allocation selection criteria.
60/40 no longer suitable according to professional investors
40% of professional investors believe the traditional 60/40 portfolio is no longer suitable, according to a survey of professional investors by Fulcrum Asset Management. A further 24% believed that the strategy “needs to be reviewed”, while in contrast 36% believed it still had a strong future.
Markets riskiest since quantitative easing say investors
Nearly four in ten professional investors (38%) believe that the current level of risk in markets high with 23% stating ‘somewhat high’ and 15% very high, according to a survey carried out on behalf of Fulcrum Asset Management.
Investors look to absolute return for diversification
Over seven in ten investors (72%) say they are inclined to consider Absolute Return funds as part of their overall asset allocation, given the market conditions observed so far in 2022 and the increased correlation between the traditional asset classes of equities and fixed income.
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